Perigon Wealth Management’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 | $801K | Buy |
6,210
+840
| +16% | +$108K | 0.02% | 540 |
|
|
2025
Q1 | $764K | Sell |
5,370
-124
| -2% | -$17.6K | 0.02% | 514 |
|
|
2024
Q4 | $696K | Sell |
5,494
-610
| -10% | -$77.3K | 0.02% | 542 |
|
|
2024
Q3 | $868K | Buy |
6,104
+351
| +6% | +$49.9K | 0.02% | 466 |
|
|
2024
Q2 | $795K | Buy |
5,753
+173
| +3% | +$23.9K | 0.02% | 426 |
|
|
2024
Q1 | $722K | Sell |
5,580
-892
| -14% | -$115K | 0.02% | 449 |
|
|
2023
Q4 | $786K | Sell |
6,472
-900
| -12% | -$109K | 0.03% | 396 |
|
|
2023
Q3 | $891K | Sell |
7,372
-42
| -0.6% | -$5.08K | 0.04% | 325 |
|
|
2023
Q2 | $1.02M | Buy |
7,414
+285
| +4% | +$39.3K | 0.04% | 317 |
|
|
2023
Q1 | $957K | Buy |
7,129
+219
| +3% | +$29.4K | 0.05% | 278 |
|
|
2022
Q4 | $938K | Buy |
6,910
+1,272
| +23% | +$173K | 0.06% | 279 |
|
|
2022
Q3 | $635K | Sell |
5,638
-88
| -2% | -$9.91K | 0.05% | 280 |
|
|
2022
Q2 | $774K | Buy |
5,726
+856
| +18% | +$116K | 0.06% | 248 |
|
|
2022
Q1 | $600K | Sell |
4,870
-257
| -5% | -$31.7K | 0.04% | 318 |
|
|
2021
Q4 | $733K | Buy |
5,127
+303
| +6% | +$43.3K | 0.05% | 265 |
|
|
2021
Q3 | $639K | Buy |
4,824
+28
| +0.6% | +$3.71K | 0.06% | 263 |
|
|
2021
Q2 | $642K | Sell |
4,796
-588
| -11% | -$78.7K | 0.06% | 258 |
|
|
2021
Q1 | $749K | Sell |
5,384
-306
| -5% | -$42.6K | 0.08% | 225 |
|
|
2020
Q4 | $767K | Buy |
5,690
+249
| +5% | +$33.6K | 0.09% | 182 |
|
|
2020
Q3 | $803K | Buy |
5,441
+57
| +1% | +$8.41K | 0.11% | 149 |
|
|
2020
Q2 | $761K | Buy |
5,384
+1,398
| +35% | +$198K | 0.12% | 136 |
|
|
2020
Q1 | $524K | Buy |
3,986
+1,718
| +76% | +$226K | 0.1% | 162 |
|
|
2019
Q4 | $309K | Buy |
2,268
+23
| +1% | +$3.13K | 0.06% | 190 |
|
|
2019
Q3 | $301K | Buy |
2,245
+10
| +0.4% | +$1.34K | 0.07% | 170 |
|
|
2019
Q2 | $298K | Hold |
2,235
| – | – | 0.07% | 173 |
|
|
2019
Q1 | $277K | Hold |
2,235
| – | – | 0.06% | 171 |
|
|
2018
Q4 | $242K | Buy |
+2,235
| New | +$242K | 0.06% | 189 |
|
|
2016
Q4 | – | Sell |
-393
| Closed | -$50K | – | 736 |
|
|
2016
Q3 | $50K | Hold |
393
| – | – | 0.01% | 310 |
|
|
2016
Q2 | $54K | Buy |
+393
| New | +$54K | 0.01% | 271 |
|