Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Kimberly-Clark KMB Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-303
Closed -$36.6K – 292
2023
Q3 		$36.6K Buy
+303
New +$39.1K 0.01% 207

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Legacy Financial Group (Iowa)'s KMB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 303 shares — an estimated $36.6K sold.

Legacy Financial Group (Iowa) first reported a position in KMB in Q3 2023 and held it in 1 quarter. The position peaked at $36.6K in Q3 2023. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 303 Kimberly-Clark shares in Q4 2023, an estimated $36.6K.
  • Legacy Financial Group (Iowa) first reported a position in Kimberly-Clark in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Kimberly-Clark position peaked at $36.6K in Q3 2023.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.