Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
2,406
-187
| -7% | -$23.8K | 0.07% | 204 |
|
|
2025
Q1 | $370K | Sell |
2,593
-275
| -10% | -$39.2K | 0.1% | 167 |
|
|
2024
Q4 | $380K | Sell |
2,868
-106
| -4% | -$14.1K | 0.09% | 170 |
|
|
2024
Q3 | $420K | Sell |
2,974
-16
| -0.5% | -$2.26K | 0.1% | 164 |
|
|
2024
Q2 | $412K | Buy |
2,990
+43
| +1% | +$5.93K | 0.1% | 164 |
|
|
2024
Q1 | $402K | Buy |
2,947
+44
| +2% | +$6K | 0.11% | 162 |
|
|
2023
Q4 | $354K | Sell |
2,903
-66
| -2% | -$8.05K | 0.11% | 165 |
|
|
2023
Q3 | $351K | Buy |
2,969
+159
| +6% | +$18.8K | 0.12% | 154 |
|
|
2023
Q2 | $387K | Buy |
2,810
+3
| +0.1% | +$413 | 0.13% | 143 |
|
|
2023
Q1 | $404K | Buy |
2,807
+632
| +29% | +$90.9K | 0.14% | 140 |
|
|
2022
Q4 | $283K | Buy |
+2,175
| New | +$283K | 0.13% | 174 |
|
|
2022
Q3 | – | Sell |
-1,740
| Closed | -$236K | – | 208 |
|
|
2022
Q2 | $236K | Buy |
+1,740
| New | +$236K | 0.12% | 178 |
|
|
2021
Q1 | – | Sell |
-4,866
| Closed | -$643K | – | 255 |
|
|
2020
Q4 | $643K | Buy |
4,866
+1,586
| +48% | +$210K | 0.27% | 121 |
|
|
2020
Q3 | $487K | Buy |
3,280
+454
| +16% | +$67.4K | 0.32% | 108 |
|
|
2020
Q2 | $442K | Buy |
2,826
+1,293
| +84% | +$202K | 0.26% | 125 |
|
|
2020
Q1 | $209K | Sell |
1,533
-38
| -2% | -$5.18K | 0.18% | 117 |
|
|
2019
Q4 | $228K | Sell |
1,571
-1
| -0.1% | -$145 | 0.21% | 143 |
|
|
2019
Q3 | $206K | Sell |
1,572
-121
| -7% | -$15.9K | 0.21% | 147 |
|
|
2019
Q2 | $224K | Buy |
+1,693
| New | +$224K | 0.25% | 125 |
|