Ridgecrest 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 | $421K | Sell |
3,269
-12
| -0.4% | -$1.55K | 0.22% | 66 |
|
|
2025
Q1 | $467K | Hold |
3,281
| – | – | 0.24% | 66 |
|
|
2024
Q4 | $430K | Buy |
3,281
+12
| +0.4% | +$1.57K | 0.23% | 63 |
|
|
2024
Q3 | $465K | Hold |
3,269
| – | – | 0.24% | 68 |
|
|
2024
Q2 | $452K | Sell |
3,269
-83
| -2% | -$11.5K | 0.27% | 62 |
|
|
2024
Q1 | $434K | Sell |
3,352
-123
| -4% | -$15.9K | 0.26% | 66 |
|
|
2023
Q4 | $422K | Sell |
3,475
-100
| -3% | -$12.2K | 0.28% | 61 |
|
|
2023
Q3 | $432K | Hold |
3,575
| – | – | 0.3% | 59 |
|
|
2023
Q2 | $494K | Hold |
3,575
| – | – | 0.33% | 53 |
|
|
2023
Q1 | $480K | Hold |
3,575
| – | – | 0.34% | 53 |
|
|
2022
Q4 | $485K | Buy |
3,575
+100
| +3% | +$13.6K | 0.37% | 50 |
|
|
2022
Q3 | $391K | Buy |
3,475
+400
| +13% | +$45K | 0.32% | 55 |
|
|
2022
Q2 | $416K | Hold |
3,075
| – | – | 0.3% | 58 |
|
|
2022
Q1 | $379K | Hold |
3,075
| – | – | 0.24% | 74 |
|
|
2021
Q4 | $439K | Buy |
3,075
+450
| +17% | +$64.2K | 0.21% | 81 |
|
|
2021
Q3 | $348K | Buy |
2,625
+600
| +30% | +$79.5K | 0.19% | 86 |
|
|
2021
Q2 | $271K | Buy |
2,025
+375
| +23% | +$50.2K | 0.17% | 91 |
|
|
2021
Q1 | $229K | Buy |
+1,650
| New | +$229K | 0.22% | 80 |
|