Venturi Wealth Management’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 | – | Sell |
-1,429
| Closed | -$203K | – | 580 |
|
|
2025
Q1 | $203K | Buy |
1,429
+19
| +1% | +$2.7K | 0.01% | 541 |
|
|
2024
Q4 | $185K | Buy |
1,410
+200
| +17% | +$26.2K | 0.01% | 568 |
|
|
2024
Q3 | $172K | Sell |
1,210
-109
| -8% | -$15.5K | 0.01% | 457 |
|
|
2024
Q2 | $182K | Buy |
1,319
+220
| +20% | +$30.4K | 0.01% | 421 |
|
|
2024
Q1 | $142K | Buy |
1,099
+543
| +98% | +$70.2K | 0.01% | 379 |
|
|
2023
Q4 | $67.6K | Buy |
556
+132
| +31% | +$16K | ﹤0.01% | 456 |
|
|
2023
Q3 | $51.3K | Buy |
424
+121
| +40% | +$14.6K | ﹤0.01% | 467 |
|
|
2023
Q2 | $41.9K | Buy |
303
+17
| +6% | +$2.35K | ﹤0.01% | 449 |
|
|
2023
Q1 | $38.4K | Buy |
+286
| New | +$38.4K | ﹤0.01% | 502 |
|
|
2018
Q2 | – | Sell |
-4,000
| Closed | -$441K | – | 186 |
|
|
2018
Q1 | $441K | Sell |
4,000
-2,500
| -38% | -$276K | 0.09% | 145 |
|
|
2017
Q4 | $784K | Buy |
6,500
+676
| +12% | +$81.5K | 0.15% | 117 |
|
|
2017
Q3 | $681K | Sell |
5,824
-176
| -3% | -$20.6K | 0.14% | 120 |
|
|
2017
Q2 | $775K | Sell |
6,000
-508
| -8% | -$65.6K | 0.18% | 112 |
|
|
2017
Q1 | $871K | Buy |
6,508
+8
| +0.1% | +$1.07K | 0.2% | 102 |
|
|
2016
Q4 | $742K | Buy |
6,500
+2,000
| +44% | +$228K | 0.21% | 96 |
|
|
2016
Q3 | $568K | Hold |
4,500
| – | – | 0.19% | 93 |
|
|
2016
Q2 | $619K | Hold |
4,500
| – | – | 0.21% | 90 |
|
|
2016
Q1 | $605K | Sell |
4,500
-3,000
| -40% | -$403K | 0.23% | 92 |
|
|
2015
Q4 | $955K | Buy |
+7,500
| New | +$955K | 0.43% | 64 |
|