Mission Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,602
| Closed | -$210K | – | 644 |
|
|
2024
Q4 | $210K | Buy |
+1,602
| New | +$210K | ﹤0.01% | 596 |
|
|
2024
Q3 | – | Sell |
-1,656
| Closed | -$229K | – | 649 |
|
|
2024
Q2 | $229K | Sell |
1,656
-133
| -7% | -$18.4K | 0.01% | 561 |
|
|
2024
Q1 | $231K | Sell |
1,789
-1,424
| -44% | -$184K | 0.01% | 571 |
|
|
2023
Q4 | $390K | Buy |
3,213
+231
| +8% | +$28.1K | 0.01% | 409 |
|
|
2023
Q3 | $360K | Buy |
2,982
+106
| +4% | +$12.8K | 0.01% | 396 |
|
|
2023
Q2 | $397K | Buy |
2,876
+1,111
| +63% | +$153K | 0.02% | 381 |
|
|
2023
Q1 | $237K | Buy |
1,765
+15
| +0.9% | +$2.01K | 0.01% | 458 |
|
|
2022
Q4 | $238K | Sell |
1,750
-1,077
| -38% | -$146K | 0.01% | 441 |
|
|
2022
Q3 | $318K | Buy |
2,827
+332
| +13% | +$37.3K | 0.02% | 367 |
|
|
2022
Q2 | $337K | Buy |
2,495
+414
| +20% | +$55.9K | 0.02% | 363 |
|
|
2022
Q1 | $256K | Sell |
2,081
-21
| -1% | -$2.58K | 0.01% | 438 |
|
|
2021
Q4 | $300K | Sell |
2,102
-31
| -1% | -$4.42K | 0.01% | 416 |
|
|
2021
Q3 | $282K | Sell |
2,133
-29
| -1% | -$3.83K | 0.01% | 404 |
|
|
2021
Q2 | $289K | Sell |
2,162
-47
| -2% | -$6.28K | 0.02% | 398 |
|
|
2021
Q1 | $307K | Buy |
+2,209
| New | +$307K | 0.02% | 358 |
|
|
2020
Q3 | – | Sell |
-1,696
| Closed | -$240K | – | 365 |
|
|
2020
Q2 | $240K | Sell |
1,696
-268
| -14% | -$37.9K | 0.02% | 286 |
|
|
2020
Q1 | $251K | Buy |
1,964
+7
| +0.4% | +$895 | 0.03% | 244 |
|
|
2019
Q4 | $269K | Buy |
1,957
+271
| +16% | +$37.3K | 0.03% | 273 |
|
|
2019
Q3 | $239K | Sell |
1,686
-269
| -14% | -$38.1K | 0.03% | 276 |
|
|
2019
Q2 | $261K | Buy |
+1,955
| New | +$261K | 0.03% | 255 |
|
|
2018
Q1 | – | Sell |
-2,403
| Closed | -$290K | – | 250 |
|
|
2017
Q4 | $290K | Buy |
+2,403
| New | +$290K | 0.05% | 158 |
|