Monterey Private Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $342K | Buy |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $362K | Hold |
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|
2021
Q3 | $334K | Buy |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $360K | Buy |
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|
2020
Q4 | $371K | Buy |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $336K | Buy |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $329K | Buy |
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