Summit Financial’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
$870K Sell
6,687
-302
-4% -$39.3K 0.02% 440
2025
Q1
$994K Buy
6,989
+703
+11% +$100K 0.03% 374
2024
Q4
$831K Buy
6,286
+1,282
+26% +$170K 0.03% 354
2024
Q3
$718K Sell
5,004
-1,114
-18% -$160K 0.03% 311
2024
Q2
$853K Buy
6,118
+1,302
+27% +$182K 0.04% 254
2024
Q1
$629K Sell
4,816
-10,112
-68% -$1.32M 0.04% 228
2023
Q4
$1.83M Buy
14,928
+11,929
+398% +$1.46M 0.12% 110
2023
Q3
$366K Buy
2,999
+982
+49% +$120K 0.03% 273
2023
Q2
$281K Buy
+2,017
New +$281K 0.02% 283