MWM
Mascoma Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.2K | Hold |
498
| – | – | 0.01% | 168 |
|
|
2025
Q1 | $70.8K | Sell |
498
-100
| -17% | -$14.2K | 0.02% | 160 |
|
|
2024
Q4 | $78.4K | Buy |
598
+100
| +20% | +$13.1K | 0.02% | 164 |
|
|
2024
Q3 | $70.9K | Hold |
498
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $68.8K | Hold |
498
| – | – | 0.02% | 164 |
|
|
2024
Q1 | $64.4K | Hold |
498
| – | – | 0.02% | 163 |
|
|
2023
Q4 | $60.5K | Sell |
498
-5
| -1% | -$608 | 0.02% | 175 |
|
|
2023
Q3 | $60.8K | Hold |
503
| – | – | 0.02% | 168 |
|
|
2023
Q2 | $64.2K | Sell |
503
-1,373
| -73% | -$175K | 0.02% | 169 |
|
|
2023
Q1 | $272K | Buy |
1,876
+1,340
| +250% | +$194K | 0.08% | 97 |
|
|
2022
Q4 | $72.8K | Hold |
536
| – | – | 0.02% | 196 |
|
|
2022
Q3 | $60K | Hold |
536
| – | – | 0.02% | 209 |
|
|
2022
Q2 | $72K | Hold |
536
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $66K | Hold |
536
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $77K | Sell |
536
-250
| -32% | -$35.9K | 0.03% | 182 |
|
|
2021
Q3 | $104K | Buy |
+786
| New | +$104K | 0.04% | 150 |
|
|
2021
Q2 | – | Sell |
-713
| Closed | -$99K | – | 297 |
|
|
2021
Q1 | $99K | Buy |
+713
| New | +$99K | 0.04% | 158 |
|
|
2019
Q3 | – | Sell |
-231
| Closed | -$31K | – | 228 |
|
|
2019
Q2 | $31K | Sell |
231
-500
| -68% | -$67.1K | 0.02% | 195 |
|
|
2019
Q1 | $91K | Hold |
731
| – | – | 0.06% | 112 |
|
|
2018
Q4 | $83K | Sell |
731
-1,605
| -69% | -$182K | 0.06% | 114 |
|
|
2018
Q3 | $265K | Hold |
2,336
| – | – | 0.17% | 64 |
|
|
2018
Q2 | $246K | Hold |
2,336
| – | – | 0.17% | 63 |
|
|
2018
Q1 | $257K | Buy |
2,336
+100
| +4% | +$11K | 0.17% | 63 |
|
|
2017
Q4 | $260K | Hold |
2,236
| – | – | 0.16% | 59 |
|
|
2017
Q3 | $263K | Hold |
2,236
| – | – | 0.18% | 59 |
|
|
2017
Q2 | $289K | Buy |
2,236
+105
| +5% | +$13.6K | 0.19% | 53 |
|
|
2017
Q1 | $281K | Hold |
2,131
| – | – | 0.2% | 44 |
|
|
2016
Q4 | $243K | Buy |
+2,131
| New | +$243K | 0.18% | 50 |
|