Waverton Investment Management’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,975
Closed -$273K 102
2024
Q2
$273K Hold
1,975
0.01% 91
2024
Q1
$255K Buy
1,975
+250
+14% +$32.3K 0.01% 89
2023
Q4
$210K Buy
+1,725
New +$210K 0.01% 93