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Custom Index Systems’s Kimberly-Clark KMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,500
Closed -$213K 270
2025
Q1
$213K Sell
1,500
-3,736
-71% -$531K 0.11% 259
2024
Q4
$686K Buy
5,236
+99
+2% +$13K 0.37% 77
2024
Q3
$731K Sell
5,137
-133
-3% -$18.9K 0.4% 76
2024
Q2
$728K Buy
5,270
+979
+23% +$135K 0.42% 50
2024
Q1
$555K Buy
+4,291
New +$555K 0.32% 73