SWM
Segment Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,683
| Closed | -$239K | – | 289 |
|
|
2025
Q1 | $239K | Hold |
1,683
| – | – | 0.02% | 263 |
|
|
2024
Q4 | $221K | Sell |
1,683
-20
| -1% | -$2.62K | 0.02% | 252 |
|
|
2024
Q3 | $242K | Hold |
1,703
| – | – | 0.02% | 242 |
|
|
2024
Q2 | $235K | Sell |
1,703
-85
| -5% | -$11.7K | 0.02% | 240 |
|
|
2024
Q1 | $231K | Buy |
1,788
+12
| +0.7% | +$1.55K | 0.02% | 238 |
|
|
2023
Q4 | $216K | Buy |
+1,776
| New | +$216K | 0.02% | 239 |
|
|
2022
Q2 | – | Sell |
-1,859
| Closed | -$229K | – | 234 |
|
|
2022
Q1 | $229K | Sell |
1,859
-320
| -15% | -$39.4K | 0.02% | 231 |
|
|
2021
Q4 | $311K | Buy |
+2,179
| New | +$311K | 0.03% | 205 |
|
|
2021
Q2 | – | Sell |
-1,474
| Closed | -$205K | – | 225 |
|
|
2021
Q1 | $205K | Buy |
+1,474
| New | +$205K | 0.03% | 218 |
|
|
2020
Q4 | – | Sell |
-1,474
| Closed | -$218K | – | 210 |
|
|
2020
Q3 | $218K | Hold |
1,474
| – | – | 0.04% | 191 |
|
|
2020
Q2 | $208K | Sell |
1,474
-91
| -6% | -$12.8K | 0.04% | 188 |
|
|
2020
Q1 | $200K | Sell |
1,565
-869
| -36% | -$111K | 0.04% | 183 |
|
|
2019
Q4 | $335K | Buy |
+2,434
| New | +$335K | 0.06% | 184 |
|