Trek 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 | $263K | Sell |
2,040
-849
| -29% | -$109K | 0.02% | 362 |
|
|
2025
Q1 | $411K | Buy |
2,889
+570
| +25% | +$81.1K | 0.03% | 263 |
|
|
2024
Q4 | $304K | Buy |
2,319
+17
| +0.7% | +$2.23K | 0.02% | 322 |
|
|
2024
Q3 | $328K | Sell |
2,302
-150
| -6% | -$21.3K | 0.02% | 293 |
|
|
2024
Q2 | $339K | Sell |
2,452
-170
| -6% | -$23.5K | 0.03% | 289 |
|
|
2024
Q1 | $339K | Sell |
2,622
-1,057
| -29% | -$137K | 0.03% | 282 |
|
|
2023
Q4 | $447K | Sell |
3,679
-97
| -3% | -$11.8K | 0.04% | 200 |
|
|
2023
Q3 | $456K | Buy |
+3,776
| New | +$456K | 0.04% | 187 |
|
|
2021
Q2 | – | Sell |
-1,700
| Closed | -$236K | – | 243 |
|
|
2021
Q1 | $236K | Buy |
+1,700
| New | +$236K | 0.03% | 166 |
|
|
2019
Q4 | – | Sell |
-1,673
| Closed | -$238K | – | 110 |
|
|
2019
Q3 | $238K | Sell |
1,673
-630
| -27% | -$89.6K | 0.03% | 102 |
|
|
2019
Q2 | $307K | Buy |
+2,303
| New | +$307K | 0.05% | 110 |
|