LifeSteps 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 | $326K | Hold |
2,525
| – | – | 0.22% | 69 |
|
|
2025
Q1 | $359K | Hold |
2,525
| – | – | 0.29% | 57 |
|
|
2024
Q4 | $331K | Hold |
2,525
| – | – | 0.25% | 58 |
|
|
2024
Q3 | $359K | Hold |
2,525
| – | – | 0.28% | 56 |
|
|
2024
Q2 | $349K | Hold |
2,525
| – | – | 0.29% | 56 |
|
|
2024
Q1 | $327K | Hold |
2,525
| – | – | 0.25% | 59 |
|
|
2023
Q4 | $307K | Hold |
2,525
| – | – | 0.27% | 58 |
|
|
2023
Q3 | $305K | Sell |
2,525
-160
| -6% | -$19.3K | 0.31% | 52 |
|
|
2023
Q2 | $371K | Hold |
2,685
| – | – | 0.37% | 48 |
|
|
2023
Q1 | $360K | Hold |
2,685
| – | – | 0.38% | 48 |
|
|
2022
Q4 | $364K | Buy |
2,685
+752
| +39% | +$102K | 0.38% | 47 |
|
|
2022
Q3 | $218K | Sell |
1,933
-175
| -8% | -$19.7K | 0.25% | 70 |
|
|
2022
Q2 | $285K | Hold |
2,108
| – | – | 0.3% | 58 |
|
|
2022
Q1 | $260K | Sell |
2,108
-50
| -2% | -$6.17K | 0.19% | 73 |
|
|
2021
Q4 | $308K | Hold |
2,158
| – | – | 0.22% | 65 |
|
|
2021
Q3 | $286K | Sell |
2,158
-30
| -1% | -$3.98K | 0.22% | 68 |
|
|
2021
Q2 | $293K | Hold |
2,188
| – | – | 0.23% | 67 |
|
|
2021
Q1 | $304K | Hold |
2,188
| – | – | 0.25% | 66 |
|
|
2020
Q4 | $295K | Hold |
2,188
| – | – | 0.27% | 57 |
|
|
2020
Q3 | $323K | Hold |
2,188
| – | – | 0.34% | 50 |
|
|
2020
Q2 | $309K | Hold |
2,188
| – | – | 0.36% | 50 |
|
|
2020
Q1 | $280K | Hold |
2,188
| – | – | 0.32% | 58 |
|
|
2019
Q4 | $301K | Buy |
+2,188
| New | +$301K | 0.28% | 65 |
|