FWM
ForthRight 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 |
-1,418
| Closed | -$202K | – | 68 |
|
2025
Q1 | $202K | Buy |
+1,418
| New | +$202K | 0.07% | 65 |
|
2024
Q4 | – | Sell |
-1,418
| Closed | -$202K | – | 64 |
|
2024
Q3 | $202K | Sell |
1,418
-57
| -4% | -$8.11K | 0.07% | 63 |
|
2024
Q2 | $204K | Buy |
+1,475
| New | +$204K | 0.07% | 63 |
|
2023
Q3 | – | Sell |
-1,475
| Closed | -$204K | – | 58 |
|
2023
Q2 | $204K | Sell |
1,475
-166
| -10% | -$22.9K | 0.09% | 56 |
|
2023
Q1 | $220K | Buy |
+1,641
| New | +$220K | 0.1% | 52 |
|
2022
Q1 | – | Sell |
-1,418
| Closed | -$203K | – | 46 |
|
2021
Q4 | $203K | Buy |
+1,418
| New | +$203K | 0.11% | 45 |
|
2021
Q1 | – | Sell |
-28
| Closed | -$4K | – | 115 |
|
2020
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 157 |
|