MSWM
McGlone Suttner Wealth Management’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $524K | Buy |
4,065
+4
| +0.1% | +$516 | 0.08% | 112 |
|
2025
Q1 | $578K | Sell |
4,061
-2,895
| -42% | -$412K | 0.09% | 98 |
|
2024
Q4 | $911K | Buy |
6,956
+3,950
| +131% | +$518K | 0.15% | 68 |
|
2024
Q3 | $428K | Sell |
3,006
-4,610
| -61% | -$656K | 0.09% | 113 |
|
2024
Q2 | $925K | Buy |
7,616
+445
| +6% | +$54.1K | 0.19% | 58 |
|
2024
Q1 | $928K | Sell |
7,171
-445
| -6% | -$57.6K | 0.17% | 64 |
|
2023
Q4 | $925K | Sell |
7,616
-3,096
| -29% | -$376K | 0.18% | 58 |
|
2023
Q3 | $1.29M | Sell |
10,712
-161
| -1% | -$19.5K | 0.3% | 34 |
|
2023
Q2 | $1.5M | Buy |
10,873
+178
| +2% | +$24.6K | 0.34% | 33 |
|
2023
Q1 | $1.44M | Buy |
10,695
+8
| +0.1% | +$1.07K | 0.37% | 30 |
|
2022
Q4 | $1.45M | Buy |
+10,687
| New | +$1.45M | 0.46% | 27 |
|