Marcum Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $287K | Sell |
2,016
-34
| -2% | -$4.84K | 0.02% | 293 |
|
|
2024
Q4 | $269K | Sell |
2,050
-102
| -5% | -$13.4K | 0.02% | 302 |
|
|
2024
Q3 | $306K | Sell |
2,152
-65
| -3% | -$9.25K | 0.03% | 278 |
|
|
2024
Q2 | $306K | Sell |
2,217
-154
| -6% | -$21.3K | 0.03% | 268 |
|
|
2024
Q1 | $307K | Buy |
2,371
+99
| +4% | +$12.8K | 0.03% | 264 |
|
|
2023
Q4 | $276K | Sell |
2,272
-509
| -18% | -$61.8K | 0.03% | 269 |
|
|
2023
Q3 | $336K | Sell |
2,781
-807
| -22% | -$97.5K | 0.04% | 222 |
|
|
2023
Q2 | $495K | Hold |
3,588
| – | – | 0.06% | 176 |
|
|
2023
Q1 | $482K | Sell |
3,588
-212
| -6% | -$28.5K | 0.06% | 177 |
|
|
2022
Q4 | $516K | Buy |
3,800
+369
| +11% | +$50.1K | 0.07% | 164 |
|
|
2022
Q3 | $386K | Buy |
3,431
+50
| +1% | +$5.63K | 0.06% | 194 |
|
|
2022
Q2 | $457K | Buy |
3,381
+460
| +16% | +$62.2K | 0.07% | 171 |
|
|
2022
Q1 | $360K | Sell |
2,921
-242
| -8% | -$29.8K | 0.05% | 216 |
|
|
2021
Q4 | $452K | Buy |
3,163
+58
| +2% | +$8.29K | 0.06% | 186 |
|
|
2021
Q3 | $411K | Buy |
3,105
+310
| +11% | +$41K | 0.06% | 184 |
|
|
2021
Q2 | $374K | Sell |
2,795
-222
| -7% | -$29.7K | 0.06% | 186 |
|
|
2021
Q1 | $420K | Buy |
+3,017
| New | +$420K | 0.07% | 171 |
|
|
2020
Q3 | – | Sell |
-1,463
| Closed | -$207K | – | 125 |
|
|
2020
Q2 | $207K | Buy |
+1,463
| New | +$207K | 0.06% | 111 |
|