Phillips Wealth Planners’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 | $476K | Buy |
3,620
+767
| +27% | +$101K | 0.43% | 73 |
|
|
2025
Q1 | $399K | Buy |
2,853
+43
| +2% | +$6.01K | 0.42% | 82 |
|
|
2024
Q4 | $350K | Sell |
2,810
-132
| -4% | -$16.4K | 0.35% | 99 |
|
|
2024
Q3 | $429K | Sell |
2,942
-812
| -22% | -$119K | 0.41% | 79 |
|
|
2024
Q2 | $529K | Sell |
3,754
-672
| -15% | -$94.6K | 0.56% | 56 |
|
|
2024
Q1 | $554K | Buy |
4,426
+1,233
| +39% | +$154K | 0.64% | 44 |
|
|
2023
Q4 | $393K | Sell |
3,193
-1,224
| -28% | -$151K | 0.47% | 73 |
|
|
2023
Q3 | $543K | Buy |
4,417
+80
| +2% | +$9.83K | 0.73% | 41 |
|
|
2023
Q2 | $599K | Buy |
4,337
+473
| +12% | +$65.3K | 0.79% | 42 |
|
|
2023
Q1 | $564K | Buy |
3,864
+49
| +1% | +$7.15K | 0.75% | 45 |
|
|
2022
Q4 | $496K | Buy |
+3,815
| New | +$496K | 0.87% | 41 |
|