Congress 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 | $7.92M | Buy |
61,457
+26,560
| +76% | +$3.42M | 0.08% | 293 |
|
|
2025
Q1 | $4.96M | Buy |
34,897
+4,708
| +16% | +$669K | 0.06% | 331 |
|
|
2024
Q4 | $3.96M | Sell |
30,189
-24,598
| -45% | -$3.22M | 0.05% | 315 |
|
|
2024
Q3 | $7.8M | Buy |
54,787
+21,421
| +64% | +$3.05M | 0.1% | 238 |
|
|
2024
Q2 | $4.61M | Buy |
+33,366
| New | +$4.61M | 0.07% | 256 |
|
|
2022
Q1 | – | Sell |
-1,566
| Closed | -$224K | – | 621 |
|
|
2021
Q4 | $224K | Buy |
+1,566
| New | +$224K | ﹤0.01% | 575 |
|