Keudell/Morrison Wealth Management’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
$310K Buy
2,405
+763
+46% +$98.4K 0.07% 163
2025
Q1
$234K Sell
1,642
-3
-0.2% -$427 0.06% 190
2024
Q4
$216K Sell
1,645
-46
-3% -$6.03K 0.06% 200
2024
Q3
$241K Sell
1,691
-1,379
-45% -$196K 0.07% 187
2024
Q2
$424K Sell
3,070
-1,102
-26% -$152K 0.12% 130
2024
Q1
$540K Buy
4,172
+639
+18% +$82.7K 0.16% 105
2023
Q4
$429K Sell
3,533
-365
-9% -$44.4K 0.14% 116
2023
Q3
$471K Buy
3,898
+216
+6% +$26.1K 0.14% 104
2023
Q2
$508K Sell
3,682
-108
-3% -$14.9K 0.15% 101
2023
Q1
$509K Sell
3,790
-311
-8% -$41.7K 0.15% 99
2022
Q4
$557K Buy
4,101
+344
+9% +$46.7K 0.18% 90
2022
Q3
$423K Buy
3,757
+236
+7% +$26.6K 0.16% 99
2022
Q2
$476K Buy
3,521
+395
+13% +$53.4K 0.17% 98
2022
Q1
$385K Sell
3,126
-737
-19% -$90.8K 0.16% 122
2021
Q4
$552K Buy
3,863
+253
+7% +$36.2K 0.22% 93
2021
Q3
$478K Buy
3,610
+426
+13% +$56.4K 0.2% 103
2021
Q2
$426K Buy
3,184
+42
+1% +$5.62K 0.23% 109
2021
Q1
$437K Buy
3,142
+351
+13% +$48.8K 0.25% 104
2020
Q4
$376K Buy
2,791
+716
+35% +$96.5K 0.24% 110
2020
Q3
$306K Sell
2,075
-206
-9% -$30.4K 0.2% 114
2020
Q2
$322K Sell
2,281
-890
-28% -$126K 0.27% 109
2020
Q1
$405K Buy
3,171
+10
+0.3% +$1.28K 0.4% 85
2019
Q4
$435K Buy
3,161
+28
+0.9% +$3.85K 0.3% 90
2019
Q3
$445K Sell
3,133
-602
-16% -$85.5K 0.37% 82
2019
Q2
$508K Sell
3,735
-833
-18% -$113K 0.44% 75
2019
Q1
$566K Buy
+4,568
New +$566K 0.5% 67