Oak Harbor Wealth Partners’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 | $221K | Hold |
1,713
| – | – | 0.06% | 185 |
|
|
2025
Q1 | $244K | Hold |
1,713
| – | – | 0.07% | 182 |
|
|
2024
Q4 | $224K | Sell |
1,713
-150
| -8% | -$19.7K | 0.07% | 159 |
|
|
2024
Q3 | $265K | Hold |
1,863
| – | – | 0.08% | 150 |
|
|
2024
Q2 | $257K | Sell |
1,863
-25
| -1% | -$3.46K | 0.08% | 142 |
|
|
2024
Q1 | $244K | Hold |
1,888
| – | – | 0.08% | 151 |
|
|
2023
Q4 | $229K | Sell |
1,888
-94
| -5% | -$11.4K | 0.08% | 153 |
|
|
2023
Q3 | $240K | Hold |
1,982
| – | – | 0.08% | 142 |
|
|
2023
Q2 | $274K | Buy |
1,982
+25
| +1% | +$3.45K | 0.09% | 139 |
|
|
2023
Q1 | $263K | Hold |
1,957
| – | – | 0.1% | 142 |
|
|
2022
Q4 | $266K | Hold |
1,957
| – | – | 0.1% | 133 |
|
|
2022
Q3 | $220K | Hold |
1,957
| – | – | 0.09% | 139 |
|
|
2022
Q2 | $264K | Sell |
1,957
-81
| -4% | -$10.9K | 0.11% | 128 |
|
|
2022
Q1 | $251K | Buy |
2,038
+201
| +11% | +$24.8K | 0.08% | 143 |
|
|
2021
Q4 | $263K | Buy |
+1,837
| New | +$263K | 0.09% | 145 |
|