Waddell & Associates’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,978
| Closed | -$259K | – | 162 |
|
2024
Q4 | $259K | Hold |
1,978
| – | – | 0.03% | 134 |
|
2024
Q3 | $281K | Hold |
1,978
| – | – | 0.03% | 126 |
|
2024
Q2 | $273K | Buy |
1,978
+30
| +2% | +$4.15K | 0.04% | 119 |
|
2024
Q1 | $252K | Hold |
1,948
| – | – | 0.03% | 123 |
|
2023
Q4 | $237K | Hold |
1,948
| – | – | 0.03% | 135 |
|
2023
Q3 | $235K | Buy |
1,948
+5
| +0.3% | +$604 | 0.03% | 151 |
|
2023
Q2 | $268K | Hold |
1,943
| – | – | 0.04% | 141 |
|
2023
Q1 | $261K | Buy |
+1,943
| New | +$261K | 0.04% | 128 |
|