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Bogart Wealth LLC’s Kimberly-Clark KMB Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$130K Buy
1,349
+532
+65% +$54.4K 0.01% 325
2025
Q4 		$82.5K Buy
817
+100
+14% +$10.9K ﹤0.01% 363
2025
Q3 		$89.1K Buy
717
+6
+0.8% +$776 ﹤0.01% 344
2025
Q2 		$91.6K Buy
711
+306
+76% +$41.5K ﹤0.01% 337
2025
Q1 		$57.6K Buy
405
+5
+1% +$674 ﹤0.01% 393
2024
Q4 		$52.4K Hold
400
– – ﹤0.01% 405
2024
Q3 		$56.9K Hold
400
– – ﹤0.01% 387
2024
Q2 		$55.3K Buy
400
+50
+14% +$6.68K ﹤0.01% 389
2024
Q1 		$45.3K Sell
350
-100
-22% -$12.3K ﹤0.01% 399
2023
Q4 		$54.7K Hold
450
– – ﹤0.01% 364
2023
Q3 		$54.4K Hold
450
– – ﹤0.01% 337
2023
Q2 		$62.1K Hold
450
– – ﹤0.01% 306
2023
Q1 		$60.4K Sell
450
-1
-0.2% -$130 ﹤0.01% 294
2022
Q4 		$61.2K Hold
451
– – ﹤0.01% 280
2022
Q3 		$51K Hold
451
– – ﹤0.01% 297
2022
Q2 		$61K Buy
451
+351
+351% +$46.2K 0.01% 261
2022
Q1 		$12K Hold
100
– – ﹤0.01% 469
2021
Q4 		$14K Sell
100
-100
-50% -$13.5K ﹤0.01% 434
2021
Q3 		$27K Hold
200
– – ﹤0.01% 317
2021
Q2 		$27K Buy
+200
New +$26.7K ﹤0.01% 306
2021
Q1 		– Hold
0
– – – 680
2020
Q4 		– Hold
0
– – – 518

Other funds holding KMB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return