SAM
Synergy Asset Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
19,130
-19,184
| -50% | -$2.47M | 0.28% | 56 |
|
|
2025
Q1 | $5.45M | Buy |
38,314
+38,069
| +15,538% | +$5.41M | 0.69% | 33 |
|
|
2024
Q4 | $34.9K | Buy |
+245
| New | +$34.9K | ﹤0.01% | 312 |
|
|
2021
Q2 | – | Sell |
-16,127
| Closed | -$2.24M | – | 118 |
|
|
2021
Q1 | $2.24M | Buy |
16,127
+509
| +3% | +$70.8K | 0.67% | 54 |
|
|
2020
Q4 | $2.11M | Buy |
+15,618
| New | +$2.11M | 0.66% | 46 |
|