Lifeworks 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
$489K Sell
3,794
-389
-9% -$50.1K 0.07% 196
2025
Q1
$595K Buy
4,183
+351
+9% +$49.9K 0.1% 168
2024
Q4
$502K Buy
3,832
+456
+14% +$59.8K 0.09% 167
2024
Q3
$480K Buy
3,376
+7
+0.2% +$996 0.09% 167
2024
Q2
$466K Buy
3,369
+244
+8% +$33.7K 0.13% 132
2024
Q1
$404K Sell
3,125
-659
-17% -$85.3K 0.11% 143
2023
Q4
$460K Sell
3,784
-2,041
-35% -$248K 0.16% 122
2023
Q3
$704K Buy
5,825
+2,028
+53% +$245K 0.27% 98
2023
Q2
$524K Sell
3,797
-282
-7% -$38.9K 0.22% 103
2023
Q1
$547K Buy
4,079
+712
+21% +$95.6K 0.26% 99
2022
Q4
$457K Buy
3,367
+1,123
+50% +$152K 0.26% 84
2022
Q3
$279K Buy
2,244
+383
+21% +$47.6K 0.16% 106
2022
Q2
$252K Buy
+1,861
New +$252K 0.16% 112