Summit Trail Advisors’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
2024
Q4
Sell
2024
Q3
$932K Buy
2024
Q2
$827K Buy
2024
Q1
$686K Sell
2023
Q4
$656K Buy
2023
Q3
$607K Buy
2023
Q2
$648K Buy
2023
Q1
$475K Buy
2022
Q4
$462K Buy
2022
Q3
$298K Buy
2022
Q2
$342K Buy
2022
Q1
$287K Buy
2018
Q2
Sell
2018
Q1
$302K Buy
2017
Q4
$569K Buy