TFA
Trinity Financial Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,475
| Closed | -$214K | – | 93 |
|
|
2025
Q1 | $214K | Buy |
+1,475
| New | +$214K | 0.08% | 86 |
|
|
2024
Q4 | – | Sell |
-1,475
| Closed | -$204K | – | 88 |
|
|
2024
Q3 | $204K | Hold |
1,475
| – | – | 0.09% | 83 |
|
|
2024
Q2 | $206K | Buy |
+1,475
| New | +$206K | 0.09% | 81 |
|
|
2023
Q3 | – | Sell |
-1,475
| Closed | -$204K | – | 77 |
|
|
2023
Q2 | $204K | Buy |
+1,475
| New | +$204K | 0.11% | 75 |
|
|
2023
Q1 | – | Sell |
-1,475
| Closed | -$200K | – | 72 |
|
|
2022
Q4 | $200K | Buy |
+1,475
| New | +$200K | 0.13% | 62 |
|
|
2022
Q1 | – | Sell |
-1,475
| Closed | -$211K | – | 66 |
|
|
2021
Q4 | $211K | Buy |
+1,475
| New | +$211K | 0.12% | 60 |
|
|
2021
Q2 | – | Sell |
-1,575
| Closed | -$219K | – | 53 |
|
|
2021
Q1 | $219K | Sell |
1,575
-50
| -3% | -$6.95K | 0.17% | 45 |
|
|
2020
Q4 | $219K | Buy |
+1,625
| New | +$219K | 0.2% | 55 |
|