Cyndeo Wealth Partners’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 | $695K | Sell |
5,390
-21
| -0.4% | -$2.71K | 0.04% | 269 |
|
|
2025
Q1 | $769K | Sell |
5,411
-2
| -0% | -$284 | 0.05% | 246 |
|
|
2024
Q4 | $709K | Buy |
5,413
+116
| +2% | +$15.2K | 0.05% | 255 |
|
|
2024
Q3 | $754K | Buy |
5,297
+241
| +5% | +$34.3K | 0.05% | 251 |
|
|
2024
Q2 | $699K | Buy |
5,056
+498
| +11% | +$68.8K | 0.05% | 242 |
|
|
2024
Q1 | $590K | Sell |
4,558
-26
| -0.6% | -$3.36K | 0.05% | 245 |
|
|
2023
Q4 | $557K | Buy |
4,584
+142
| +3% | +$17.3K | 0.05% | 237 |
|
|
2023
Q3 | $537K | Buy |
4,442
+8
| +0.2% | +$967 | 0.06% | 217 |
|
|
2023
Q2 | $612K | Sell |
4,434
-138
| -3% | -$19.1K | 0.06% | 200 |
|
|
2023
Q1 | $614K | Sell |
4,572
-632
| -12% | -$84.8K | 0.07% | 200 |
|
|
2022
Q4 | $706K | Buy |
+5,204
| New | +$706K | 0.08% | 188 |
|