Beverly Hills Private Wealth’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
$423K Buy
3,281
+251
+8% +$32.4K 0.08% 202
2025
Q1
$431K Buy
3,030
+170
+6% +$24.2K 0.09% 196
2024
Q4
$375K Buy
2,860
+3
+0.1% +$393 0.08% 210
2024
Q3
$407K Sell
2,857
-401
-12% -$57.1K 0.08% 214
2024
Q2
$450K Sell
3,258
-316
-9% -$43.7K 0.1% 198
2024
Q1
$462K Buy
3,574
+597
+20% +$77.2K 0.11% 205
2023
Q4
$362K Sell
2,977
-630
-17% -$76.5K 0.09% 225
2023
Q3
$436K Sell
3,607
-2,414
-40% -$292K 0.13% 168
2023
Q2
$769K Buy
6,021
+1,717
+40% +$219K 0.13% 176
2023
Q1
$578K Buy
4,304
+2,258
+110% +$303K 0.18% 129
2022
Q4
$278K Buy
+2,046
New +$278K 0.12% 185