Brandywine Oak 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
Q1 | – | Sell |
-1,721
| Closed | -$226K | – | 232 |
|
|
2024
Q4 | $226K | Buy |
1,721
+2
| +0.1% | +$262 | 0.02% | 213 |
|
|
2024
Q3 | $245K | Hold |
1,719
| – | – | 0.02% | 213 |
|
|
2024
Q2 | $238K | Sell |
1,719
-537
| -24% | -$74.2K | 0.02% | 210 |
|
|
2024
Q1 | $292K | Buy |
2,256
+117
| +5% | +$15.1K | 0.03% | 198 |
|
|
2023
Q4 | $260K | Hold |
2,139
| – | – | 0.03% | 199 |
|
|
2023
Q3 | $258K | Hold |
2,139
| – | – | 0.03% | 201 |
|
|
2023
Q2 | $295K | Sell |
2,139
-364
| -15% | -$50.3K | 0.03% | 199 |
|
|
2023
Q1 | $336K | Hold |
2,503
| – | – | 0.04% | 188 |
|
|
2022
Q4 | $340K | Sell |
2,503
-21
| -0.8% | -$2.85K | 0.04% | 184 |
|
|
2022
Q3 | $284K | Hold |
2,524
| – | – | 0.04% | 211 |
|
|
2022
Q2 | $341K | Hold |
2,524
| – | – | 0.04% | 220 |
|
|
2022
Q1 | $310K | Buy |
2,524
+67
| +3% | +$8.23K | 0.04% | 251 |
|
|
2021
Q4 | $351K | Sell |
2,457
-57
| -2% | -$8.14K | 0.04% | 234 |
|
|
2021
Q3 | $332K | Sell |
2,514
-128
| -5% | -$16.9K | 0.04% | 233 |
|
|
2021
Q2 | $353K | Sell |
2,642
-448
| -14% | -$59.9K | 0.04% | 228 |
|
|
2021
Q1 | $429K | Sell |
3,090
-7
| -0.2% | -$972 | 0.06% | 162 |
|
|
2020
Q4 | $417K | Sell |
3,097
-260
| -8% | -$35K | 0.06% | 156 |
|
|
2020
Q3 | $495K | Hold |
3,357
| – | – | 0.08% | 140 |
|
|
2020
Q2 | $474K | Sell |
3,357
-333
| -9% | -$47K | 0.08% | 138 |
|
|
2020
Q1 | $471K | Sell |
3,690
-50
| -1% | -$6.38K | 0.1% | 115 |
|
|
2019
Q4 | $514K | Hold |
3,740
| – | – | 0.09% | 107 |
|
|
2019
Q3 | $531K | Hold |
3,740
| – | – | 0.1% | 99 |
|
|
2019
Q2 | $498K | Sell |
3,740
-132
| -3% | -$17.6K | 0.1% | 106 |
|
|
2019
Q1 | $479K | Sell |
3,872
-25
| -0.6% | -$3.09K | 0.1% | 107 |
|
|
2018
Q4 | $444K | Buy |
+3,897
| New | +$444K | 0.1% | 106 |
|