NewEdge Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $288K | Buy |
2,105
+563
| +37% | +$77K | ﹤0.01% | 843 |
|
2025
Q1 | $219K | Buy |
+1,542
| New | +$219K | ﹤0.01% | 868 |
|
2024
Q1 | – | Sell |
-2,354
| Closed | -$286K | – | 824 |
|
2023
Q4 | $286K | Sell |
2,354
-85,045
| -97% | -$10.3M | 0.01% | 631 |
|
2023
Q3 | $10.6M | Buy |
+87,399
| New | +$10.6M | 0.33% | 86 |
|
2022
Q3 | – | Sell |
-7,373
| Closed | -$996K | – | 569 |
|
2022
Q2 | $996K | Buy |
+7,373
| New | +$996K | 0.05% | 286 |
|