Diversified Trust’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
$5.89M Sell
45,672
-20,461
-31% -$2.64M 0.13% 95
2025
Q1
$9.41M Sell
66,133
-3,515
-5% -$500K 0.23% 59
2024
Q4
$9.13M Buy
69,648
+195
+0.3% +$25.6K 0.22% 59
2024
Q3
$9.88M Buy
69,453
+1,534
+2% +$218K 0.25% 52
2024
Q2
$9.39M Buy
67,919
+7,860
+13% +$1.09M 0.27% 50
2024
Q1
$7.77M Buy
60,059
+8,421
+16% +$1.09M 0.23% 57
2023
Q4
$6.27M Buy
51,638
+30,128
+140% +$3.66M 0.21% 62
2023
Q3
$2.6M Buy
21,510
+3,589
+20% +$434K 0.1% 116
2023
Q2
$2.47M Buy
17,921
+3,469
+24% +$479K 0.09% 127
2023
Q1
$1.94M Sell
14,452
-2,143
-13% -$288K 0.08% 149
2022
Q4
$2.25M Buy
16,595
+12,680
+324% +$1.72M 0.09% 121
2022
Q3
$441K Buy
3,915
+1,306
+50% +$147K 0.02% 430
2022
Q2
$353K Sell
2,609
-20
-0.8% -$2.71K 0.01% 515
2022
Q1
$324K Buy
2,629
+844
+47% +$104K 0.01% 591
2021
Q4
$255K Sell
1,785
-64
-3% -$9.14K 0.01% 689
2021
Q3
$245K Buy
1,849
+54
+3% +$7.16K 0.01% 658
2021
Q2
$240K Sell
1,795
-809
-31% -$108K 0.01% 639
2021
Q1
$362K Sell
2,604
-2,066
-44% -$287K 0.01% 484
2020
Q4
$630K Buy
4,670
+81
+2% +$10.9K 0.03% 281
2020
Q3
$678K Buy
4,589
+1,861
+68% +$275K 0.03% 251
2020
Q2
$386K Sell
2,728
-1,252
-31% -$177K 0.02% 313
2020
Q1
$509K Buy
3,980
+12
+0.3% +$1.54K 0.03% 201
2019
Q4
$546K Buy
+3,968
New +$546K 0.02% 221