MWM
Mattern Wealth Management’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $316K | Sell |
2,454
-1,101
| -31% | -$142K | 0.07% | 122 |
|
2025
Q1 | $506K | Buy |
3,555
+975
| +38% | +$139K | 0.11% | 96 |
|
2024
Q4 | $338K | Sell |
2,580
-1,350
| -34% | -$177K | 0.07% | 128 |
|
2024
Q3 | $559K | Sell |
3,930
-62
| -2% | -$8.82K | 0.12% | 96 |
|
2024
Q2 | $552K | Hold |
3,992
| – | – | 0.13% | 99 |
|
2024
Q1 | $516K | Hold |
3,992
| – | – | 0.13% | 105 |
|
2023
Q4 | $485K | Buy |
3,992
+350
| +10% | +$42.5K | 0.12% | 108 |
|
2023
Q3 | $440K | Sell |
3,642
-1,000
| -22% | -$121K | 0.13% | 107 |
|
2023
Q2 | $641K | Sell |
4,642
-499
| -10% | -$68.9K | 0.19% | 94 |
|
2023
Q1 | $690K | Sell |
5,141
-1
| -0% | -$134 | 0.23% | 97 |
|
2022
Q4 | $698K | Sell |
5,142
-66
| -1% | -$8.96K | 0.28% | 86 |
|
2022
Q3 | $586K | Buy |
5,208
+1,500
| +40% | +$169K | 0.24% | 88 |
|
2022
Q2 | $501K | Buy |
3,708
+450
| +14% | +$60.8K | 0.2% | 96 |
|
2022
Q1 | $401K | Sell |
3,258
-570
| -15% | -$70.2K | 0.13% | 107 |
|
2021
Q4 | $547K | Sell |
3,828
-2,527
| -40% | -$361K | 0.16% | 104 |
|
2021
Q3 | $842K | Hold |
6,355
| – | – | 0.28% | 81 |
|
2021
Q2 | $880K | Sell |
6,355
-1,167
| -16% | -$162K | 0.28% | 82 |
|
2021
Q1 | $1.05M | Buy |
7,522
+4,066
| +118% | +$565K | 0.37% | 75 |
|
2020
Q4 | $466K | Buy |
3,456
+395
| +13% | +$53.3K | 0.18% | 111 |
|
2020
Q3 | $452K | Hold |
3,061
| – | – | 0.19% | 102 |
|
2020
Q2 | $433K | Sell |
3,061
-995
| -25% | -$141K | 0.21% | 98 |
|
2020
Q1 | $519K | Buy |
4,056
+1,806
| +80% | +$231K | 0.37% | 79 |
|
2019
Q4 | $309K | Buy |
+2,250
| New | +$309K | 0.19% | 110 |
|