EWM
Evermay Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Hold |
461
| – | – | 0.01% | 307 |
|
|
2025
Q1 | $66.1K | Hold |
461
| – | – | 0.01% | 302 |
|
|
2024
Q4 | $61K | Sell |
461
-18
| -4% | -$2.38K | 0.01% | 303 |
|
|
2024
Q3 | $68.8K | Sell |
479
-12
| -2% | -$1.72K | 0.01% | 309 |
|
|
2024
Q2 | $68.5K | Hold |
491
| – | – | 0.01% | 316 |
|
|
2024
Q1 | $64.1K | Buy |
491
+3
| +0.6% | +$392 | 0.01% | 331 |
|
|
2023
Q4 | $59.9K | Sell |
488
-21
| -4% | -$2.58K | 0.01% | 312 |
|
|
2023
Q3 | $62.1K | Hold |
509
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $70.9K | Hold |
509
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $68.9K | Hold |
509
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $69.7K | Hold |
509
| – | – | 0.01% | 263 |
|
|
2022
Q3 | $58K | Hold |
509
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $69K | Hold |
509
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $63K | Sell |
509
-360
| -41% | -$44.6K | 0.01% | 283 |
|
|
2021
Q4 | $124K | Sell |
869
-116
| -12% | -$16.6K | 0.02% | 210 |
|
|
2021
Q3 | $130K | Hold |
985
| – | – | 0.03% | 197 |
|
|
2021
Q2 | $132K | Sell |
985
-765
| -44% | -$103K | 0.02% | 205 |
|
|
2021
Q1 | $243K | Hold |
1,750
| – | – | 0.05% | 156 |
|
|
2020
Q4 | $236K | Hold |
1,750
| – | – | 0.05% | 153 |
|
|
2020
Q3 | $258K | Hold |
1,750
| – | – | 0.06% | 134 |
|
|
2020
Q2 | $247K | Buy |
1,750
+50
| +3% | +$7.06K | 0.07% | 129 |
|
|
2020
Q1 | $217K | Buy |
1,700
+85
| +5% | +$10.9K | 0.07% | 131 |
|
|
2019
Q4 | $222K | Buy |
+1,615
| New | +$222K | 0.05% | 150 |
|
|
2018
Q1 | – | Sell |
-1,715
| Closed | -$207K | – | 141 |
|
|
2017
Q4 | $207K | Buy |
+1,715
| New | +$207K | 0.08% | 134 |
|