Mark Sheptoff Financial Planning’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
Q3 | $385K | Sell |
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|
2025
Q2 | $413K | Hold |
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|
2025
Q1 | $455K | Hold |
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|
2024
Q4 | $419K | Hold |
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|
2024
Q3 | $455K | Hold |
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|
2024
Q2 | $442K | Sell |
|
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|
2024
Q1 | $423K | Hold |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $451K | Hold |
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|
2023
Q1 | $438K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $406K | Hold |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $423K | Hold |
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|
2020
Q3 | $463K | Hold |
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|
2020
Q2 | $443K | Hold |
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|
2020
Q1 | $401K | Hold |
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|
2019
Q4 | $431K | Hold |
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|
2019
Q3 | $445K | Hold |
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|
2019
Q2 | $418K | Hold |
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|
2019
Q1 | $388K | Hold |
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|
2018
Q4 | $357K | Hold |
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|
2018
Q3 | $356K | Hold |
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|
2018
Q2 | $330K | Hold |
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|
2018
Q1 | $345K | Sell |
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|
2017
Q4 | $386K | Sell |
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|
2017
Q3 | $418K | Sell |
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|
2017
Q2 | $505K | Buy |
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|
2017
Q1 | $502K | Buy |
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|
2016
Q4 | $321K | Hold |
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|
2016
Q3 | $354K | Hold |
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|
2016
Q2 | $386K | Buy |
|
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|
2016
Q1 | $296K | Hold |
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|
2015
Q4 | $280K | Sell |
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|
2015
Q3 | $364K | Sell |
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|
2015
Q2 | $439K | Hold |
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|
2015
Q1 | $443K | Buy |
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|
2014
Q4 | $374K | Sell |
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|
2014
Q3 | $349K | Hold |
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|
2014
Q2 | $360K | Hold |
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|
2014
Q1 | $357K | Buy |
|