Williams Jones 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
$2M Sell
15,475
-12
-0.1% -$1.55K 0.02% 190
2025
Q1
$2.2M Sell
15,487
-600
-4% -$85.3K 0.03% 178
2024
Q4
$2.11M Sell
16,087
-51
-0.3% -$6.68K 0.03% 184
2024
Q3
$2.3M Buy
16,138
+1
+0% +$142 0.03% 186
2024
Q2
$2.23M Sell
16,137
-800
-5% -$111K 0.03% 183
2024
Q1
$2.19M Sell
16,937
-1,460
-8% -$189K 0.03% 186
2023
Q4
$2.24M Sell
18,397
-625
-3% -$75.9K 0.03% 185
2023
Q3
$2.3M Sell
19,022
-629
-3% -$76K 0.04% 179
2023
Q2
$2.71M Sell
19,651
-400
-2% -$55.2K 0.04% 172
2023
Q1
$2.69M Hold
20,051
0.04% 176
2022
Q4
$2.72M Sell
20,051
-100
-0.5% -$13.6K 0.05% 174
2022
Q3
$2.27M Sell
20,151
-780
-4% -$87.8K 0.04% 194
2022
Q2
$2.83M Buy
20,931
+6,949
+50% +$939K 0.05% 180
2022
Q1
$1.72M Buy
13,982
+3,632
+35% +$447K 0.02% 210
2021
Q4
$1.48M Sell
10,350
-625
-6% -$89.3K 0.02% 227
2021
Q3
$1.45M Sell
10,975
-1,250
-10% -$166K 0.02% 217
2021
Q2
$1.64M Sell
12,225
-3,425
-22% -$458K 0.02% 210
2021
Q1
$2.18M Sell
15,650
-775
-5% -$108K 0.03% 188
2020
Q4
$2.22M Buy
16,425
+12,255
+294% +$1.65M 0.04% 172
2020
Q3
$616K Sell
4,170
-214
-5% -$31.6K 0.01% 240
2020
Q2
$620K Buy
4,384
+214
+5% +$30.3K 0.01% 237
2020
Q1
$533K Sell
4,170
-500
-11% -$63.9K 0.01% 226
2019
Q4
$642K Buy
4,670
+400
+9% +$55K 0.01% 246
2019
Q3
$607K Buy
+4,270
New +$607K 0.01% 248