Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
5,368
-850
| -14% | -$110K | 0.05% | 112 |
|
|
2025
Q1 | $884K | Sell |
6,218
-700
| -10% | -$99.6K | 0.07% | 91 |
|
|
2024
Q4 | $907K | Hold |
6,918
| – | – | 0.07% | 94 |
|
|
2024
Q3 | $984K | Hold |
6,918
| – | – | 0.08% | 91 |
|
|
2024
Q2 | $956K | Hold |
6,918
| – | – | 0.07% | 93 |
|
|
2024
Q1 | $895K | Buy |
6,918
+135
| +2% | +$17.5K | 0.07% | 88 |
|
|
2023
Q4 | $824K | Hold |
6,783
| – | – | 0.07% | 94 |
|
|
2023
Q3 | $820K | Hold |
6,783
| – | – | 0.08% | 89 |
|
|
2023
Q2 | $936K | Hold |
6,783
| – | – | 0.09% | 86 |
|
|
2023
Q1 | $910K | Buy |
+6,783
| New | +$910K | 0.09% | 86 |
|
|
2017
Q1 | – | Sell |
-5,195
| Closed | -$593K | – | 113 |
|
|
2016
Q4 | $593K | Sell |
5,195
-1,579
| -23% | -$180K | 0.14% | 76 |
|
|
2016
Q3 | $854K | Hold |
6,774
| – | – | 0.21% | 64 |
|
|
2016
Q2 | $931K | Hold |
6,774
| – | – | 0.22% | 68 |
|
|
2016
Q1 | $911K | Buy |
6,774
+600
| +10% | +$80.7K | 0.22% | 69 |
|
|
2015
Q4 | $786K | Sell |
6,174
-320
| -5% | -$40.7K | 0.18% | 83 |
|
|
2015
Q3 | $708K | Buy |
6,494
+200
| +3% | +$21.8K | 0.18% | 85 |
|
|
2015
Q2 | $667K | Hold |
6,294
| – | – | 0.15% | 92 |
|
|
2015
Q1 | $674K | Hold |
6,294
| – | – | 0.16% | 103 |
|
|
2014
Q4 | $727K | Sell |
6,294
-584
| -8% | -$67.5K | 0.17% | 95 |
|
|
2014
Q3 | $709K | Hold |
6,878
| – | – | 0.16% | 110 |
|
|
2014
Q2 | $733K | Buy |
6,878
+261
| +4% | +$27.8K | 0.16% | 105 |
|
|
2014
Q1 | $699K | Hold |
6,617
| – | – | 0.16% | 101 |
|
|
2013
Q4 | $663K | Sell |
6,617
-2,530
| -28% | -$253K | 0.15% | 108 |
|
|
2013
Q3 | $826K | Hold |
9,147
| – | – | 0.2% | 97 |
|
|
2013
Q2 | $852K | Buy |
+9,147
| New | +$852K | 0.21% | 94 |
|