Concord Wealth Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.9K | Hold |
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|
2025
Q2 | $92.2K | Hold |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $93.7K | Hold |
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|
2024
Q3 | $102K | Sell |
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|
2024
Q2 | $98.9K | Sell |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $94.7K | Sell |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $170K | Sell |
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|
2022
Q1 | $162K | Buy |
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|
2021
Q4 | $174K | Buy |
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|
2021
Q3 | $84K | Sell |
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|
2021
Q2 | $129K | Buy |
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|
2021
Q1 | $107K | Buy |
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|
2020
Q4 | $68K | Buy |
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