Lakeshore Financial Planning’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 | $306K | Hold |
2,371
| – | – | 0.12% | 52 |
|
|
2025
Q1 | $337K | Hold |
2,371
| – | – | 0.14% | 46 |
|
|
2024
Q4 | $311K | Hold |
2,371
| – | – | 0.13% | 52 |
|
|
2024
Q3 | $337K | Buy |
2,371
+140
| +6% | +$19.9K | 0.15% | 45 |
|
|
2024
Q2 | $308K | Sell |
2,231
-104
| -4% | -$14.4K | 0.15% | 46 |
|
|
2024
Q1 | $302K | Buy |
2,335
+1
| +0% | +$129 | 0.15% | 46 |
|
|
2023
Q4 | $284K | Buy |
2,334
+2
| +0.1% | +$243 | 0.16% | 42 |
|
|
2023
Q3 | $282K | Buy |
+2,332
| New | +$282K | 0.16% | 44 |
|