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Confluence Wealth Services’s Kimberly-Clark KMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
1,605
-33
-2% -$4.25K 0.01% 348
2025
Q1
$218K Buy
1,638
+1
+0.1% +$133 0.01% 324
2024
Q4
$208K Buy
1,637
+80
+5% +$10.2K 0.01% 323
2024
Q3
$221K Buy
+1,557
New +$221K 0.02% 319
2022
Q1
Sell
-919
Closed -$131K 726
2021
Q4
$131K Buy
+919
New +$131K 0.04% 287