MinichMacGregor Wealth Management’s Kimberly-Clark KMB Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-392	Closed	-$53.2K	–	377
2022 Q4	$53.2K	Buy	+392	New	+$49.8K	0.02%	174
2018 Q4	–	Sell	-141	Closed	-$16K	–	310
2018 Q3	$16K	Sell	141 -85	-38%	-$9.53K	0.01%	250
2018 Q2	$23K	Sell	226 -23	-9%	-$2.39K	0.02%	193
2018 Q1	$27K	Buy	249 +1	+0.4%	+$114	0.02%	169
2017 Q4	$29K	Buy	248 +1	+0.4%	+$117	0.02%	156
2017 Q3	$29K	Hold	247	–	–	0.02%	148
2017 Q2	$31K	Buy	247 +24	+11%	+$3.12K	0.03%	136
2017 Q1	$29K	Hold	223	–	–	0.03%	139
2016 Q4	$25K	Buy	223 +1	+0.5%	+$116	0.02%	150
2016 Q3	$28K	Buy	222 +1	+0.5%	+$129	0.03%	156
2016 Q2	$30K	Buy	221 +1	+0.5%	+$131	0.03%	143
2016 Q1	$29K	Buy	220 +11	+5%	+$1.43K	0.03%	143
2015 Q4	$22K	Buy	+209	New	+$25.1K	0.02%	160

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's KMB Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 392 shares — an estimated $53.2K sold.

MinichMacGregor Wealth Management first reported a position in KMB in Q4 2015 and held it in 13 quarters. The position peaked at $53.2K in Q4 2022. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 392 Kimberly-Clark shares in Q1 2023, an estimated $53.2K.
MinichMacGregor Wealth Management first reported a position in Kimberly-Clark in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Kimberly-Clark position peaked at $53.2K in Q4 2022.
1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.