Bogart Wealth LLC’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 | $91.6K | Buy |
711
+306
| +76% | +$39.4K | ﹤0.01% | 335 |
|
|
2025
Q1 | $57.6K | Buy |
405
+5
| +1% | +$711 | ﹤0.01% | 390 |
|
|
2024
Q4 | $52.4K | Hold |
400
| – | – | ﹤0.01% | 402 |
|
|
2024
Q3 | $56.9K | Hold |
400
| – | – | ﹤0.01% | 387 |
|
|
2024
Q2 | $55.3K | Buy |
400
+50
| +14% | +$6.91K | ﹤0.01% | 389 |
|
|
2024
Q1 | $45.3K | Sell |
350
-100
| -22% | -$12.9K | ﹤0.01% | 399 |
|
|
2023
Q4 | $54.7K | Hold |
450
| – | – | ﹤0.01% | 364 |
|
|
2023
Q3 | $54.4K | Hold |
450
| – | – | ﹤0.01% | 337 |
|
|
2023
Q2 | $62.1K | Hold |
450
| – | – | ﹤0.01% | 306 |
|
|
2023
Q1 | $60.4K | Sell |
450
-1
| -0.2% | -$134 | ﹤0.01% | 294 |
|
|
2022
Q4 | $61.2K | Hold |
451
| – | – | ﹤0.01% | 280 |
|
|
2022
Q3 | $51K | Hold |
451
| – | – | ﹤0.01% | 296 |
|
|
2022
Q2 | $61K | Buy |
451
+351
| +351% | +$47.5K | 0.01% | 261 |
|
|
2022
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $14K | Sell |
100
-100
| -50% | -$14K | ﹤0.01% | 434 |
|
|
2021
Q3 | $27K | Hold |
200
| – | – | ﹤0.01% | 317 |
|
|
2021
Q2 | $27K | Buy |
+200
| New | +$27K | ﹤0.01% | 306 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 680 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 518 |
|