WP
WMS Partners’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,933
| Closed | -$777K | – | 153 |
|
|
2024
Q4 | $777K | Sell |
5,933
-163
| -3% | -$21.4K | 0.04% | 138 |
|
|
2024
Q3 | $867K | Buy |
6,096
+266
| +5% | +$37.8K | 0.05% | 125 |
|
|
2024
Q2 | $806K | Buy |
5,830
+129
| +2% | +$17.8K | 0.05% | 113 |
|
|
2024
Q1 | $737K | Buy |
5,701
+59
| +1% | +$7.63K | 0.05% | 122 |
|
|
2023
Q4 | $686K | Sell |
5,642
-346
| -6% | -$42K | 0.05% | 120 |
|
|
2023
Q3 | $724K | Sell |
5,988
-44
| -0.7% | -$5.32K | 0.06% | 113 |
|
|
2023
Q2 | $833K | Sell |
6,032
-29
| -0.5% | -$4K | 0.07% | 114 |
|
|
2023
Q1 | $814K | Buy |
6,061
+32
| +0.5% | +$4.3K | 0.07% | 110 |
|
|
2022
Q4 | $818K | Hold |
6,029
| – | – | 0.08% | 110 |
|
|
2022
Q3 | $679K | Buy |
6,029
+24
| +0.4% | +$2.7K | 0.09% | 116 |
|
|
2022
Q2 | $812K | Sell |
6,005
-101
| -2% | -$13.7K | 0.13% | 97 |
|
|
2022
Q1 | $752K | Buy |
6,106
+4,450
| +269% | +$548K | 0.1% | 102 |
|
|
2021
Q4 | $237K | Hold |
1,656
| – | – | 0.05% | 183 |
|
|
2021
Q3 | $219K | Sell |
1,656
-199
| -11% | -$26.3K | 0.03% | 248 |
|
|
2021
Q2 | $248K | Sell |
1,855
-5
| -0.3% | -$668 | 0.04% | 222 |
|
|
2021
Q1 | $259K | Buy |
1,860
+5
| +0.3% | +$696 | 0.06% | 185 |
|
|
2020
Q4 | $250K | Sell |
1,855
-100
| -5% | -$13.5K | 0.04% | 205 |
|
|
2020
Q3 | $289K | Sell |
1,955
-238
| -11% | -$35.2K | 0.06% | 177 |
|
|
2020
Q2 | $310K | Sell |
2,193
-112
| -5% | -$15.8K | 0.06% | 158 |
|
|
2020
Q1 | $295K | Sell |
2,305
-17
| -0.7% | -$2.18K | 0.08% | 142 |
|
|
2019
Q4 | $319K | Buy |
2,322
+34
| +1% | +$4.67K | 0.07% | 169 |
|
|
2019
Q3 | $325K | Hold |
2,288
| – | – | 0.08% | 160 |
|
|
2019
Q2 | $305K | Sell |
2,288
-1,925
| -46% | -$257K | 0.08% | 160 |
|
|
2019
Q1 | $522K | Sell |
4,213
-50
| -1% | -$6.2K | 0.13% | 100 |
|
|
2018
Q4 | $486K | Sell |
4,263
-100
| -2% | -$11.4K | 0.14% | 95 |
|
|
2018
Q3 | $496K | Sell |
4,363
-300
| -6% | -$34.1K | 0.06% | 121 |
|
|
2018
Q2 | $491K | Sell |
4,663
-69
| -1% | -$7.27K | 0.06% | 120 |
|
|
2018
Q1 | $521K | Sell |
4,732
-415
| -8% | -$45.7K | 0.06% | 109 |
|
|
2017
Q4 | $621K | Buy |
5,147
+50
| +1% | +$6.03K | 0.07% | 107 |
|
|
2017
Q3 | $600K | Buy |
5,097
+70
| +1% | +$8.24K | 0.07% | 110 |
|
|
2017
Q2 | $649K | Hold |
5,027
| – | – | 0.08% | 102 |
|
|
2017
Q1 | $662K | Hold |
5,027
| – | – | 0.08% | 97 |
|
|
2016
Q4 | $574K | Buy |
5,027
+300
| +6% | +$34.3K | 0.08% | 102 |
|
|
2016
Q3 | $596K | Buy |
4,727
+700
| +17% | +$88.3K | 0.08% | 99 |
|
|
2016
Q2 | $554K | Hold |
4,027
| – | – | 0.08% | 98 |
|
|
2016
Q1 | $542K | Hold |
4,027
| – | – | 0.08% | 109 |
|
|
2015
Q4 | $513K | Sell |
4,027
-42
| -1% | -$5.35K | 0.07% | 114 |
|
|
2015
Q3 | $444K | Sell |
4,069
-1,154
| -22% | -$126K | 0.07% | 122 |
|
|
2015
Q2 | $553K | Buy |
5,223
+385
| +8% | +$40.8K | 0.06% | 159 |
|
|
2015
Q1 | $518K | Buy |
4,838
+1,115
| +30% | +$119K | 0.06% | 158 |
|
|
2014
Q4 | $430K | Sell |
3,723
-770
| -17% | -$88.9K | 0.07% | 128 |
|
|
2014
Q3 | $484K | Hold |
4,493
| – | – | 0.08% | 146 |
|
|
2014
Q2 | $500K | Sell |
4,493
-200
| -4% | -$22.3K | 0.08% | 140 |
|
|
2014
Q1 | $517K | Buy |
4,693
+42
| +0.9% | +$4.63K | 0.08% | 133 |
|
|
2013
Q4 | $486K | Hold |
4,651
| – | – | 0.08% | 122 |
|
|
2013
Q3 | $438K | Hold |
4,651
| – | – | 0.08% | 114 |
|
|
2013
Q2 | $452K | Buy |
+4,651
| New | +$452K | 0.08% | 117 |
|