Sound Financial Strategies Group’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 | $705K | Buy |
5,472
+190
| +4% | +$24.5K | 0.6% | 67 |
|
|
2025
Q1 | $751K | Sell |
5,282
-1,196
| -18% | -$170K | 0.67% | 48 |
|
|
2024
Q4 | $849K | Buy |
6,478
+908
| +16% | +$119K | 0.71% | 39 |
|
|
2024
Q3 | $793K | Buy |
5,570
+89
| +2% | +$12.7K | 0.64% | 41 |
|
|
2024
Q2 | $757K | Buy |
5,481
+1,026
| +23% | +$142K | 0.66% | 22 |
|
|
2024
Q1 | $576K | Buy |
4,455
+24
| +0.5% | +$3.1K | 0.48% | 46 |
|
|
2023
Q4 | $538K | Sell |
4,431
-2,056
| -32% | -$250K | 0.45% | 48 |
|
|
2023
Q3 | $784K | Sell |
6,487
-393
| -6% | -$47.5K | 0.65% | 45 |
|
|
2023
Q2 | $950K | Sell |
6,880
-842
| -11% | -$116K | 0.69% | 34 |
|
|
2023
Q1 | $1.04M | Sell |
7,722
-400
| -5% | -$53.7K | 0.69% | 31 |
|
|
2022
Q4 | $1.1M | Buy |
+8,122
| New | +$1.1M | 0.8% | 21 |
|
|
2022
Q3 | – | Sell |
-8,087
| Closed | -$1.09M | – | 43 |
|
|
2022
Q2 | $1.09M | Buy |
+8,087
| New | +$1.09M | 0.86% | 23 |
|
|
2021
Q1 | – | Sell |
-4,619
| Closed | -$623K | – | 94 |
|
|
2020
Q4 | $623K | Buy |
4,619
+1,358
| +42% | +$183K | 0.34% | 44 |
|
|
2020
Q3 | $482K | Sell |
3,261
-54
| -2% | -$7.98K | 0.31% | 37 |
|
|
2020
Q2 | $469K | Hold |
3,315
| – | – | 0.3% | 36 |
|
|
2020
Q1 | $424K | Sell |
3,315
-5,058
| -60% | -$647K | 0.29% | 34 |
|
|
2019
Q4 | $1.15M | Buy |
+8,373
| New | +$1.15M | 0.73% | 53 |
|