JPWM
Jamison Private Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
4,650
+186
| +4% | +$24K | 0.09% | 135 |
|
|
2025
Q1 | $635K | Buy |
4,464
+138
| +3% | +$19.6K | 0.1% | 127 |
|
|
2024
Q4 | $567K | Buy |
4,326
+1
| +0% | +$131 | 0.08% | 138 |
|
|
2024
Q3 | $615K | Buy |
4,325
+946
| +28% | +$135K | 0.09% | 128 |
|
|
2024
Q2 | $467K | Buy |
3,379
+142
| +4% | +$19.6K | 0.08% | 135 |
|
|
2024
Q1 | $419K | Sell |
3,237
-65
| -2% | -$8.41K | 0.07% | 139 |
|
|
2023
Q4 | $401K | Sell |
3,302
-8
| -0.2% | -$972 | 0.08% | 139 |
|
|
2023
Q3 | $400K | Buy |
+3,310
| New | +$400K | 0.08% | 135 |
|