Bison Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $222K | Sell |
1,695
-1,804
| -52% | -$246K | 0.05% | 283 |
|
|
2024
Q3 | $498K | Sell |
3,499
-1,065
| -23% | -$151K | 0.08% | 235 |
|
|
2024
Q2 | $590K | Hold |
4,564
| – | – | 0.1% | 215 |
|
|
2024
Q1 | $590K | Sell |
4,564
-22
| -0.5% | -$2.7K | 0.1% | 215 |
|
|
2023
Q4 | $557K | Buy |
4,586
+269
| +6% | +$32.5K | 0.1% | 215 |
|
|
2023
Q3 | $522K | Sell |
4,317
-454
| -10% | -$58.6K | 0.1% | 209 |
|
|
2023
Q2 | $659K | Buy |
4,771
+801
| +20% | +$112K | 0.12% | 175 |
|
|
2023
Q1 | $570K | Sell |
3,970
-133
| -3% | -$17.3K | 0.18% | 138 |
|
|
2022
Q4 | $529K | Buy |
4,103
+115
| +3% | +$14.6K | 0.17% | 153 |
|
|
2022
Q3 | $448K | Buy |
3,988
+605
| +18% | +$78.7K | 0.18% | 147 |
|
|
2022
Q2 | $457K | Buy |
3,383
+158
| +5% | +$20.8K | 0.26% | 102 |
|
|
2022
Q1 | $397K | Buy |
3,225
+675
| +26% | +$89.1K | 0.2% | 132 |
|
|
2021
Q4 | $364K | Sell |
2,550
-312
| -11% | -$42K | 0.21% | 125 |
|
|
2021
Q3 | $379K | Buy |
2,862
+60
| +2% | +$8.16K | 0.17% | 148 |
|
|
2021
Q2 | $375K | Sell |
2,802
-39
| -1% | -$5.2K | 0.16% | 156 |
|
|
2021
Q1 | $395K | Buy |
2,841
+166
| +6% | +$22K | 0.17% | 161 |
|
|
2020
Q4 | $361K | Buy |
2,675
+19
| +0.7% | +$2.66K | 0.17% | 150 |
|
|
2020
Q3 | $392K | Buy |
2,656
+1
| +0% | +$150 | 0.23% | 106 |
|
|
2020
Q2 | $375K | Buy |
2,655
+200
| +8% | +$27.6K | 0.24% | 105 |
|
|
2020
Q1 | $314K | Buy |
2,455
+40
| +2% | +$5.53K | 0.23% | 120 |
|
|
2019
Q4 | $332K | Sell |
2,415
-219
| -8% | -$29.6K | 0.16% | 158 |
|
|
2019
Q3 | $374K | Sell |
2,634
-579
| -18% | -$79.6K | 0.21% | 133 |
|
|
2019
Q2 | $428K | Sell |
3,213
-321
| -9% | -$41.4K | 0.25% | 110 |
|
|
2019
Q1 | $438K | Buy |
3,534
+383
| +12% | +$44.5K | 0.27% | 117 |
|
|
2018
Q4 | $359K | Buy |
3,151
+200
| +7% | +$22.2K | 0.26% | 113 |
|
|
2018
Q3 | $335K | Buy |
2,951
+422
| +17% | +$47.3K | 0.22% | 136 |
|
|
2018
Q2 | $266K | Sell |
2,529
-98
| -4% | -$10.2K | 0.2% | 151 |
|
|
2018
Q1 | $289K | Sell |
2,627
-794
| -23% | -$90.4K | 0.22% | 139 |
|
|
2017
Q4 | $413K | Buy |
3,421
+969
| +40% | +$113K | 0.3% | 91 |
|
|
2017
Q3 | $289K | Sell |
2,452
-23
| -0.9% | -$2.81K | 0.23% | 124 |
|
|
2017
Q2 | $320K | Buy |
2,475
+544
| +28% | +$70.8K | 0.26% | 107 |
|
|
2017
Q1 | $254K | Sell |
1,931
-297
| -13% | -$37.5K | 0.22% | 126 |
|
|
2016
Q4 | $254K | Buy |
2,228
+21
| +1% | +$2.44K | 0.22% | 131 |
|
|
2016
Q3 | $278K | Buy |
2,207
+340
| +18% | +$44K | 0.24% | 122 |
|
|
2016
Q2 | $257K | Sell |
1,867
-39
| -2% | -$5.1K | 0.15% | 152 |
|
|
2016
Q1 | $256K | Sell |
1,906
-947
| -33% | -$123K | 0.16% | 145 |
|
|
2015
Q4 | $363K | Buy |
2,853
+49
| +2% | +$5.88K | 0.21% | 141 |
|
|
2015
Q3 | $306K | Sell |
2,804
-1
| -0% | -$110 | 0.2% | 146 |
|
|
2015
Q2 | $297K | Buy |
2,805
+23
| +0.8% | +$2.5K | 0.17% | 159 |
|
|
2015
Q1 | $298K | Buy |
2,782
+163
| +6% | +$18K | 0.18% | 161 |
|
|
2014
Q4 | $303K | Buy |
+2,619
| New | +$291K | 0.23% | 133 |
|
Other funds holding KMB
Bison Wealth's KMB Position: Q4 2024 in Review
Bison Wealth reduced its Kimberly-Clark (KMB) stake by 52% in Q4 2024, selling an estimated $246K and leaving 1,695 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #283.
Bison Wealth first reported a position in KMB in Q4 2014 and has held it in 41 quarters since. The position peaked at $659K in Q2 2023. 1,786 funds tracked by Wall St. Rank hold KMB as of Q4 2024.
- Bison Wealth held 1,695 shares of Kimberly-Clark worth $222K as of Q4 2024.
- Bison Wealth sold 1,804 Kimberly-Clark shares in Q4 2024, an estimated $246K.
- Kimberly-Clark made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #283 holding.
- Bison Wealth first reported a position in Kimberly-Clark in Q4 2014 and has held it in 41 quarters since.
- Bison Wealth's Kimberly-Clark position peaked at $659K in Q2 2023.
- 1,786 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.
Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.