Altavista Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $242K | Hold |
1,695
| – | – | 0.05% | 181 |
|
|
2021
Q3 | $224K | Sell |
1,695
-74
| -4% | -$10.1K | 0.05% | 175 |
|
|
2021
Q2 | $237K | Sell |
1,769
-325
| -16% | -$43.4K | 0.05% | 172 |
|
|
2021
Q1 | $291K | Hold |
2,094
| – | – | 0.07% | 153 |
|
|
2020
Q4 | $282K | Hold |
2,094
| – | – | 0.07% | 150 |
|
|
2020
Q3 | $309K | Sell |
2,094
-150
| -7% | -$22.5K | 0.09% | 137 |
|
|
2020
Q2 | $317K | Sell |
2,244
-165
| -7% | -$22.8K | 0.09% | 128 |
|
|
2020
Q1 | $308K | Hold |
2,409
| – | – | 0.11% | 126 |
|
|
2019
Q4 | $331K | Hold |
2,409
| – | – | 0.1% | 133 |
|
|
2019
Q3 | $342K | Hold |
2,409
| – | – | 0.11% | 126 |
|
|
2019
Q2 | $321K | Hold |
2,409
| – | – | 0.1% | 122 |
|
|
2019
Q1 | $298K | Buy |
2,409
+325
| +16% | +$37.8K | 0.11% | 128 |
|
|
2018
Q4 | $237K | Sell |
2,084
-90
| -4% | -$9.99K | 0.1% | 136 |
|
|
2018
Q3 | $247K | Hold |
2,174
| – | – | 0.09% | 138 |
|
|
2018
Q2 | $229K | Sell |
2,174
-44
| -2% | -$4.57K | 0.09% | 136 |
|
|
2018
Q1 | $244K | Sell |
2,218
-193
| -8% | -$22K | 0.1% | 132 |
|
|
2017
Q4 | $291K | Hold |
2,411
| – | – | 0.12% | 125 |
|
|
2017
Q3 | $284K | Sell |
2,411
-21
| -0.9% | -$2.56K | 0.14% | 113 |
|
|
2017
Q2 | $314K | Sell |
2,432
-24
| -1% | -$3.12K | 0.16% | 99 |
|
|
2017
Q1 | $323K | Sell |
2,456
-249
| -9% | -$31.4K | 0.16% | 96 |
|
|
2016
Q4 | $309K | Hold |
2,705
| – | – | 0.17% | 99 |
|
|
2016
Q3 | $341K | Hold |
2,705
| – | – | 0.19% | 96 |
|
|
2016
Q2 | $372K | Sell |
2,705
-280
| -9% | -$36.6K | 0.21% | 93 |
|
|
2016
Q1 | $401K | Buy |
2,985
+172
| +6% | +$22.4K | 0.23% | 88 |
|
|
2015
Q4 | $358K | Buy |
2,813
+150
| +6% | +$18K | 0.21% | 90 |
|
|
2015
Q3 | $290K | Buy |
+2,663
| New | +$294K | 0.19% | 97 |
|
|
2015
Q2 | – | Sell |
-1,928
| Closed | -$207K | – | 110 |
|
|
2015
Q1 | $207K | Hold |
1,928
| – | – | 0.13% | 105 |
|
|
2014
Q4 | $223K | Sell |
1,928
-142
| -7% | -$15.8K | 0.14% | 106 |
|
|
2014
Q3 | $214K | Sell |
2,070
-73
| -3% | -$7.6K | 0.14% | 106 |
|
|
2014
Q2 | $229K | Sell |
2,143
-428
| -17% | -$45.5K | 0.14% | 111 |
|
|
2014
Q1 | $272K | Hold |
2,571
| – | – | 0.17% | 101 |
|
|
2013
Q4 | $257K | Sell |
2,571
-524
| -17% | -$52.3K | 0.16% | 105 |
|
|
2013
Q3 | $280K | Sell |
3,095
-464
| -13% | -$43K | 0.18% | 98 |
|
|
2013
Q2 | $331K | Buy |
+3,559
| New | +$343K | 0.22% | 86 |
|
Other funds holding KMB
Altavista Wealth Management's KMB Position: Q4 2021 in Review
Altavista Wealth Management held its Kimberly-Clark (KMB) position steady in Q4 2021 at 1,695 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #181.
Altavista Wealth Management first reported a position in KMB in Q2 2013 and has held it in 34 quarters since. The position peaked at $401K in Q1 2016. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2021.
- Altavista Wealth Management held 1,695 shares of Kimberly-Clark worth $242K as of Q4 2021.
- Altavista Wealth Management left its Kimberly-Clark share count unchanged in Q4 2021.
- Kimberly-Clark made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #181 holding.
- Altavista Wealth Management first reported a position in Kimberly-Clark in Q2 2013 and has held it in 34 quarters since.
- Altavista Wealth Management's Kimberly-Clark position peaked at $401K in Q1 2016.
- 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.