Cassady Schiller Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $24.2K | Buy |
185
+38
| +26% | +$4.98K | 0.01% | 261 |
|
|
2024
Q3 | $20.9K | Hold |
147
| – | – | 0.01% | 271 |
|
|
2024
Q2 | $20.3K | Hold |
147
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $19K | Sell |
147
-34
| -19% | -$4.4K | 0.01% | 292 |
|
|
2023
Q4 | $22K | Buy |
181
+98
| +118% | +$11.9K | 0.01% | 269 |
|
|
2023
Q3 | $10K | Hold |
83
| – | – | 0.01% | 329 |
|
|
2023
Q2 | $11.5K | Hold |
83
| – | – | 0.01% | 323 |
|
|
2023
Q1 | $11.1K | Hold |
83
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $11.3K | Buy |
+83
| New | +$11.3K | 0.01% | 309 |
|
|
2022
Q1 | – | Sell |
-89
| Closed | -$13K | – | 364 |
|
|
2021
Q4 | $13K | Buy |
+89
| New | +$13K | 0.01% | 301 |
|