GeoWealth Management’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
$269K Buy
2,090
+341
+19% +$44K 0.01% 573
2025
Q1
$249K Sell
1,749
-274
-14% -$39K 0.01% 596
2024
Q4
$265K Sell
2,023
-388
-16% -$50.8K 0.01% 661
2024
Q3
$343K Sell
2,411
-59
-2% -$8.4K 0.01% 568
2024
Q2
$341K Buy
2,470
+400
+19% +$55.3K 0.01% 544
2024
Q1
$268K Buy
2,070
+733
+55% +$94.8K 0.01% 603
2023
Q4
$163K Buy
1,337
+1,122
+522% +$137K 0.01% 535
2023
Q3
$26K Sell
215
-97
-31% -$11.7K ﹤0.01% 424
2023
Q2
$43K Buy
312
+153
+96% +$21.1K ﹤0.01% 338
2023
Q1
$21K Buy
159
+7
+5% +$925 ﹤0.01% 319
2022
Q4
$21K Sell
152
-23
-13% -$3.18K ﹤0.01% 317
2022
Q3
$19K Buy
175
+25
+17% +$2.71K ﹤0.01% 316
2022
Q2
$20K Buy
150
+18
+14% +$2.4K ﹤0.01% 302
2022
Q1
$16K Buy
132
+6
+5% +$727 ﹤0.01% 378
2021
Q4
$18K Hold
126
﹤0.01% 360
2021
Q3
$17K Sell
126
-262
-68% -$35.3K ﹤0.01% 377
2021
Q2
$52K Buy
+388
New +$52K 0.01% 253