Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.48M | Sell |
32,439
-895
| -3% | -$120K | 0.69% | 47 |
|
|
2024
Q1 | $4.31M | Buy |
33,334
+2,107
| +7% | +$259K | 0.69% | 56 |
|
|
2023
Q4 | $3.79M | Sell |
31,227
-125
| -0.4% | -$15.1K | 0.62% | 57 |
|
|
2023
Q3 | $3.79M | Buy |
31,352
+198
| +0.6% | +$25.6K | 0.62% | 57 |
|
|
2023
Q2 | $4.3M | Sell |
31,154
-114
| -0.4% | -$15.9K | 0.7% | 52 |
|
|
2023
Q1 | $4.2M | Buy |
31,268
+785
| +3% | +$102K | 0.69% | 52 |
|
|
2022
Q4 | $4.14M | Buy |
30,483
+304
| +1% | +$38.6K | 0.69% | 54 |
|
|
2022
Q3 | $3.4M | Buy |
30,179
+620
| +2% | +$80.6K | 0.6% | 59 |
|
|
2022
Q2 | $4M | Buy |
29,559
+1,330
| +5% | +$175K | 0.69% | 43 |
|
|
2022
Q1 | $3.48M | Buy |
28,229
+578
| +2% | +$76.3K | 0.54% | 62 |
|
|
2021
Q4 | $3.95M | Sell |
27,651
-57
| -0.2% | -$7.67K | 0.62% | 55 |
|
|
2021
Q3 | $3.67M | Sell |
27,708
-616
| -2% | -$83.8K | 0.59% | 58 |
|
|
2021
Q2 | $3.79M | Buy |
28,324
+5,766
| +26% | +$769K | 0.62% | 60 |
|
|
2021
Q1 | $3.14M | Buy |
22,558
+1,451
| +7% | +$193K | 0.61% | 52 |
|
|
2020
Q4 | $2.85M | Buy |
21,107
+1,736
| +9% | +$243K | 0.6% | 64 |
|
|
2020
Q3 | $2.86M | Sell |
19,371
-2,656
| -12% | -$399K | 0.67% | 51 |
|
|
2020
Q2 | $3.11M | Sell |
22,027
-270
| -1% | -$37.3K | 0.64% | 63 |
|
|
2020
Q1 | $2.85M | Sell |
22,297
-547
| -2% | -$75.7K | 0.66% | 60 |
|
|
2019
Q4 | $3.14M | Sell |
22,844
-1,710
| -7% | -$231K | 0.66% | 55 |
|
|
2019
Q3 | $3.49M | Sell |
24,554
-1,271
| -5% | -$175K | 0.77% | 42 |
|
|
2019
Q2 | $3.44M | Sell |
25,825
-1,267
| -5% | -$163K | 0.74% | 48 |
|
|
2019
Q1 | $3.36M | Sell |
27,092
-369
| -1% | -$42.9K | 0.71% | 54 |
|
|
2018
Q4 | $3.13M | Sell |
27,461
-4,851
| -15% | -$538K | 0.7% | 47 |
|
|
2018
Q3 | $3.67M | Sell |
32,312
-423
| -1% | -$47.4K | 0.73% | 48 |
|
|
2018
Q2 | $3.45M | Buy |
32,735
+2,518
| +8% | +$262K | 0.72% | 46 |
|
|
2018
Q1 | $3.33M | Sell |
30,217
-5,602
| -16% | -$638K | 0.7% | 54 |
|
|
2017
Q4 | $4.32M | Buy |
35,819
+7,023
| +24% | +$819K | 0.83% | 50 |
|
|
2017
Q3 | $3.39M | Sell |
28,796
-243
| -0.8% | -$29.7K | 0.68% | 60 |
|
|
2017
Q2 | $3.75M | Sell |
29,039
-1,034
| -3% | -$135K | 0.92% | 37 |
|
|
2017
Q1 | $3.96M | Buy |
30,073
+2,544
| +9% | +$321K | 1.23% | 24 |
|
|
2016
Q4 | $3.14M | Buy |
27,529
+1,247
| +5% | +$145K | 0.99% | 59 |
|
|
2016
Q3 | $3.31M | Buy |
26,282
+1,996
| +8% | +$258K | 1.1% | 53 |
|
|
2016
Q2 | $3.34M | Buy |
24,286
+2,372
| +11% | +$310K | 1.16% | 31 |
|
|
2016
Q1 | $2.79M | Sell |
21,914
-51
| -0.2% | -$6.63K | 1.04% | 27 |
|
|
2015
Q4 | $2.8M | Buy |
+21,965
| New | +$2.64M | 1.05% | 27 |
|
Other funds holding KMB
Institutional & Family Asset Management's KMB Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its Kimberly-Clark (KMB) stake by 2.7% in Q2 2024, selling an estimated $120K and leaving 32,439 shares worth $4.48M. The position accounts for 0.69% of the portfolio, ranked #47.
Institutional & Family Asset Management first reported a position in KMB in Q4 2015 and has held it in 35 quarters since. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.
- Institutional & Family Asset Management held 32,439 shares of Kimberly-Clark worth $4.48M as of Q2 2024.
- Institutional & Family Asset Management sold 895 Kimberly-Clark shares in Q2 2024, an estimated $120K.
- Kimberly-Clark made up 0.69% of Institutional & Family Asset Management's portfolio in Q2 2024, its #47 holding.
- Institutional & Family Asset Management first reported a position in Kimberly-Clark in Q4 2015 and has held it in 35 quarters since.
- 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.