Kingswood Wealth Advisors’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 | $301K | Sell |
2,338
-719
| -24% | -$92.7K | 0.02% | 568 |
|
|
2025
Q1 | $435K | Sell |
3,057
-1,060
| -26% | -$151K | 0.04% | 433 |
|
|
2024
Q4 | $540K | Sell |
4,117
-3,591
| -47% | -$471K | 0.04% | 417 |
|
|
2024
Q3 | $1.1M | Buy |
7,708
+2,356
| +44% | +$335K | 0.08% | 268 |
|
|
2024
Q2 | $740K | Buy |
5,352
+959
| +22% | +$133K | 0.07% | 298 |
|
|
2024
Q1 | $568K | Sell |
4,393
-2,963
| -40% | -$383K | 0.07% | 312 |
|
|
2023
Q4 | $894K | Buy |
7,356
+4,461
| +154% | +$542K | 0.1% | 215 |
|
|
2023
Q3 | $1.15M | Buy |
+2,895
| New | +$1.15M | 0.2% | 131 |
|