OFS
OneAscent Financial Services’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
2,239
-1,913
| -46% | -$249K | 0.02% | 416 |
|
|
2025
Q1 | $594K | Buy |
4,152
+2,082
| +101% | +$298K | 0.04% | 303 |
|
|
2024
Q4 | $272K | Buy |
2,070
+184
| +10% | +$24.2K | 0.02% | 377 |
|
|
2024
Q3 | $271K | Buy |
+1,886
| New | +$271K | 0.2% | 138 |
|
|
2024
Q2 | – | Sell |
-1,834
| Closed | -$237K | – | 313 |
|
|
2024
Q1 | $237K | Sell |
1,834
-32
| -2% | -$4.14K | 0.03% | 330 |
|
|
2023
Q4 | $229K | Sell |
1,866
-1,103
| -37% | -$135K | 0.03% | 319 |
|
|
2023
Q3 | $362K | Buy |
+2,969
| New | +$362K | 0.09% | 161 |
|
|
2022
Q4 | – | Sell |
-1,777
| Closed | -$202K | – | 220 |
|
|
2022
Q3 | $202K | Sell |
1,777
-29
| -2% | -$3.3K | 0.08% | 184 |
|
|
2022
Q2 | $246K | Buy |
+1,806
| New | +$246K | 0.11% | 178 |
|