Cove Private Wealth’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 | $377K | Hold |
2,925
| – | – | 0.13% | 120 |
|
|
2025
Q1 | $416K | Hold |
2,925
| – | – | 0.22% | 94 |
|
|
2024
Q4 | $383K | Hold |
2,925
| – | – | 0.23% | 80 |
|
|
2024
Q3 | $416K | Sell |
2,925
-500
| -15% | -$71.1K | 0.32% | 62 |
|
|
2024
Q2 | $473K | Hold |
3,425
| – | – | 0.38% | 58 |
|
|
2024
Q1 | $443K | Hold |
3,425
| – | – | 0.38% | 60 |
|
|
2023
Q4 | $416K | Buy |
+3,425
| New | +$416K | 0.39% | 59 |
|