Financial Planning & Information Services’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $361K | Buy |
2,539
+7
| +0.3% | +$992 | 0.05% | 68 |
|
|
2024
Q2 | $350K | Buy |
2,532
+7
| +0.3% | +$935 | 0.05% | 63 |
|
|
2024
Q1 | $327K | Buy |
2,525
+7
| +0.3% | +$859 | 0.05% | 70 |
|
|
2023
Q4 | $306K | Sell |
2,518
-87
| -3% | -$10.5K | 0.05% | 71 |
|
|
2023
Q3 | $315K | Buy |
2,605
+6
| +0.2% | +$775 | 0.06% | 71 |
|
|
2023
Q2 | $359K | Buy |
2,599
+6
| +0.2% | +$835 | 0.07% | 69 |
|
|
2023
Q1 | $348K | Buy |
2,593
+6
| +0.2% | +$779 | 0.07% | 70 |
|
|
2022
Q4 | $351K | Buy |
2,587
+8
| +0.3% | +$1.02K | 0.07% | 65 |
|
|
2022
Q3 | $290K | Sell |
2,579
-44
| -2% | -$5.72K | 0.07% | 67 |
|
|
2022
Q2 | $355K | Buy |
2,623
+56
| +2% | +$7.38K | 0.09% | 60 |
|
|
2022
Q1 | $316K | Sell |
2,567
-894
| -26% | -$118K | 0.07% | 65 |
|
|
2021
Q4 | $495K | Buy |
3,461
+6
| +0.2% | +$808 | 0.12% | 53 |
|
|
2021
Q3 | $458K | Buy |
3,455
+6
| +0.2% | +$816 | 0.12% | 54 |
|
|
2021
Q2 | $461K | Buy |
3,449
+5
| +0.1% | +$667 | 0.14% | 49 |
|
|
2021
Q1 | $479K | Buy |
3,444
+6
| +0.2% | +$796 | 0.15% | 48 |
|
|
2020
Q4 | $464K | Buy |
3,438
+5
| +0.1% | +$700 | 0.16% | 45 |
|
|
2020
Q3 | $507K | Buy |
3,433
+905
| +36% | +$136K | 0.2% | 43 |
|
|
2020
Q2 | $357K | Buy |
2,528
+5
| +0.2% | +$690 | 0.15% | 42 |
|
|
2020
Q1 | $323K | Buy |
2,523
+5
| +0.2% | +$692 | 0.17% | 42 |
|
|
2019
Q4 | $346K | Buy |
2,518
+5
| +0.2% | +$676 | 0.14% | 43 |
|
|
2019
Q3 | $357K | Buy |
2,513
+5
| +0.2% | +$687 | 0.15% | 40 |
|
|
2019
Q2 | $334K | Sell |
2,508
-95
| -4% | -$12.3K | 0.14% | 40 |
|
|
2019
Q1 | $322K | Buy |
2,603
+6
| +0.2% | +$697 | 0.14% | 40 |
|
|
2018
Q4 | $296K | Buy |
2,597
+5
| +0.2% | +$555 | 0.15% | 40 |
|
|
2018
Q3 | $295K | Sell |
2,592
-44
| -2% | -$4.93K | 0.11% | 41 |
|
|
2018
Q2 | $278K | Buy |
2,636
+56
| +2% | +$5.82K | 0.1% | 40 |
|
|
2018
Q1 | $284K | Buy |
2,580
+5
| +0.2% | +$569 | 0.1% | 37 |
|
|
2017
Q4 | $311K | Buy |
2,575
+5
| +0.2% | +$583 | 0.11% | 31 |
|
|
2017
Q3 | $302K | Buy |
2,570
+5
| +0.2% | +$611 | 0.11% | 30 |
|
|
2017
Q2 | $331K | Buy |
2,565
+4
| +0.2% | +$520 | 0.12% | 30 |
|
|
2017
Q1 | $337K | Buy |
2,561
+600
| +31% | +$75.7K | 0.12% | 30 |
|
|
2016
Q4 | $224K | Hold |
1,961
| – | – | 0.09% | 34 |
|
|
2016
Q3 | $247K | Hold |
1,961
| – | – | 0.1% | 32 |
|
|
2016
Q2 | $270K | Hold |
1,961
| – | – | 0.12% | 30 |
|
|
2016
Q1 | $264K | Hold |
1,961
| – | – | 0.14% | 30 |
|
|
2015
Q4 | $250K | Sell |
1,961
-150
| -7% | -$18K | 0.14% | 30 |
|
|
2015
Q3 | $230K | Hold |
2,111
| – | – | 0.14% | 29 |
|
|
2015
Q2 | $224K | Hold |
2,111
| – | – | 0.13% | 30 |
|
|
2015
Q1 | $226K | Hold |
2,111
| – | – | 0.15% | 29 |
|
|
2014
Q4 | $227K | Sell |
2,111
-91
| -4% | -$10.1K | 0.16% | 29 |
|
|
2014
Q3 | $227K | Hold |
2,202
| – | – | 0.16% | 29 |
|
|
2014
Q2 | $235K | Hold |
2,202
| – | – | 0.16% | 29 |
|
|
2014
Q1 | $233K | Hold |
2,202
| – | – | 0.16% | 29 |
|
|
2013
Q4 | $221K | Buy |
+2,202
| New | +$220K | 0.16% | 30 |
|
Other funds holding KMB
Financial Planning & Information Services's KMB Position: Q3 2024 in Review
Financial Planning & Information Services increased its Kimberly-Clark (KMB) stake by 0.28% in Q3 2024, buying an estimated $992 and bringing the position to 2,539 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #68.
Financial Planning & Information Services first reported a position in KMB in Q4 2013 and has held it in 44 quarters since. The position peaked at $507K in Q3 2020. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.
- Financial Planning & Information Services held 2,539 shares of Kimberly-Clark worth $361K as of Q3 2024.
- Financial Planning & Information Services bought 7 Kimberly-Clark shares in Q3 2024, an estimated $992.
- Kimberly-Clark made up 0.05% of Financial Planning & Information Services's portfolio in Q3 2024, its #68 holding.
- Financial Planning & Information Services first reported a position in Kimberly-Clark in Q4 2013 and has held it in 44 quarters since.
- Financial Planning & Information Services's Kimberly-Clark position peaked at $507K in Q3 2020.
- 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.
Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.