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EnRich Financial Partners’s Kimberly-Clark KMB Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-450
Closed -$59K – 145
2024
Q4 		$59K Hold
450
– – 0.02% 105
2024
Q3 		$64K Hold
450
– – 0.02% 101
2024
Q2 		$62.2K Hold
450
– – 0.02% 95
2024
Q1 		$58.2K Buy
+450
New +$55.2K 0.02% 94

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

EnRich Financial Partners's KMB Position: Q1 2025 in Review

EnRich Financial Partners sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 450 shares — an estimated $59K sold.

EnRich Financial Partners first reported a position in KMB in Q1 2024 and held it in 4 quarters. The position peaked at $64K in Q3 2024. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • EnRich Financial Partners reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 450 Kimberly-Clark shares in Q1 2025, an estimated $59K.
  • EnRich Financial Partners first reported a position in Kimberly-Clark in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Kimberly-Clark position peaked at $64K in Q3 2024.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.