Beverly Hills Private Wealth’s Kimberly-Clark KMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Buy	2,858 +140	+5%	+$14.3K	0.05%	280
2025 Q4	$274K	Sell	2,718 -655	-19%	-$71.6K	0.05%	274
2025 Q3	$419K	Buy	3,373 +92	+3%	+$11.9K	0.07%	207
2025 Q2	$423K	Buy	3,281 +251	+8%	+$34K	0.08%	202
2025 Q1	$431K	Buy	3,030 +170	+6%	+$22.9K	0.09%	196
2024 Q4	$375K	Buy	2,860 +3	+0.1%	+$409	0.08%	210
2024 Q3	$407K	Sell	2,857 -401	-12%	-$56.9K	0.08%	214
2024 Q2	$450K	Sell	3,258 -316	-9%	-$42.2K	0.1%	198
2024 Q1	$462K	Buy	3,574 +597	+20%	+$73.3K	0.11%	205
2023 Q4	$362K	Sell	2,977 -630	-17%	-$76.1K	0.09%	225
2023 Q3	$436K	Sell	3,607 -2,414	-40%	-$312K	0.13%	168
2023 Q2	$769K	Buy	6,021 +1,717	+40%	+$239K	0.13%	176
2023 Q1	$578K	Buy	4,304 +2,258	+110%	+$293K	0.18%	129
2022 Q4	$278K	Buy	+2,046	New	+$260K	0.12%	185