Sierra Summit 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
Q1 | – | Sell |
-3,987
| Closed | -$522K | – | 186 |
|
|
2024
Q4 | $522K | Buy |
3,987
+1,015
| +34% | +$133K | 0.1% | 115 |
|
|
2024
Q3 | $423K | Buy |
2,972
+635
| +27% | +$90.3K | 0.1% | 111 |
|
|
2024
Q2 | $323K | Buy |
2,337
+186
| +9% | +$25.7K | 0.08% | 127 |
|
|
2024
Q1 | $278K | Buy |
2,151
+19
| +0.9% | +$2.46K | 0.08% | 132 |
|
|
2023
Q4 | $259K | Buy |
+2,132
| New | +$259K | 0.08% | 158 |
|