CWS
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 |
|