LWM
Lodestone Wealth Management’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Sell |
2,010
-218
| -10% | -$28.1K | 0.13% | 142 |
|
2025
Q1 | $317K | Buy |
2,228
+2
| +0.1% | +$284 | 0.17% | 116 |
|
2024
Q4 | $292K | Hold |
2,226
| – | – | 0.15% | 119 |
|
2024
Q3 | $317K | Sell |
2,226
-31
| -1% | -$4.41K | 0.16% | 113 |
|
2024
Q2 | $312K | Buy |
2,257
+2
| +0.1% | +$276 | 0.16% | 117 |
|
2024
Q1 | $292K | Buy |
2,255
+2
| +0.1% | +$259 | 0.15% | 123 |
|
2023
Q4 | $274K | Buy |
2,253
+9
| +0.4% | +$1.09K | 0.16% | 124 |
|
2023
Q3 | $271K | Buy |
2,244
+2
| +0.1% | +$242 | 0.19% | 108 |
|
2023
Q2 | $309K | Buy |
2,242
+2
| +0.1% | +$276 | 0.21% | 108 |
|
2023
Q1 | $301K | Buy |
2,240
+14
| +0.6% | +$1.88K | 0.23% | 106 |
|
2022
Q4 | $302K | Buy |
+2,226
| New | +$302K | 0.24% | 94 |
|