Carson Wealth (CWM LLC)’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3M | Buy |
172,846
+3,089
| +2% | +$398K | 0.08% | 216 |
|
|
2025
Q1 | $24.1M | Sell |
169,757
-1,728
| -1% | -$246K | 0.1% | 200 |
|
|
2024
Q4 | $22.5M | Sell |
171,485
-4,105
| -2% | -$538K | 0.09% | 190 |
|
|
2024
Q3 | $25M | Sell |
175,590
-6,915
| -4% | -$984K | 0.11% | 175 |
|
|
2024
Q2 | $25.2M | Sell |
182,505
-6,987
| -4% | -$966K | 0.12% | 160 |
|
|
2024
Q1 | $24.5M | Sell |
189,492
-4,219
| -2% | -$546K | 0.12% | 168 |
|
|
2023
Q4 | $23.5M | Sell |
193,711
-19,070
| -9% | -$2.32M | 0.13% | 161 |
|
|
2023
Q3 | $25.7M | Sell |
212,781
-15,468
| -7% | -$1.87M | 0.16% | 130 |
|
|
2023
Q2 | $31.5M | Sell |
228,249
-20,937
| -8% | -$2.89M | 0.19% | 98 |
|
|
2023
Q1 | $33.4M | Sell |
249,186
-1,270
| -0.5% | -$170K | 0.23% | 90 |
|
|
2022
Q4 | $34M | Buy |
250,456
+11,642
| +5% | +$1.58M | 0.25% | 82 |
|
|
2022
Q3 | $26.9M | Buy |
238,814
+6,453
| +3% | +$726K | 0.21% | 98 |
|
|
2022
Q2 | $31.4M | Buy |
232,361
+13,937
| +6% | +$1.88M | 0.24% | 84 |
|
|
2022
Q1 | $26.9M | Buy |
218,424
+6,062
| +3% | +$747K | 0.19% | 103 |
|
|
2021
Q4 | $30.4M | Buy |
+212,362
| New | +$30.4M | 0.21% | 92 |
|
|
2021
Q2 | $27.5M | Hold |
205,367
| – | – | 0.22% | 91 |
|
|
2021
Q1 | $27.5M | Hold |
205,367
| – | – | 0.22% | 91 |
|
|
2020
Q4 | $27.5M | Hold |
205,367
| – | – | 0.22% | 91 |
|
|
2020
Q3 | $27.5M | Hold |
205,367
| – | – | 0.22% | 91 |
|
|
2020
Q2 | $27.5M | Hold |
205,367
| – | – | 0.22% | 91 |
|
|
2020
Q1 | $27.5M | Hold |
205,367
| – | – | 0.22% | 91 |
|
|
2019
Q4 | $27.5M | Hold |
205,367
| – | – | 0.22% | 91 |
|
|
2019
Q3 | $27.5M | Hold |
205,367
| – | – | 0.22% | 91 |
|
|
2019
Q2 | $27.5M | Hold |
205,367
| – | – | 0.22% | 91 |
|
|
2019
Q1 | $27.5M | Buy |
205,367
+182,204
| +787% | +$24.4M | 0.22% | 91 |
|
|
2018
Q4 | $2.64M | Buy |
23,163
+18,697
| +419% | +$2.13M | 0.07% | 242 |
|
|
2018
Q3 | $508K | Buy |
4,466
+3,060
| +218% | +$348K | 0.01% | 383 |
|
|
2018
Q2 | $148K | Sell |
1,406
-60
| -4% | -$6.32K | ﹤0.01% | 464 |
|
|
2018
Q1 | $161K | Hold |
1,466
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $177K | Sell |
1,466
-4
| -0.3% | -$483 | 0.01% | 358 |
|
|
2017
Q3 | $173K | Buy |
1,470
+98
| +7% | +$11.5K | 0.01% | 342 |
|
|
2017
Q2 | $177K | Buy |
1,372
+27
| +2% | +$3.48K | 0.01% | 317 |
|
|
2017
Q1 | $177K | Sell |
1,345
-1,053
| -44% | -$139K | 0.01% | 303 |
|
|
2016
Q4 | $274K | Sell |
2,398
-470
| -16% | -$53.7K | 0.02% | 251 |
|
|
2016
Q3 | $362K | Hold |
2,868
| – | – | 0.03% | 218 |
|
|
2016
Q2 | $394K | Sell |
2,868
-182
| -6% | -$25K | 0.03% | 210 |
|
|
2016
Q1 | $410K | Sell |
3,050
-3
| -0.1% | -$403 | 0.04% | 198 |
|
|
2015
Q4 | $389K | Sell |
3,053
-25
| -0.8% | -$3.19K | 0.04% | 189 |
|
|
2015
Q3 | $336K | Buy |
3,078
+372
| +14% | +$40.6K | 0.03% | 181 |
|
|
2015
Q2 | $287K | Sell |
2,706
-820
| -23% | -$87K | 0.03% | 163 |
|
|
2015
Q1 | $378K | Sell |
3,526
-1,621
| -31% | -$174K | 0.04% | 151 |
|
|
2014
Q4 | $595K | Buy |
+5,147
| New | +$595K | 0.07% | 138 |
|
|
2014
Q2 | – | Sell |
-1,980
| Closed | -$209K | – | 182 |
|
|
2014
Q1 | $209K | Buy |
1,980
+861
| +77% | +$90.9K | 0.03% | 135 |
|
|
2013
Q4 | $112K | Buy |
1,119
+623
| +126% | +$62.4K | 0.02% | 182 |
|
|
2013
Q3 | $45K | Buy |
+496
| New | +$45K | 0.01% | 194 |
|