Compass 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
$476K Hold
3,692
0.11% 111
2025
Q1
$525K Sell
3,692
-50
-1% -$7.11K 0.13% 106
2024
Q4
$490K Hold
3,742
0.12% 109
2024
Q3
$532K Sell
3,742
-35
-0.9% -$4.98K 0.13% 113
2024
Q2
$522K Sell
3,777
-10
-0.3% -$1.38K 0.13% 111
2024
Q1
$490K Sell
3,787
-237
-6% -$30.7K 0.12% 115
2023
Q4
$489K Sell
4,024
-350
-8% -$42.5K 0.14% 113
2023
Q3
$529K Hold
4,374
0.17% 111
2023
Q2
$604K Hold
4,374
0.18% 107
2023
Q1
$587K Sell
4,374
-5
-0.1% -$671 0.19% 109
2022
Q4
$594K Buy
+4,379
New +$594K 0.19% 110