Fiduciary Alliance’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 | $790K | Buy |
6,128
+2,785
| +83% | +$359K | 0.06% | 256 |
|
|
2025
Q1 | $475K | Sell |
3,343
-100
| -3% | -$14.2K | 0.05% | 263 |
|
|
2024
Q4 | $451K | Buy |
3,443
+1,456
| +73% | +$191K | 0.05% | 248 |
|
|
2024
Q3 | $283K | Buy |
+1,987
| New | +$283K | 0.04% | 208 |
|
|
2023
Q3 | – | Sell |
-208
| Closed | -$28.7K | – | 595 |
|
|
2023
Q2 | $28.7K | Buy |
+208
| New | +$28.7K | 0.01% | 395 |
|
|
2023
Q1 | – | Sell |
-208
| Closed | -$28.2K | – | 526 |
|
|
2022
Q4 | $28.2K | Buy |
+208
| New | +$28.2K | 0.01% | 278 |
|