Perfromance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,705
| Closed | -$221K | – | 173 |
|
|
2024
Q1 | $221K | Buy |
+1,705
| New | +$221K | 0.01% | 148 |
|
|
2023
Q3 | – | Sell |
-1,645
| Closed | -$226K | – | 175 |
|
|
2023
Q2 | $226K | Hold |
1,645
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $221K | Hold |
1,645
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $223K | Buy |
+1,645
| New | +$223K | 0.01% | 151 |
|
|
2022
Q3 | – | Sell |
-1,695
| Closed | -$229K | – | 171 |
|
|
2022
Q2 | $229K | Hold |
1,695
| – | – | 0.01% | 151 |
|
|
2022
Q1 | $209K | Hold |
1,695
| – | – | 0.01% | 168 |
|
|
2021
Q4 | $242K | Buy |
+1,695
| New | +$242K | 0.01% | 157 |
|