Mark Sheptoff Financial Planning’s Kimberly-Clark KMB Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KMB Stock Details KMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$413K	Hold	3,200	–	–	0.22%	63
2025 Q1	$455K	Hold	3,200	–	–	0.25%	59
2024 Q4	$419K	Hold	3,200	–	–	0.23%	63
2024 Q3	$455K	Hold	3,200	–	–	0.24%	57
2024 Q2	$442K	Sell	3,200 -67	-2%	-$9.26K	0.25%	59
2024 Q1	$423K	Hold	3,267	–	–	0.23%	61
2023 Q4	$397K	Hold	3,267	–	–	0.24%	57
2023 Q3	$395K	Hold	3,267	–	–	0.25%	54
2023 Q2	$451K	Hold	3,267	–	–	0.26%	56
2023 Q1	$438K	Sell	3,267 -22	-0.7%	-$2.95K	0.25%	61
2022 Q4	$446K	Buy	3,289 +22	+0.7%	+$2.99K	0.26%	59
2022 Q3	$368K	Sell	3,267 -7	-0.2%	-$788	0.22%	64
2022 Q2	$442K	Hold	3,274	–	–	0.25%	65
2022 Q1	$403K	Buy	3,274 +200	+7%	+$24.6K	0.2%	71
2021 Q4	$439K	Buy	3,074 +7	+0.2%	+$1K	0.21%	71
2021 Q3	$406K	Hold	3,067	–	–	0.22%	67
2021 Q2	$410K	Hold	3,067	–	–	0.22%	70
2021 Q1	$426K	Sell	3,067 -67	-2%	-$9.31K	0.24%	65
2020 Q4	$423K	Hold	3,134	–	–	0.24%	63
2020 Q3	$463K	Hold	3,134	–	–	0.28%	56
2020 Q2	$443K	Hold	3,134	–	–	0.29%	55
2020 Q1	$401K	Hold	3,134	–	–	0.3%	52
2019 Q4	$431K	Hold	3,134	–	–	0.27%	61
2019 Q3	$445K	Hold	3,134	–	–	0.3%	55
2019 Q2	$418K	Hold	3,134	–	–	0.29%	62
2019 Q1	$388K	Hold	3,134	–	–	0.28%	67
2018 Q4	$357K	Hold	3,134	–	–	0.3%	63
2018 Q3	$356K	Hold	3,134	–	–	0.24%	75
2018 Q2	$330K	Hold	3,134	–	–	0.24%	79
2018 Q1	$345K	Sell	3,134 -66	-2%	-$7.27K	0.24%	80
2017 Q4	$386K	Sell	3,200 -350	-10%	-$42.2K	0.25%	78
2017 Q3	$418K	Sell	3,550 -360	-9%	-$42.4K	0.28%	73
2017 Q2	$505K	Buy	3,910 +99	+3%	+$12.8K	0.35%	65
2017 Q1	$502K	Buy	3,811 +1,001	+36%	+$132K	0.36%	66
2016 Q4	$321K	Hold	2,810	–	–	0.24%	79
2016 Q3	$354K	Hold	2,810	–	–	0.26%	69
2016 Q2	$386K	Buy	2,810 +610	+28%	+$83.8K	0.29%	69
2016 Q1	$296K	Hold	2,200	–	–	0.24%	73
2015 Q4	$280K	Sell	2,200 -1,140	-34%	-$145K	0.23%	80
2015 Q3	$364K	Sell	3,340 -800	-19%	-$87.2K	0.32%	68
2015 Q2	$439K	Hold	4,140	–	–	0.35%	66
2015 Q1	$443K	Buy	4,140 +900	+28%	+$96.3K	0.37%	63
2014 Q4	$374K	Sell	3,240 -139	-4%	-$16K	0.33%	72
2014 Q3	$349K	Hold	3,379	–	–	0.31%	80
2014 Q2	$360K	Hold	3,379	–	–	0.31%	81
2014 Q1	$357K	Buy	+3,379	New	+$357K	0.32%	75