Lantz Financial’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 | $242K | Buy |
+1,874
| New | +$242K | 0.06% | 208 |
|
|
2024
Q3 | – | Sell |
-1,651
| Closed | -$228K | – | 237 |
|
|
2024
Q2 | $228K | Sell |
1,651
-792
| -32% | -$109K | 0.07% | 193 |
|
|
2024
Q1 | $316K | Buy |
2,443
+64
| +3% | +$8.28K | 0.1% | 161 |
|
|
2023
Q4 | $289K | Buy |
2,379
+127
| +6% | +$15.4K | 0.1% | 161 |
|
|
2023
Q3 | $272K | Buy |
2,252
+160
| +8% | +$19.3K | 0.11% | 149 |
|
|
2023
Q2 | $289K | Buy |
2,092
+1
| +0% | +$138 | 0.11% | 147 |
|
|
2023
Q1 | $281K | Buy |
2,091
+90
| +4% | +$12.1K | 0.12% | 139 |
|
|
2022
Q4 | $272K | Buy |
+2,001
| New | +$272K | 0.12% | 139 |
|
|
2022
Q3 | – | Sell |
-1,692
| Closed | -$229K | – | 171 |
|
|
2022
Q2 | $229K | Buy |
+1,692
| New | +$229K | 0.1% | 151 |
|