GW & Wade’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
Q4 | $10.7M | Sell |
87,649
-478
| -0.5% | -$57.8K | 0.35% | 70 |
|
|
2023
Q3 | $10.7M | Sell |
88,127
-22,013
| -20% | -$2.84M | 0.4% | 68 |
|
|
2023
Q2 | $15.2M | Buy |
110,140
+1,386
| +1% | +$193K | 0.55% | 58 |
|
|
2023
Q1 | $14.6M | Buy |
108,754
+1,705
| +2% | +$221K | 0.56% | 57 |
|
|
2022
Q4 | $14.5M | Buy |
107,049
+6,496
| +6% | +$825K | 0.6% | 53 |
|
|
2022
Q3 | $11.3M | Sell |
100,553
-22
| -0% | -$2.86K | 0.55% | 54 |
|
|
2022
Q2 | $13.6M | Buy |
100,575
+1,863
| +2% | +$245K | 0.62% | 48 |
|
|
2022
Q1 | $12.2M | Buy |
98,712
+893
| +0.9% | +$118K | 0.52% | 62 |
|
|
2021
Q4 | $14M | Sell |
97,819
-208
| -0.2% | -$28K | 0.61% | 53 |
|
|
2021
Q3 | $13M | Buy |
98,027
+1,002
| +1% | +$136K | 0.62% | 55 |
|
|
2021
Q2 | $13M | Buy |
97,025
+2,315
| +2% | +$309K | 0.62% | 54 |
|
|
2021
Q1 | $13.2M | Buy |
94,710
+9,724
| +11% | +$1.29M | 0.7% | 51 |
|
|
2020
Q4 | $11.5M | Buy |
84,986
+4,886
| +6% | +$684K | 0.7% | 51 |
|
|
2020
Q3 | $11.8M | Sell |
80,100
-1,023
| -1% | -$154K | 0.9% | 36 |
|
|
2020
Q2 | $11.5M | Buy |
81,123
+3,163
| +4% | +$437K | 0.94% | 34 |
|
|
2020
Q1 | $9.97M | Buy |
77,960
+8,482
| +12% | +$1.17M | 0.94% | 37 |
|
|
2019
Q4 | $9.56M | Buy |
69,478
+1,912
| +3% | +$259K | 0.73% | 50 |
|
|
2019
Q3 | $9.6M | Buy |
67,566
+7,748
| +13% | +$1.06M | 0.82% | 44 |
|
|
2019
Q2 | $7.97M | Buy |
59,818
+910
| +2% | +$117K | 0.72% | 46 |
|
|
2019
Q1 | $7.3M | Buy |
58,908
+1,876
| +3% | +$218K | 0.69% | 48 |
|
|
2018
Q4 | $6.5M | Buy |
57,032
+55,131
| +2,900% | +$6.12M | 0.7% | 46 |
|
|
2018
Q3 | $216K | Sell |
1,901
-349
| -16% | -$39.1K | 0.02% | 222 |
|
|
2018
Q2 | $237K | Sell |
2,250
-119
| -5% | -$12.4K | 0.03% | 218 |
|
|
2018
Q1 | $261K | Buy |
+2,369
| New | +$270K | 0.03% | 196 |
|
|
2015
Q3 | – | Sell |
-12,538
| Closed | -$1.33M | – | 233 |
|
|
2015
Q2 | $1.33M | Buy |
12,538
+412
| +3% | +$44.9K | 0.26% | 79 |
|
|
2015
Q1 | $1.3M | Sell |
12,126
-934
| -7% | -$103K | 0.24% | 81 |
|
|
2014
Q4 | $1.51M | Sell |
13,060
-662
| -5% | -$73.5K | 0.4% | 50 |
|
|
2014
Q3 | $1.42M | Sell |
13,722
-47
| -0.3% | -$4.89K | 0.41% | 50 |
|
|
2014
Q2 | $1.47M | Sell |
13,769
-4,870
| -26% | -$518K | 0.43% | 51 |
|
|
2014
Q1 | $1.97M | Sell |
18,639
-28,608
| -61% | -$2.96M | 0.64% | 46 |
|
|
2013
Q4 | $4.73M | Buy |
47,247
+502
| +1% | +$50.1K | 1.53% | 21 |
|
|
2013
Q3 | $4.22M | Buy |
46,745
+2
| +0% | +$185 | 1.46% | 20 |
|
|
2013
Q2 | $4.35M | Buy |
+46,743
| New | +$4.51M | 1.57% | 17 |
|
Other funds holding KMB
GW & Wade's KMB Position: Q4 2023 in Review
GW & Wade reduced its Kimberly-Clark (KMB) stake by 0.54% in Q4 2023, selling an estimated $57.8K and leaving 87,649 shares worth $10.7M. The position accounts for 0.35% of the portfolio, ranked #70.
GW & Wade first reported a position in KMB in Q2 2013 and has held it in 33 quarters since. The position peaked at $15.2M in Q2 2023. 1,673 funds tracked by Wall St. Rank hold KMB as of Q4 2023.
- GW & Wade held 87,649 shares of Kimberly-Clark worth $10.7M as of Q4 2023.
- GW & Wade sold 478 Kimberly-Clark shares in Q4 2023, an estimated $57.8K.
- Kimberly-Clark made up 0.35% of GW & Wade's portfolio in Q4 2023, its #70 holding.
- GW & Wade first reported a position in Kimberly-Clark in Q2 2013 and has held it in 33 quarters since.
- GW & Wade's Kimberly-Clark position peaked at $15.2M in Q2 2023.
- 1,673 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.
Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.