Crewe Advisors’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 | $10.7K | Buy |
+83
| New | +$10.7K | ﹤0.01% | 452 |
|
|
2024
Q4 | – | Sell |
-208
| Closed | -$29.6K | – | 733 |
|
|
2024
Q3 | $29.6K | Hold |
208
| – | – | ﹤0.01% | 358 |
|
|
2024
Q2 | $28.7K | Hold |
208
| – | – | ﹤0.01% | 480 |
|
|
2024
Q1 | $26.9K | Buy |
+208
| New | +$26.9K | ﹤0.01% | 453 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$967 | – | 761 |
|
|
2023
Q2 | $967 | Buy |
+7
| New | +$967 | ﹤0.01% | 585 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$3.67K | – | 942 |
|
|
2022
Q4 | $3.67K | Sell |
27
-75
| -74% | -$10.2K | ﹤0.01% | 736 |
|
|
2022
Q3 | $11K | Buy |
102
+43
| +73% | +$4.64K | ﹤0.01% | 632 |
|
|
2022
Q2 | $8K | Buy |
59
+19
| +48% | +$2.58K | ﹤0.01% | 661 |
|
|
2022
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 346 |
|
|
2020
Q4 | – | Sell |
-42
| Closed | -$6K | – | 562 |
|
|
2020
Q3 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 325 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$7K | – | 271 |
|
|
2019
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 229 |
|
|
2019
Q1 | – | Sell |
-245
| Closed | -$28K | – | 262 |
|
|
2018
Q4 | $28K | Hold |
245
| – | – | 0.01% | 146 |
|
|
2018
Q3 | $28K | Hold |
245
| – | – | 0.02% | 157 |
|
|
2018
Q2 | $26K | Hold |
245
| – | – | 0.02% | 158 |
|
|
2018
Q1 | $27K | Sell |
245
-135
| -36% | -$14.9K | 0.03% | 164 |
|
|
2017
Q4 | $46K | Buy |
+380
| New | +$46K | 0.05% | 126 |
|