Dakota Wealth Management’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
$2.68M Buy
20,816
+35
+0.2% +$4.51K 0.06% 225
2025
Q1
$2.96M Sell
20,781
-241
-1% -$34.3K 0.07% 212
2024
Q4
$2.76M Sell
21,022
-1,724
-8% -$226K 0.06% 221
2024
Q3
$3.24M Buy
22,746
+1,578
+7% +$225K 0.07% 220
2024
Q2
$2.93M Sell
21,168
-354
-2% -$48.9K 0.07% 224
2024
Q1
$2.78M Buy
21,522
+2,454
+13% +$317K 0.07% 226
2023
Q4
$2.32M Sell
19,068
-1,122
-6% -$136K 0.09% 207
2023
Q3
$2.44M Buy
20,190
+1,243
+7% +$150K 0.11% 174
2023
Q2
$2.62M Buy
18,947
+11,469
+153% +$1.58M 0.12% 151
2023
Q1
$1M Sell
7,478
-7,437
-50% -$998K 0.07% 233
2022
Q4
$2.02M Buy
14,915
+88
+0.6% +$11.9K 0.14% 149
2022
Q3
$1.67M Buy
14,827
+12,429
+518% +$1.4M 0.14% 166
2022
Q2
$324K Buy
2,398
+607
+34% +$82K 0.03% 358
2022
Q1
$221K Sell
1,791
-15
-0.8% -$1.85K 0.02% 397
2021
Q4
$258K Buy
+1,806
New +$258K 0.03% 320
2021
Q3
Sell
-1,829
Closed -$245K 354
2021
Q2
$245K Sell
1,829
-6,620
-78% -$887K 0.03% 296
2021
Q1
$1.18M Buy
8,449
+6,571
+350% +$914K 0.15% 133
2020
Q4
$253K Hold
1,878
0.03% 275
2020
Q3
$277K Buy
1,878
+352
+23% +$51.9K 0.04% 229
2020
Q2
$216K Sell
1,526
-596
-28% -$84.4K 0.04% 243
2020
Q1
$271K Sell
2,122
-196
-8% -$25K 0.06% 207
2019
Q4
$319K Sell
2,318
-242
-9% -$33.3K 0.05% 234
2019
Q3
$364K Buy
+2,560
New +$364K 0.06% 216
2019
Q2
Sell
-2,055
Closed -$255K 299
2019
Q1
$255K Sell
2,055
-300
-13% -$37.2K 0.05% 254
2018
Q4
$268K Hold
2,355
0.06% 231
2018
Q3
$268K Buy
+2,355
New +$268K 0.06% 226