Cape Investment Advisory’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 | $29.4K | Hold |
228
| – | – | 0.01% | 450 |
|
|
2025
Q1 | $32.4K | Sell |
228
-200
| -47% | -$28.4K | 0.01% | 405 |
|
|
2024
Q4 | $56.1K | Buy |
428
+8
| +2% | +$1.05K | 0.02% | 318 |
|
|
2024
Q3 | $59.8K | Sell |
420
-56
| -12% | -$7.97K | 0.02% | 299 |
|
|
2024
Q2 | $65.8K | Hold |
476
| – | – | 0.03% | 263 |
|
|
2024
Q1 | $61.6K | Hold |
476
| – | – | 0.03% | 277 |
|
|
2023
Q4 | $57.8K | Buy |
476
+56
| +13% | +$6.81K | 0.03% | 326 |
|
|
2023
Q3 | $50.8K | Hold |
420
| – | – | 0.03% | 290 |
|
|
2023
Q2 | $58K | Hold |
420
| – | – | 0.03% | 265 |
|
|
2023
Q1 | $56.4K | Buy |
+420
| New | +$56.4K | 0.03% | 250 |
|