Endurance Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.76M | Sell |
19,993
-65
| -0.3% | -$9.05K | 0.38% | 58 |
|
|
2023
Q1 | $2.69M | Sell |
20,058
-55
| -0.3% | -$7.14K | 0.38% | 57 |
|
|
2022
Q4 | $2.73M | Buy |
20,113
+175
| +0.9% | +$22.2K | 0.41% | 54 |
|
|
2022
Q3 | $2.24M | Buy |
19,938
+415
| +2% | +$54K | 0.37% | 59 |
|
|
2022
Q2 | $2.64M | Sell |
19,523
-90
| -0.5% | -$11.9K | 0.4% | 59 |
|
|
2022
Q1 | $2.42M | Buy |
19,613
+60
| +0.3% | +$7.92K | 0.31% | 64 |
|
|
2021
Q4 | $2.79M | Sell |
19,553
-675
| -3% | -$90.9K | 0.3% | 74 |
|
|
2021
Q3 | $2.68M | Sell |
20,228
-185
| -0.9% | -$25.2K | 0.3% | 81 |
|
|
2021
Q2 | $2.73M | Sell |
20,413
-250
| -1% | -$33.4K | 0.3% | 79 |
|
|
2021
Q1 | $2.87M | Sell |
20,663
-125
| -0.6% | -$16.6K | 0.34% | 72 |
|
|
2020
Q4 | $2.8M | Buy |
20,788
+2,875
| +16% | +$403K | 0.35% | 68 |
|
|
2020
Q3 | $2.65M | Sell |
17,913
-350
| -2% | -$52.6K | 0.39% | 64 |
|
|
2020
Q2 | $2.58M | Sell |
18,263
-135
| -0.7% | -$18.6K | 0.42% | 62 |
|
|
2020
Q1 | $2.35M | Buy |
18,398
+1,300
| +8% | +$180K | 0.45% | 61 |
|
|
2019
Q4 | $2.35M | Hold |
17,098
| – | – | 0.36% | 66 |
|
|
2019
Q3 | $2.43M | Buy |
17,098
+414
| +2% | +$56.9K | 0.4% | 61 |
|
|
2019
Q2 | $2.22M | Buy |
16,684
+424
| +3% | +$54.7K | 0.35% | 69 |
|
|
2019
Q1 | $2.02M | Sell |
16,260
-400
| -2% | -$46.5K | 0.33% | 74 |
|
|
2018
Q4 | $1.9M | Buy |
16,660
+350
| +2% | +$38.8K | 0.35% | 71 |
|
|
2018
Q3 | $1.85M | Buy |
16,310
+600
| +4% | +$67.3K | 0.29% | 76 |
|
|
2018
Q2 | $1.66M | Sell |
15,710
-664
| -4% | -$69K | 0.27% | 77 |
|
|
2018
Q1 | $1.8M | Sell |
16,374
-448
| -3% | -$51K | 0.3% | 77 |
|
|
2017
Q4 | $2.03M | Sell |
16,822
-150
| -0.9% | -$17.5K | 0.33% | 70 |
|
|
2017
Q3 | $2M | Sell |
16,972
-75
| -0.4% | -$9.16K | 0.33% | 71 |
|
|
2017
Q2 | $2.2M | Buy |
17,047
+146
| +0.9% | +$19K | 0.37% | 63 |
|
|
2017
Q1 | $2.23M | Buy |
16,901
+125
| +0.7% | +$15.8K | 0.38% | 60 |
|
|
2016
Q4 | $1.91M | Sell |
16,776
-449
| -3% | -$52.1K | 0.34% | 64 |
|
|
2016
Q3 | $2.1M | Sell |
17,225
-550
| -3% | -$71.1K | 0.38% | 65 |
|
|
2016
Q2 | $2.44M | Sell |
17,775
-550
| -3% | -$72K | 0.46% | 58 |
|
|
2016
Q1 | $2.46K | Sell |
18,325
-424
| -2% | -$55.2K | 0.35% | 57 |
|
|
2015
Q4 | $2.39M | Buy |
18,749
+50
| +0.3% | +$6K | 0.45% | 57 |
|
|
2015
Q3 | $2.16M | Buy |
18,699
+232
| +1% | +$25.6K | 0.38% | 66 |
|
|
2015
Q2 | $1.96M | Sell |
18,467
-1,025
| -5% | -$112K | 0.33% | 74 |
|
|
2015
Q1 | $2.09M | Buy |
19,492
+1,536
| +9% | +$170K | 0.36% | 69 |
|
|
2014
Q4 | $2.07M | Sell |
17,956
-1,293
| -7% | -$143K | 0.37% | 69 |
|
|
2014
Q3 | $1.99M | Sell |
19,249
-2,683
| -12% | -$279K | 0.37% | 68 |
|
|
2014
Q2 | $2.34M | Buy |
21,932
+966
| +5% | +$103K | 0.39% | 70 |
|
|
2014
Q1 | $2.22M | Buy |
20,966
+10,578
| +102% | +$1.1M | 0.43% | 64 |
|
|
2013
Q4 | $1.04M | Sell |
10,388
-1,149
| -10% | -$115K | 0.21% | 91 |
|
|
2013
Q3 | $1.04M | Sell |
11,537
-435
| -4% | -$40.3K | 0.22% | 88 |
|
|
2013
Q2 | $1.11M | Buy |
+11,972
| New | +$1.16M | 0.25% | 84 |
|
Other funds holding KMB
Endurance Wealth Management's KMB Position: Q2 2023 in Review
Endurance Wealth Management reduced its Kimberly-Clark (KMB) stake by 0.32% in Q2 2023, selling an estimated $9.05K and leaving 19,993 shares worth $2.76M. The position accounts for 0.38% of the portfolio, ranked #58.
Endurance Wealth Management first reported a position in KMB in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.87M in Q1 2021. 1,676 funds tracked by Wall St. Rank hold KMB as of Q2 2023.
- Endurance Wealth Management held 19,993 shares of Kimberly-Clark worth $2.76M as of Q2 2023.
- Endurance Wealth Management sold 65 Kimberly-Clark shares in Q2 2023, an estimated $9.05K.
- Kimberly-Clark made up 0.38% of Endurance Wealth Management's portfolio in Q2 2023, its #58 holding.
- Endurance Wealth Management first reported a position in Kimberly-Clark in Q2 2013 and has held it in 41 quarters since.
- Endurance Wealth Management's Kimberly-Clark position peaked at $2.87M in Q1 2021.
- 1,676 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.
Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.