Concord Wealth Partners’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 | $92.2K | Hold |
715
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $102K | Hold |
715
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $93.7K | Hold |
715
| – | – | 0.02% | 255 |
|
|
2024
Q3 | $102K | Sell |
715
-1
| -0.1% | -$142 | 0.02% | 260 |
|
|
2024
Q2 | $98.9K | Sell |
716
-63
| -8% | -$8.7K | 0.02% | 244 |
|
|
2024
Q1 | $101K | Hold |
779
| – | – | 0.02% | 271 |
|
|
2023
Q4 | $94.7K | Sell |
779
-1,097
| -58% | -$133K | 0.02% | 281 |
|
|
2023
Q3 | $227K | Sell |
1,876
-280
| -13% | -$33.8K | 0.05% | 186 |
|
|
2023
Q2 | $298K | Buy |
2,156
+668
| +45% | +$92.2K | 0.06% | 152 |
|
|
2023
Q1 | $200K | Sell |
1,488
-159
| -10% | -$21.3K | 0.06% | 166 |
|
|
2022
Q4 | $224K | Buy |
+1,647
| New | +$224K | 0.07% | 152 |
|
|
2022
Q3 | – | Sell |
-1,258
| Closed | -$170K | – | 680 |
|
|
2022
Q2 | $170K | Sell |
1,258
-57
| -4% | -$7.7K | 0.05% | 178 |
|
|
2022
Q1 | $162K | Buy |
1,315
+98
| +8% | +$12.1K | 0.04% | 213 |
|
|
2021
Q4 | $174K | Buy |
1,217
+583
| +92% | +$83.4K | 0.04% | 210 |
|
|
2021
Q3 | $84K | Sell |
634
-330
| -34% | -$43.7K | 0.03% | 153 |
|
|
2021
Q2 | $129K | Buy |
964
+192
| +25% | +$25.7K | 0.04% | 197 |
|
|
2021
Q1 | $107K | Buy |
772
+268
| +53% | +$37.1K | 0.04% | 205 |
|
|
2020
Q4 | $68K | Buy |
+504
| New | +$68K | 0.05% | 171 |
|