WAM
Wakefield Asset Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,469
| Closed | -$3.47M | – | 215 |
|
|
2024
Q4 | $3.47M | Sell |
26,469
-81
| -0.3% | -$10.6K | 1.17% | 27 |
|
|
2024
Q3 | $3.78M | Buy |
26,550
+121
| +0.5% | +$17.2K | 1.23% | 22 |
|
|
2024
Q2 | $3.65M | Buy |
+26,429
| New | +$3.65M | 1.28% | 21 |
|
|
2024
Q1 | – | Sell |
-2,223
| Closed | -$270K | – | 163 |
|
|
2023
Q4 | $270K | Buy |
+2,223
| New | +$270K | 0.1% | 145 |
|