DWM
Defined Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,439
| Closed | -$205K | – | 109 |
|
|
2025
Q1 | $205K | Buy |
+1,439
| New | +$205K | 0.14% | 106 |
|
|
2024
Q4 | – | Sell |
-1,421
| Closed | -$202K | – | 109 |
|
|
2024
Q3 | $202K | Buy |
+1,421
| New | +$202K | 0.13% | 108 |
|
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$200K | – | 95 |
|
|
2021
Q4 | $200K | Buy |
+1,400
| New | +$200K | 0.16% | 95 |
|
|
2021
Q2 | – | Sell |
-1,475
| Closed | -$205K | – | 95 |
|
|
2021
Q1 | $205K | Hold |
1,475
| – | – | 0.19% | 90 |
|
|
2020
Q4 | $199K | Buy |
+1,475
| New | +$199K | 0.2% | 91 |
|