Baldwin Wealth Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $681K | Sell |
5,282
-147
| -3% | -$19K | 0.05% | 126 |
|
2025
Q1 | $772K | Hold |
5,429
| – | – | 0.05% | 113 |
|
2024
Q4 | $711K | Buy |
5,429
+227
| +4% | +$29.7K | 0.05% | 120 |
|
2024
Q3 | $740K | Buy |
5,202
+12
| +0.2% | +$1.71K | 0.05% | 149 |
|
2024
Q2 | $717K | Hold |
5,190
| – | – | 0.06% | 115 |
|
2024
Q1 | $671K | Sell |
5,190
-69
| -1% | -$8.93K | 0.05% | 124 |
|
2023
Q4 | $639K | Buy |
5,259
+69
| +1% | +$8.38K | 0.05% | 129 |
|
2023
Q3 | $627K | Hold |
5,190
| – | – | 0.05% | 130 |
|
2023
Q2 | $717K | Hold |
5,190
| – | – | 0.06% | 130 |
|
2023
Q1 | $697K | Sell |
5,190
-40
| -0.8% | -$5.37K | 0.06% | 129 |
|
2022
Q4 | $710K | Hold |
5,230
| – | – | 0.06% | 130 |
|
2022
Q3 | $589K | Buy |
5,230
+10
| +0.2% | +$1.13K | 0.08% | 86 |
|
2022
Q2 | $705K | Hold |
5,220
| – | – | 0.09% | 83 |
|
2022
Q1 | $643K | Hold |
5,220
| – | – | 0.07% | 98 |
|
2021
Q4 | $746K | Hold |
5,220
| – | – | 0.07% | 92 |
|
2021
Q3 | $691K | Hold |
5,220
| – | – | 0.08% | 86 |
|
2021
Q2 | $698K | Hold |
5,220
| – | – | 0.08% | 91 |
|
2021
Q1 | $726K | Sell |
5,220
-100
| -2% | -$13.9K | 0.09% | 81 |
|
2020
Q4 | $717K | Hold |
5,320
| – | – | 0.09% | 83 |
|
2020
Q3 | $786K | Hold |
5,320
| – | – | 0.11% | 80 |
|
2020
Q2 | $752K | Hold |
5,320
| – | – | 0.11% | 83 |
|
2020
Q1 | $680K | Hold |
5,320
| – | – | 0.12% | 83 |
|
2019
Q4 | $732K | Hold |
5,320
| – | – | 0.1% | 90 |
|
2019
Q3 | $756K | Hold |
5,320
| – | – | 0.11% | 86 |
|
2019
Q2 | $709K | Sell |
5,320
-126
| -2% | -$16.8K | 0.1% | 100 |
|
2019
Q1 | $675K | Hold |
5,446
| – | – | 0.1% | 104 |
|
2018
Q4 | $621K | Hold |
5,446
| – | – | 0.1% | 102 |
|
2018
Q3 | $619K | Hold |
5,446
| – | – | 0.09% | 109 |
|
2018
Q2 | $574K | Buy |
5,446
+100
| +2% | +$10.5K | 0.09% | 113 |
|
2018
Q1 | $589K | Hold |
5,346
| – | – | 0.1% | 113 |
|
2017
Q4 | $645K | Hold |
5,346
| – | – | 0.1% | 111 |
|
2017
Q3 | $629K | Sell |
5,346
-1,812
| -25% | -$213K | 0.1% | 110 |
|
2017
Q2 | $924K | Sell |
7,158
-2,000
| -22% | -$258K | 0.15% | 93 |
|
2017
Q1 | $1.21M | Hold |
9,158
| – | – | 0.2% | 78 |
|
2016
Q4 | $1.05M | Buy |
9,158
+17
| +0.2% | +$1.94K | 0.19% | 77 |
|
2016
Q3 | $1.15M | Sell |
9,141
-195
| -2% | -$24.6K | 0.21% | 75 |
|
2016
Q2 | $1.28M | Sell |
9,336
-9,058
| -49% | -$1.25M | 0.26% | 65 |
|
2016
Q1 | $2.47M | Buy |
18,394
+8,146
| +79% | +$1.1M | 0.44% | 48 |
|
2015
Q4 | $1.31M | Buy |
10,248
+47
| +0.5% | +$5.99K | 0.21% | 98 |
|
2015
Q3 | $1.11M | Hold |
10,201
| – | – | 0.19% | 111 |
|
2015
Q2 | $1.08M | Hold |
10,201
| – | – | 0.16% | 121 |
|
2015
Q1 | $1.09M | Sell |
10,201
-7,142
| -41% | -$765K | 0.16% | 124 |
|
2014
Q4 | $2M | Sell |
17,343
-849
| -5% | -$98.1K | 0.29% | 79 |
|
2014
Q3 | $1.88M | Buy |
18,192
+1,685
| +10% | +$174K | 0.27% | 81 |
|
2014
Q2 | $1.76M | Buy |
+16,507
| New | +$1.76M | 0.26% | 81 |
|
2013
Q3 | – | Sell |
-2,169
| Closed | -$202K | – | 242 |
|
2013
Q2 | $202K | Buy |
+2,169
| New | +$202K | 0.04% | 205 |
|