Lederer & Associates Investment Counsel’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 | $947K | Buy |
7,342
+947
| +15% | +$122K | 0.63% | 54 |
|
2025
Q1 | $909K | Hold |
6,395
| – | – | 0.67% | 52 |
|
2024
Q4 | $838K | Sell |
6,395
-282
| -4% | -$37K | 0.59% | 60 |
|
2024
Q3 | $950K | Sell |
6,677
-33
| -0.5% | -$4.7K | 0.67% | 52 |
|
2024
Q2 | $927K | Sell |
6,710
-863
| -11% | -$119K | 0.67% | 51 |
|
2024
Q1 | $980K | Hold |
7,573
| – | – | 0.68% | 56 |
|
2023
Q4 | $920K | Buy |
7,573
+260
| +4% | +$31.6K | 0.68% | 55 |
|
2023
Q3 | $884K | Buy |
+7,313
| New | +$884K | 0.7% | 53 |
|