Provenance Wealth Advisors’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
$64.6K Sell
501
-571
-53% -$73.6K 0.01% 186
2025
Q1
$152K Sell
1,072
-3,229
-75% -$459K 0.02% 146
2024
Q4
$564K Buy
4,301
+3,800
+758% +$498K 0.07% 78
2024
Q3
$71.3K Buy
501
+400
+396% +$56.9K 0.01% 214
2024
Q2
$14K Sell
101
-400
-80% -$55.3K ﹤0.01% 276
2024
Q1
$64.8K Buy
501
+400
+396% +$51.7K 0.01% 209
2023
Q4
$12.3K Buy
+101
New +$12.3K ﹤0.01% 302