GoalVest Advisory’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 | $3.87K | Buy |
+30
| New | +$3.87K | ﹤0.01% | 335 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 385 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 373 |
|
|
2024
Q1 | – | Sell |
-12
| Closed | -$1.46K | – | 445 |
|
|
2023
Q4 | $1.46K | Buy |
12
+10
| +500% | +$1.22K | ﹤0.01% | 342 |
|
|
2023
Q3 | $242 | Sell |
2
-6,559
| -100% | -$794K | ﹤0.01% | 468 |
|
|
2023
Q2 | $906K | Sell |
6,561
-3,092
| -32% | -$427K | 0.47% | 39 |
|
|
2023
Q1 | $1.3M | Buy |
9,653
+803
| +9% | +$108K | 0.76% | 27 |
|
|
2022
Q4 | $1.2M | Buy |
8,850
+742
| +9% | +$101K | 0.78% | 29 |
|
|
2022
Q3 | $912K | Buy |
8,108
+1,695
| +26% | +$191K | 0.64% | 40 |
|
|
2022
Q2 | $873K | Buy |
+6,413
| New | +$873K | 0.55% | 55 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 449 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 245 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 207 |
|