Juncture Wealth Strategies’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,529
| Closed | -$326K | – | 137 |
|
|
2025
Q2 | $326K | Buy |
2,529
+2
| +0.1% | +$271 | 0.12% | 94 |
|
|
2025
Q1 | $359K | Buy |
2,527
+56
| +2% | +$7.55K | 0.14% | 91 |
|
|
2024
Q4 | $324K | Sell |
2,471
-98
| -4% | -$13.4K | 0.12% | 101 |
|
|
2024
Q3 | $366K | Sell |
2,569
-1,400
| -35% | -$198K | 0.14% | 89 |
|
|
2024
Q2 | $549K | Sell |
3,969
-18
| -0.5% | -$2.4K | 0.23% | 59 |
|
|
2024
Q1 | $516K | Sell |
3,987
-609
| -13% | -$74.8K | 0.22% | 59 |
|
|
2023
Q4 | $558K | Sell |
4,596
-967
| -17% | -$117K | 0.25% | 68 |
|
|
2023
Q3 | $672K | Sell |
5,563
-400
| -7% | -$51.7K | 0.33% | 64 |
|
|
2023
Q2 | $823K | Buy |
5,963
+83
| +1% | +$11.6K | 0.39% | 48 |
|
|
2023
Q1 | $789K | Buy |
5,880
+150
| +3% | +$19.5K | 0.39% | 48 |
|
|
2022
Q4 | $778K | Sell |
5,730
-700
| -11% | -$88.9K | 0.37% | 48 |
|
|
2022
Q3 | $724K | Buy |
6,430
+400
| +7% | +$52K | 0.36% | 53 |
|
|
2022
Q2 | $815K | Buy |
6,030
+142
| +2% | +$18.7K | 0.4% | 45 |
|
|
2022
Q1 | $725K | Buy |
5,888
+179
| +3% | +$23.6K | 0.34% | 54 |
|
|
2021
Q4 | $816K | Buy |
5,709
+200
| +4% | +$26.9K | 0.39% | 55 |
|
|
2021
Q3 | $730K | Buy |
5,509
+600
| +12% | +$81.6K | 0.39% | 53 |
|
|
2021
Q2 | $657K | Buy |
4,909
+350
| +8% | +$46.7K | 0.38% | 60 |
|
|
2021
Q1 | $631K | Buy |
4,559
+400
| +10% | +$53.1K | 0.4% | 58 |
|
|
2020
Q4 | $561K | Buy |
4,159
+809
| +24% | +$113K | 0.36% | 63 |
|
|
2020
Q3 | $495K | Sell |
3,350
-200
| -6% | -$30K | 0.34% | 67 |
|
|
2020
Q2 | $502K | Sell |
3,550
-300
| -8% | -$41.4K | 0.38% | 57 |
|
|
2020
Q1 | $492K | Buy |
3,850
+750
| +24% | +$104K | 0.45% | 49 |
|
|
2019
Q4 | $426K | Sell |
3,100
-1,100
| -26% | -$149K | 0.35% | 75 |
|
|
2019
Q3 | $597K | Sell |
4,200
-700
| -14% | -$96.2K | 0.53% | 48 |
|
|
2019
Q2 | $653K | Buy |
4,900
+200
| +4% | +$25.8K | 0.53% | 51 |
|
|
2019
Q1 | $582K | Buy |
4,700
+1,700
| +57% | +$198K | 0.45% | 56 |
|
|
2018
Q4 | $342K | Sell |
3,000
-1,200
| -29% | -$133K | 0.23% | 83 |
|
|
2018
Q3 | $477K | Sell |
4,200
-800
| -16% | -$89.7K | 0.25% | 75 |
|
|
2018
Q2 | $527K | Sell |
5,000
-100
| -2% | -$10.4K | 0.28% | 70 |
|
|
2018
Q1 | $562K | Sell |
5,100
-400
| -7% | -$45.5K | 0.31% | 66 |
|
|
2017
Q4 | $664K | Sell |
5,500
-500
| -8% | -$58.3K | 0.37% | 65 |
|
|
2017
Q3 | $706K | Sell |
6,000
-700
| -10% | -$85.5K | 0.4% | 57 |
|
|
2017
Q2 | $865K | Sell |
6,700
-400
| -6% | -$52K | 0.5% | 51 |
|
|
2017
Q1 | $935K | Sell |
7,100
-200
| -3% | -$25.2K | 0.57% | 46 |
|
|
2016
Q4 | $833K | Sell |
7,300
-400
| -5% | -$46.4K | 0.58% | 46 |
|
|
2016
Q3 | $971K | Sell |
7,700
-200
| -3% | -$25.9K | 0.66% | 42 |
|
|
2016
Q2 | $1.09M | Hold |
7,900
| – | – | 0.77% | 34 |
|
|
2016
Q1 | $1.06M | Sell |
7,900
-200
| -2% | -$26K | 0.8% | 29 |
|
|
2015
Q4 | $1.03M | Buy |
8,100
+800
| +11% | +$96K | 0.79% | 29 |
|
|
2015
Q3 | $796K | Buy |
7,300
+4,400
| +152% | +$485K | 0.65% | 39 |
|
|
2015
Q2 | $307K | Buy |
2,900
+600
| +26% | +$65.3K | 0.25% | 63 |
|
|
2015
Q1 | $246K | Buy |
+2,300
| New | +$254K | 0.2% | 65 |
|
Other funds holding KMB
