Caldwell Trust’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
10,297
-276
|
|
||||
|
2025
Q1 | $1.5M | Sell |
10,573
-769
|
|
||||
|
2024
Q4 | $1.49M | Sell |
11,342
-855
|
|
||||
|
2024
Q3 | $1.74M | Sell |
12,197
-565
|
|
||||
|
2024
Q2 | $1.76M | Buy |
12,762
+883
|
|
||||
|
2024
Q1 | $1.54M | Sell |
11,879
-1,568
|
|
||||
|
2023
Q4 | $1.63M | Sell |
13,447
-1,379
|
|
||||
|
2023
Q3 | $1.79M | Sell |
14,826
-722
|
|
||||
|
2023
Q2 | $2.15M | Sell |
15,548
-1,808
|
|
||||
|
2023
Q1 | $2.33M | Sell |
17,356
-757
|
|
||||
|
2022
Q4 | $2.46M | Sell |
18,113
-509
|
|
||||
|
2022
Q3 | $2.1M | Sell |
18,622
-437
|
|
||||
|
2022
Q2 | $2.58M | Sell |
19,059
-582
|
|
||||
|
2022
Q1 | $2.42M | Sell |
19,641
-87
|
|
||||
|
2021
Q4 | $2.82M | Sell |
19,728
-842
|
|
||||
|
2021
Q3 | $2.72M | Sell |
20,570
-1,598
|
|
||||
|
2021
Q2 | $2.97M | Buy |
22,168
+2,374
|
|
||||
|
2021
Q1 | $2.75M | Buy |
19,794
+2,536
|
|
||||
|
2020
Q4 | $2.33M | Buy |
17,258
+237
|
|
||||
|
2020
Q3 | $2.51M | Sell |
17,021
-1,172
|
|
||||
|
2020
Q2 | $2.57M | Sell |
18,193
-262
|
|
||||
|
2020
Q1 | $2.36M | Buy |
18,455
+277
|
|
||||
|
2019
Q4 | $2.5M | Buy |
+18,178
|
|