Strategic Wealth Partners’s Kimberly-Clark KMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Buy	1,111 +100	+10%	+$10.2K	0.01%	382
2025 Q4	$102K	Buy	1,011 +259	+34%	+$28.3K	0.01%	403
2025 Q3	$93.5K	Hold	752	–	–	0.01%	445
2025 Q2	$96.9K	Buy	+752	New	+$102K	0.01%	398
2024 Q1	–	Sell	-4,002	Closed	-$486K	–	297
2023 Q4	$486K	Sell	4,002 -18,387	-82%	-$2.22M	0.06%	190
2023 Q3	$2.71M	Sell	22,389 -3,189	-12%	-$412K	0.36%	81
2023 Q2	$3.53M	Buy	25,578 +88	+0.3%	+$12.3K	0.46%	63
2023 Q1	$3.42M	Buy	25,490 +7,714	+43%	+$1M	0.52%	53
2022 Q4	$2.41M	Sell	17,776 -11,499	-39%	-$1.46M	0.45%	71
2022 Q3	$3.29M	Buy	29,275 +262	+0.9%	+$34.1K	0.7%	36
2022 Q2	$3.92M	Sell	29,013 -930	-3%	-$123K	0.85%	29
2022 Q1	$3.69M	Sell	29,943 -1,950	-6%	-$257K	0.72%	37
2021 Q4	$4.56M	Buy	+31,893	New	+$4.29M	0.86%	29
2019 Q4	–	Sell	-516	Closed	-$73	–	329
2019 Q3	$73	Hold	516	–	–	﹤0.01%	283
2019 Q2	$68K	Buy	516 +66	+15%	+$8.51K	0.03%	201
2019 Q1	$56K	Buy	450 +175	+64%	+$20.3K	0.03%	226
2018 Q4	$32K	Hold	275	–	–	0.02%	275
2018 Q3	$31K	Hold	275	–	–	0.02%	279
2018 Q2	$29K	Sell	275 -6,787	-96%	-$705K	0.02%	319
2018 Q1	$778K	Buy	7,062 +6,896	+4,154%	+$785K	0.4%	90
2017 Q4	$19K	Buy	+166	New	+$19.4K	0.01%	365