Choate Investment Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $395K | Sell |
4,097
-182
| -4% | -$18.6K | 0.01% | 330 |
|
|
2025
Q4 | $432K | Sell |
4,279
-383
| -8% | -$41.9K | 0.01% | 326 |
|
|
2025
Q3 | $580K | Buy |
4,662
+2,862
| +159% | +$370K | 0.01% | 271 |
|
|
2025
Q2 | $232K | Hold |
1,800
| – | – | 0.01% | 377 |
|
|
2025
Q1 | $256K | Sell |
1,800
-3,560
| -66% | -$480K | 0.01% | 351 |
|
|
2024
Q4 | $702K | Buy |
5,360
+3,754
| +234% | +$512K | 0.02% | 226 |
|
|
2024
Q3 | $229K | Sell |
1,606
-15
| -0.9% | -$2.13K | 0.01% | 356 |
|
|
2024
Q2 | $224K | Sell |
1,621
-150
| -8% | -$20K | 0.01% | 344 |
|
|
2024
Q1 | $229K | Hold |
1,771
| – | – | 0.01% | 372 |
|
|
2023
Q4 | $215K | Sell |
1,771
-57
| -3% | -$6.89K | 0.01% | 354 |
|
|
2023
Q3 | $221K | Sell |
1,828
-7,489
| -80% | -$967K | 0.01% | 337 |
|
|
2023
Q2 | $1.29M | Buy |
9,317
+347
| +4% | +$48.3K | 0.05% | 117 |
|
|
2023
Q1 | $1.2M | Hold |
8,970
| – | – | 0.06% | 116 |
|
|
2022
Q4 | $1.22M | Sell |
8,970
-528
| -6% | -$67.1K | 0.07% | 107 |
|
|
2022
Q3 | $1.07M | Hold |
9,498
| – | – | 0.07% | 105 |
|
|
2022
Q2 | $1.28M | Sell |
9,498
-40
| -0.4% | -$5.27K | 0.08% | 99 |
|
|
2022
Q1 | $1.18M | Sell |
9,538
-155
| -2% | -$20.5K | 0.06% | 130 |
|
|
2021
Q4 | $1.39M | Hold |
9,693
| – | – | 0.08% | 109 |
|
|
2021
Q3 | $1.28M | Sell |
9,693
-255
| -3% | -$34.7K | 0.08% | 102 |
|
|
2021
Q2 | $1.33M | Hold |
9,948
| – | – | 0.08% | 104 |
|
|
2021
Q1 | $1.38M | Sell |
9,948
-11
| -0.1% | -$1.46K | 0.09% | 92 |
|
|
2020
Q4 | $1.34M | Sell |
9,959
-515
| -5% | -$72.1K | 0.08% | 85 |
|
|
2020
Q3 | $1.55M | Hold |
10,474
| – | – | 0.1% | 81 |
|
|
2020
Q2 | $1.48M | Hold |
10,474
| – | – | 0.11% | 76 |
|
|
2020
Q1 | $1.34M | Hold |
10,474
| – | – | 0.11% | 83 |
|
|
2019
Q4 | $1.44M | Hold |
10,474
| – | – | 0.09% | 87 |
|
|
2019
Q3 | $1.49M | Buy |
10,474
+50
| +0.5% | +$6.87K | 0.09% | 88 |
|
|
2019
Q2 | $1.39M | Sell |
10,424
-125
| -1% | -$16.1K | 0.08% | 91 |
|
|
2019
Q1 | $1.31M | Buy |
10,549
+743
| +8% | +$86.3K | 0.08% | 91 |
|
|
2018
Q4 | $1.12M | Buy |
9,806
+224
| +2% | +$24.9K | 0.07% | 95 |
|
|
2018
Q3 | $1.09M | Buy |
9,582
+363
| +4% | +$40.7K | 0.06% | 94 |
|
|
2018
Q2 | $971K | Sell |
9,219
-363
| -4% | -$37.7K | 0.06% | 115 |
|
|
2018
Q1 | $1.06M | Hold |
9,582
| – | – | 0.06% | 116 |
|
|
2017
Q4 | $1.16M | Sell |
9,582
-169
| -2% | -$19.7K | 0.06% | 116 |
|
|
2017
Q3 | $1.15M | Sell |
9,751
-2,517
| -21% | -$307K | 0.06% | 114 |
|
|
2017
Q2 | $1.58M | Sell |
12,268
-2,470
| -17% | -$321K | 0.09% | 88 |
|
|
2017
Q1 | $1.94M | Buy |
14,738
+41
| +0.3% | +$5.17K | 0.11% | 84 |
|
|
2016
Q4 | $1.68M | Sell |
14,697
-860
| -6% | -$99.8K | 0.11% | 82 |
|
|
2016
Q3 | $1.96M | Sell |
15,557
-383
| -2% | -$49.5K | 0.13% | 77 |
|
|
2016
Q2 | $2.19M | Sell |
15,940
-541
| -3% | -$70.8K | 0.15% | 71 |
|
|
2016
Q1 | $2.22M | Buy |
16,481
+5,158
| +46% | +$671K | 0.15% | 74 |
|
|
2015
Q4 | $1.31M | Sell |
11,323
-2,492
| -18% | -$299K | 0.1% | 104 |
|
|
2015
Q3 | $1.51M | Buy |
13,815
+3,132
| +29% | +$345K | 0.1% | 83 |
|
|
2015
Q2 | $1.13M | Hold |
10,683
| – | – | 0.07% | 99 |
|
|
2015
Q1 | $1.14M | Sell |
10,683
-640
| -6% | -$70.7K | 0.06% | 107 |
|
|
2014
Q4 | $1.31M | Sell |
11,323
-1,903
| -14% | -$211K | 0.08% | 103 |
|
|
2014
Q3 | $1.36M | Sell |
13,226
-641
| -5% | -$66.7K | 0.08% | 98 |
|
|
2014
Q2 | $1.48M | Sell |
13,867
-356
| -3% | -$37.8K | 0.09% | 97 |
|
|
2014
Q1 | $1.5M | Sell |
14,223
-231
| -2% | -$23.9K | 0.09% | 100 |
|
|
2013
Q4 | $1.45M | Sell |
14,454
-214
| -1% | -$21.4K | 0.09% | 98 |
|
|
2013
Q3 | $1.33M | Buy |
14,668
+1,224
| +9% | +$113K | 0.1% | 103 |
|
|
2013
Q2 | $1.25M | Buy |
+13,444
| New | +$1.3M | 0.1% | 104 |
|
Other funds holding KMB
VCM
VPM
