Summit Trail 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
Q2 | $1.59M | Buy |
+12,164
| New | +$1.59M | 0.03% | 324 |
|
|
2024
Q4 | – | Sell |
-6,492
| Closed | -$932K | – | 591 |
|
|
2024
Q3 | $932K | Buy |
6,492
+563
| +9% | +$80.8K | 0.02% | 277 |
|
|
2024
Q2 | $827K | Buy |
5,929
+673
| +13% | +$93.8K | 0.02% | 271 |
|
|
2024
Q1 | $686K | Sell |
5,256
-91
| -2% | -$11.9K | 0.02% | 276 |
|
|
2023
Q4 | $656K | Buy |
5,347
+372
| +7% | +$45.6K | 0.02% | 236 |
|
|
2023
Q3 | $607K | Buy |
4,975
+318
| +7% | +$38.8K | 0.02% | 238 |
|
|
2023
Q2 | $648K | Buy |
4,657
+1,146
| +33% | +$159K | 0.02% | 219 |
|
|
2023
Q1 | $475K | Buy |
3,511
+133
| +4% | +$18K | 0.02% | 224 |
|
|
2022
Q4 | $462K | Buy |
3,378
+755
| +29% | +$103K | 0.02% | 196 |
|
|
2022
Q3 | $298K | Buy |
2,623
+113
| +5% | +$12.8K | 0.02% | 262 |
|
|
2022
Q2 | $342K | Buy |
2,510
+203
| +9% | +$27.7K | 0.02% | 248 |
|
|
2022
Q1 | $287K | Buy |
+2,307
| New | +$287K | 0.02% | 254 |
|
|
2018
Q2 | – | Sell |
-5,278
| Closed | -$302K | – | 569 |
|
|
2018
Q1 | $302K | Buy |
5,278
+544
| +11% | +$31.1K | 0.05% | 280 |
|
|
2017
Q4 | $569K | Buy |
+4,734
| New | +$569K | 0.07% | 210 |
|