Marcum Wealth’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$287K Sell
2024
Q4
$269K Sell
2024
Q3
$306K Sell
2024
Q2
$306K Sell
2024
Q1
$307K Buy
2023
Q4
$276K Sell
2023
Q3
$336K Sell
2023
Q2
$495K Hold
2023
Q1
$482K Sell
2022
Q4
$516K Buy
2022
Q3
$386K Buy
2022
Q2
$457K Buy
2022
Q1
$360K Sell
2021
Q4
$452K Buy
2021
Q3
$411K Buy
2021
Q2
$374K Sell
2021
Q1
$420K Buy
2020
Q3
Sell
2020
Q2
$207K Buy