BWP
Balboa Wealth Partners’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,598
| Closed | -$227K | – | 394 |
|
|
2025
Q1 | $227K | Buy |
1,598
+1
| +0.1% | +$142 | 0.05% | 242 |
|
|
2024
Q4 | $209K | Sell |
1,597
-100
| -6% | -$13.1K | 0.05% | 271 |
|
|
2024
Q3 | $241K | Buy |
1,697
+2
| +0.1% | +$285 | 0.06% | 228 |
|
|
2024
Q2 | $234K | Buy |
+1,695
| New | +$234K | 0.06% | 224 |
|