EverSource Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Buy
4,087
+245
+6% +$31.6K 0.02% 436
2025
Q1
$546K Buy
3,842
+746
+24% +$106K 0.03% 362
2024
Q4
$406K Buy
3,096
+123
+4% +$16.1K 0.02% 416
2024
Q3
$423K Buy
2,973
+408
+16% +$58K 0.03% 363
2024
Q2
$346K Buy
2,565
+594
+30% +$80.2K 0.02% 401
2024
Q1
$269K Buy
1,971
+130
+7% +$17.8K 0.02% 409
2023
Q4
$224K Sell
1,841
-320
-15% -$38.9K 0.02% 409
2023
Q3
$261K Buy
2,161
+107
+5% +$12.9K 0.03% 344
2023
Q2
$284K Buy
2,054
+16
+0.8% +$2.21K 0.03% 322
2023
Q1
$274K Sell
2,038
-193
-9% -$25.9K 0.03% 316
2022
Q4
$303K Buy
2,231
+731
+49% +$99.3K 0.05% 281
2022
Q3
$169K Buy
1,500
+500
+50% +$56.3K 0.04% 326
2022
Q2
$136K Buy
1,000
+380
+61% +$51.7K 0.04% 313
2022
Q1
$76K Sell
620
-164
-21% -$20.1K 0.02% 398
2021
Q4
$112K Buy
+784
New +$112K 0.03% 293