Milestone Asset Management’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,772
Closed -$679K 229
2024
Q3
$679K Sell
4,772
-5,911
-55% -$841K 0.15% 118
2024
Q2
$1.48M Sell
10,683
-4,295
-29% -$594K 0.37% 54
2024
Q1
$1.94M Buy
+14,978
New +$1.94M 0.55% 43