Heritage Trust’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 | $330K | Sell |
2,560
-2,987
| -54% | -$385K | 0.04% | 252 |
|
|
2025
Q1 | $789K | Sell |
5,547
-41
| -0.7% | -$5.83K | 0.1% | 170 |
|
|
2024
Q4 | $732K | Buy |
+5,588
| New | +$732K | 0.09% | 171 |
|
|
2024
Q2 | $360K | Sell |
2,604
-520
| -17% | -$71.9K | 0.05% | 222 |
|
|
2024
Q1 | $404K | Sell |
3,124
-3
| -0.1% | -$388 | 0.05% | 208 |
|
|
2023
Q4 | $380K | Sell |
3,127
-675
| -18% | -$82K | 0.05% | 212 |
|
|
2023
Q3 | $459K | Hold |
3,802
| – | – | 0.07% | 185 |
|
|
2023
Q2 | $525K | Buy |
3,802
+260
| +7% | +$35.9K | 0.08% | 179 |
|
|
2023
Q1 | $475K | Sell |
3,542
-190
| -5% | -$25.5K | 0.07% | 177 |
|
|
2022
Q4 | $507K | Buy |
3,732
+912
| +32% | +$124K | 0.08% | 178 |
|
|
2022
Q3 | $317K | Hold |
2,820
| – | – | 0.06% | 202 |
|
|
2022
Q2 | $381K | Sell |
2,820
-11
| -0.4% | -$1.49K | 0.06% | 199 |
|
|
2022
Q1 | $349K | Hold |
2,831
| – | – | 0.05% | 203 |
|
|
2021
Q4 | $404K | Hold |
2,831
| – | – | 0.05% | 201 |
|
|
2021
Q3 | $375K | Buy |
2,831
+97
| +4% | +$12.8K | 0.05% | 197 |
|
|
2021
Q2 | $366K | Sell |
2,734
-49
| -2% | -$6.56K | 0.05% | 201 |
|
|
2021
Q1 | $387K | Sell |
2,783
-35
| -1% | -$4.87K | 0.06% | 188 |
|
|
2020
Q4 | $380K | Hold |
2,818
| – | – | 0.06% | 174 |
|
|
2020
Q3 | $416K | Buy |
2,818
+973
| +53% | +$144K | 0.08% | 159 |
|
|
2020
Q2 | $261K | Sell |
1,845
-961
| -34% | -$136K | 0.05% | 182 |
|
|
2020
Q1 | $359K | Sell |
2,806
-33
| -1% | -$4.22K | 0.09% | 144 |
|
|
2019
Q4 | $391K | Sell |
2,839
-97
| -3% | -$13.4K | 0.08% | 144 |
|
|
2019
Q3 | $417K | Buy |
2,936
+220
| +8% | +$31.2K | 0.09% | 143 |
|
|
2019
Q2 | $362K | Hold |
2,716
| – | – | 0.08% | 147 |
|
|
2019
Q1 | $336K | Buy |
2,716
+1,771
| +187% | +$219K | 0.08% | 148 |
|
|
2018
Q4 | $107K | Sell |
945
-50
| -5% | -$5.66K | 0.04% | 156 |
|
|
2018
Q3 | $113K | Hold |
995
| – | – | 0.04% | 158 |
|
|
2018
Q2 | $105K | Hold |
995
| – | – | 0.04% | 156 |
|
|
2018
Q1 | $110K | Hold |
995
| – | – | 0.04% | 149 |
|
|
2017
Q4 | $120K | Hold |
995
| – | – | 0.04% | 136 |
|
|
2017
Q3 | $117K | Hold |
995
| – | – | 0.04% | 141 |
|
|
2017
Q2 | $128K | Buy |
995
+100
| +11% | +$12.9K | 0.05% | 132 |
|
|
2017
Q1 | $118K | Buy |
+895
| New | +$118K | 0.05% | 138 |
|