WF
WoodTrust Financial’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,882
| Closed | -$552K | – | 154 |
|
|
2025
Q1 | $552K | Hold |
3,882
| – | – | 0.08% | 109 |
|
|
2024
Q4 | $508K | Sell |
3,882
-18
| -0.5% | -$2.36K | 0.07% | 116 |
|
|
2024
Q3 | $555K | Sell |
3,900
-175
| -4% | -$24.9K | 0.08% | 111 |
|
|
2024
Q2 | $563K | Buy |
4,075
+193
| +5% | +$26.7K | 0.09% | 111 |
|
|
2024
Q1 | $502 | Hold |
3,882
| – | – | 0.08% | 116 |
|
|
2023
Q4 | $471K | Sell |
3,882
-200
| -5% | -$24.3K | 0.08% | 112 |
|
|
2023
Q3 | $493K | Buy |
4,082
+2,575
| +171% | +$311K | 0.09% | 106 |
|
|
2023
Q2 | $208K | Hold |
1,507
| – | – | 0.04% | 145 |
|
|
2023
Q1 | $202K | Buy |
+1,507
| New | +$202K | 0.04% | 144 |
|