Valmark Advisers’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
$473K Buy
3,670
+31
+0.9% +$4K 0.01% 450
2025
Q1
$518K Sell
3,639
-81
-2% -$11.5K 0.01% 416
2024
Q4
$487K Buy
3,720
+48
+1% +$6.29K 0.01% 420
2024
Q3
$522K Sell
3,672
-17
-0.5% -$2.42K 0.01% 408
2024
Q2
$510K Buy
3,689
+137
+4% +$18.9K 0.01% 383
2024
Q1
$459K Buy
3,552
+113
+3% +$14.6K 0.01% 390
2023
Q4
$418K Sell
3,439
-347
-9% -$42.2K 0.01% 377
2023
Q3
$458K Sell
3,786
-19
-0.5% -$2.3K 0.01% 341
2023
Q2
$525K Buy
3,805
+70
+2% +$9.66K 0.01% 326
2023
Q1
$501K Buy
3,735
+50
+1% +$6.71K 0.01% 319
2022
Q4
$500K Hold
3,685
0.01% 309
2022
Q3
$415K Sell
3,685
-18
-0.5% -$2.03K 0.01% 308
2022
Q2
$500K Sell
3,703
-8
-0.2% -$1.08K 0.01% 291
2022
Q1
$457K Sell
3,711
-38
-1% -$4.68K 0.01% 313
2021
Q4
$536K Sell
3,749
-75
-2% -$10.7K 0.01% 271
2021
Q3
$506K Sell
3,824
-176
-4% -$23.3K 0.01% 273
2021
Q2
$535K Buy
4,000
+272
+7% +$36.4K 0.01% 270
2021
Q1
$518K Buy
3,728
+184
+5% +$25.6K 0.01% 266
2020
Q4
$478K Buy
+3,544
New +$478K 0.01% 257