Optimist Retirement Group’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 | $2.33M | Buy |
18,058
+35
| +0.2% | +$4.51K | 1.12% | 26 |
|
2025
Q1 | $2.56M | Buy |
18,023
+927
| +5% | +$132K | 1.28% | 14 |
|
2024
Q4 | $2.24M | Sell |
17,096
-582
| -3% | -$76.3K | 1.06% | 22 |
|
2024
Q3 | $2.52M | Buy |
17,678
+461
| +3% | +$65.6K | 1.14% | 21 |
|
2024
Q2 | $2.38M | Buy |
17,217
+350
| +2% | +$48.4K | 1.25% | 17 |
|
2024
Q1 | $2.18M | Buy |
16,867
+10,168
| +152% | +$1.32M | 1.12% | 19 |
|
2023
Q4 | $814K | Buy |
+6,699
| New | +$814K | 0.53% | 37 |
|