CWP
Core Wealth Partners’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
4,228
-360
| -8% | -$46.4K | 0.28% | 76 |
|
|
2025
Q1 | $653K | Buy |
4,588
+11
| +0.2% | +$1.57K | 0.38% | 66 |
|
|
2024
Q4 | $600K | Buy |
4,577
+511
| +13% | +$67K | 0.34% | 63 |
|
|
2024
Q3 | $579K | Buy |
4,066
+11
| +0.3% | +$1.57K | 0.35% | 65 |
|
|
2024
Q2 | $561K | Buy |
4,055
+1,508
| +59% | +$209K | 0.38% | 61 |
|
|
2024
Q1 | $329K | Buy |
2,547
+88
| +4% | +$11.4K | 0.25% | 81 |
|
|
2023
Q4 | $299K | Buy |
2,459
+10
| +0.4% | +$1.22K | 0.25% | 82 |
|
|
2023
Q3 | $296K | Hold |
2,449
| – | – | 0.27% | 77 |
|
|
2023
Q2 | $338K | Sell |
2,449
-369
| -13% | -$50.9K | 0.31% | 70 |
|
|
2023
Q1 | $378K | Sell |
2,818
-2,034
| -42% | -$273K | 0.38% | 59 |
|
|
2022
Q4 | $354K | Buy |
+4,852
| New | +$354K | 0.4% | 62 |
|