Wendell David 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
Q2 | $203K | Hold |
1,575
| – | – | 0.02% | 146 |
|
|
2025
Q1 | $224K | Hold |
1,575
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $206K | Sell |
1,575
-150
| -9% | -$19.6K | 0.02% | 151 |
|
|
2024
Q3 | $245K | Hold |
1,725
| – | – | 0.02% | 147 |
|
|
2024
Q2 | $238K | Hold |
1,725
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $223K | Hold |
1,725
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $210K | Buy |
+1,725
| New | +$210K | 0.02% | 157 |
|