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Heritage Wealth Management (Ohio)’s Kimberly-Clark KMB Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$436K Hold
3,380
– – 0.14% 155
2025
Q1 		$481K Hold
3,380
– – 0.16% 137
2024
Q4 		$443K Hold
3,380
– – 0.15% 145
2024
Q3 		$481K Hold
3,380
– – 0.16% 141
2024
Q2 		$467K Buy
+3,380
New +$467K 0.16% 138