Carroll Financial Associates’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 | $754K | Buy |
5,394
+65
| +1% | +$8.75K | 0.04% | 209 |
|
|
2021
Q3 | $705K | Buy |
5,329
+78
| +1% | +$10.6K | 0.04% | 224 |
|
|
2021
Q2 | $702K | Sell |
5,251
-384
| -7% | -$51.2K | 0.04% | 216 |
|
|
2021
Q1 | $783K | Buy |
5,635
+94
| +2% | +$12.5K | 0.05% | 197 |
|
|
2020
Q4 | $747K | Sell |
5,541
-236
| -4% | -$33K | 0.05% | 188 |
|
|
2020
Q3 | $853K | Sell |
5,777
-41
| -0.7% | -$6.16K | 0.07% | 163 |
|
|
2020
Q2 | $822K | Sell |
5,818
-66
| -1% | -$9.11K | 0.07% | 160 |
|
|
2020
Q1 | $752K | Buy |
5,884
+169
| +3% | +$23.4K | 0.07% | 154 |
|
|
2019
Q4 | $786K | Sell |
5,715
-766
| -12% | -$104K | 0.06% | 165 |
|
|
2019
Q3 | $920K | Buy |
6,481
+1,391
| +27% | +$191K | 0.08% | 150 |
|
|
2019
Q2 | $678K | Buy |
5,090
+328
| +7% | +$42.3K | 0.06% | 169 |
|
|
2019
Q1 | $590K | Buy |
4,762
+1,388
| +41% | +$161K | 0.06% | 175 |
|
|
2018
Q4 | $382K | Sell |
3,374
-100
| -3% | -$11.1K | 0.04% | 191 |
|
|
2018
Q3 | $394K | Sell |
3,474
-57
| -2% | -$6.39K | 0.04% | 201 |
|
|
2018
Q2 | $371K | Sell |
3,531
-572
| -14% | -$59.4K | 0.04% | 203 |
|
|
2018
Q1 | $451K | Buy |
4,103
+448
| +12% | +$51K | 0.05% | 176 |
|
|
2017
Q4 | $441K | Sell |
3,655
-132
| -3% | -$15.4K | 0.05% | 177 |
|
|
2017
Q3 | $444K | Sell |
3,787
-105
| -3% | -$12.8K | 0.05% | 169 |
|
|
2017
Q2 | $502K | Buy |
3,892
+52
| +1% | +$6.76K | 0.06% | 159 |
|
|
2017
Q1 | $505K | Sell |
3,840
-75
| -2% | -$9.46K | 0.06% | 147 |
|
|
2016
Q4 | $446K | Buy |
3,915
+173
| +5% | +$20.1K | 0.06% | 156 |
|
|
2016
Q3 | $472K | Buy |
3,742
+40
| +1% | +$5.17K | 0.07% | 145 |
|
|
2016
Q2 | $508K | Sell |
3,702
-68
| -2% | -$8.9K | 0.09% | 136 |
|
|
2016
Q1 | $507K | Buy |
3,770
+150
| +4% | +$19.5K | 0.09% | 131 |
|
|
2015
Q4 | $460K | Buy |
3,620
+422
| +13% | +$50.7K | 0.1% | 126 |
|
|
2015
Q3 | $377K | Buy |
3,198
+85
| +3% | +$9.37K | 0.08% | 141 |
|
|
2015
Q2 | $330K | Buy |
3,113
+2,326
| +296% | +$253K | 0.07% | 145 |
|
|
2015
Q1 | $84K | Buy |
787
+250
| +47% | +$27.6K | 0.04% | 209 |
|
|
2014
Q4 | $59K | Buy |
537
+1
| +0.2% | +$111 | 0.04% | 223 |
|
|
2014
Q3 | $58K | Sell |
536
-261
| -33% | -$27.2K | 0.02% | 283 |
|
|
2014
Q2 | $85K | Buy |
797
+92
| +13% | +$9.78K | 0.02% | 248 |
|
|
2014
Q1 | $75K | Buy |
705
+356
| +102% | +$36.9K | 0.02% | 246 |
|
|
2013
Q4 | $34K | Buy |
349
+51
| +17% | +$5.09K | 0.01% | 340 |
|
|
2013
Q3 | $26K | Sell |
298
-51
| -15% | -$4.72K | 0.01% | 386 |
|
|
2013
Q2 | $32K | Buy |
+349
| New | +$33.7K | 0.02% | 277 |
|
Other funds holding KMB
Carroll Financial Associates's KMB Position: Q4 2021 in Review
Carroll Financial Associates increased its Kimberly-Clark (KMB) stake by 1.2% in Q4 2021, buying an estimated $8.75K and bringing the position to 5,394 shares worth $754K. The position accounts for 0.04% of the portfolio, ranked #209.
Carroll Financial Associates first reported a position in KMB in Q2 2013 and has held it in 35 quarters since. The position peaked at $920K in Q3 2019. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.
- Carroll Financial Associates held 5,394 shares of Kimberly-Clark worth $754K as of Q4 2021.
- Carroll Financial Associates bought 65 Kimberly-Clark shares in Q4 2021, an estimated $8.75K.
- Kimberly-Clark made up 0.04% of Carroll Financial Associates's portfolio in Q4 2021, its #209 holding.
- Carroll Financial Associates first reported a position in Kimberly-Clark in Q2 2013 and has held it in 35 quarters since.
- Carroll Financial Associates's Kimberly-Clark position peaked at $920K in Q3 2019.
- 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.
Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.