B.O.S.S. Retirement Advisors’s Kimberly-Clark KMB Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio KMB Stock Details KMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,075	Closed	-$2.14M	–	253
2024 Q3	$2.14M	Buy	15,075 +337	+2%	+$47.8K	0.43%	63
2024 Q2	$2.04M	Sell	14,738 -1,480	-9%	-$198K	0.52%	59
2024 Q1	$1.97M	Sell	16,218 -1,951	-11%	-$240K	0.75%	50
2023 Q4	$2.21M	Sell	18,169 -2,245	-11%	-$271K	0.43%	70
2023 Q3	$2.47M	Sell	20,414 -1,287	-6%	-$166K	0.53%	50
2023 Q2	$3M	Sell	21,701 -2,251	-9%	-$313K	0.64%	36
2023 Q1	$3.21M	Buy	23,952 +8,821	+58%	+$1.15M	0.76%	29
2022 Q4	$2.05M	Buy	+15,131	New	+$1.92M	0.53%	67

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B.O.S.S. Retirement Advisors's KMB Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 15,075 shares — an estimated $2.14M sold.

B.O.S.S. Retirement Advisors first reported a position in KMB in Q4 2022 and held it in 8 quarters. The position peaked at $3.21M in Q1 2023. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 15,075 Kimberly-Clark shares in Q4 2024, an estimated $2.14M.
B.O.S.S. Retirement Advisors first reported a position in Kimberly-Clark in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Kimberly-Clark position peaked at $3.21M in Q1 2023.
1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.