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