WR Wealth Planners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $317K | Buy |
2,418
+98
| +4% | +$12.8K | 0.1% | 126 |
|
|
2024
Q3 | $330K | Buy |
2,320
+249
| +12% | +$35.4K | 0.09% | 139 |
|
|
2024
Q2 | $286K | Sell |
2,071
-24
| -1% | -$3.32K | 0.09% | 136 |
|
|
2024
Q1 | $271K | Sell |
2,095
-175
| -8% | -$22.6K | 0.08% | 143 |
|
|
2023
Q4 | $276K | Buy |
2,270
+8
| +0.4% | +$972 | 0.1% | 148 |
|
|
2023
Q3 | $273K | Sell |
2,262
-92
| -4% | -$11.1K | 0.1% | 142 |
|
|
2023
Q2 | $325K | Buy |
2,354
+21
| +0.9% | +$2.9K | 0.13% | 125 |
|
|
2023
Q1 | $313K | Buy |
2,333
+2,247
| +2,613% | +$302K | 0.14% | 122 |
|
|
2022
Q4 | $11.6K | Buy |
86
+1
| +1% | +$135 | 0.01% | 254 |
|
|
2022
Q3 | $9.55K | Buy |
85
+1
| +1% | +$112 | 0.01% | 264 |
|
|
2022
Q2 | $11.4K | Buy |
84
+1
| +1% | +$135 | 0.01% | 271 |
|
|
2022
Q1 | $10.3K | Buy |
+83
| New | +$10.3K | 0.01% | 295 |
|