Montag & Associates’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Hold |
5,093
| – | – | 0.03% | 282 |
|
|
2025
Q1 | $731K | Sell |
5,093
-2
| -0% | -$287 | 0.04% | 272 |
|
|
2024
Q4 | $675K | Sell |
5,095
-850
| -14% | -$113K | 0.03% | 287 |
|
|
2024
Q3 | $853K | Buy |
5,945
+2
| +0% | +$287 | 0.04% | 261 |
|
|
2024
Q2 | $829K | Hold |
5,943
| – | – | 0.04% | 250 |
|
|
2024
Q1 | $776K | Sell |
5,943
-187
| -3% | -$24.4K | 0.04% | 274 |
|
|
2023
Q4 | $752K | Hold |
6,130
| – | – | 0.04% | 264 |
|
|
2023
Q3 | $748K | Sell |
6,130
-81
| -1% | -$9.89K | 0.05% | 253 |
|
|
2023
Q2 | $865K | Sell |
6,211
-69
| -1% | -$9.61K | 0.05% | 229 |
|
|
2023
Q1 | $850K | Hold |
6,280
| – | – | 0.06% | 224 |
|
|
2022
Q4 | $860K | Hold |
6,280
| – | – | 0.06% | 219 |
|
|
2022
Q3 | $714K | Hold |
6,280
| – | – | 0.05% | 234 |
|
|
2022
Q2 | $856K | Sell |
6,280
-188
| -3% | -$25.6K | 0.06% | 220 |
|
|
2022
Q1 | $797K | Hold |
6,468
| – | – | 0.04% | 247 |
|
|
2021
Q4 | $924K | Hold |
6,468
| – | – | 0.05% | 236 |
|
|
2021
Q3 | $857K | Hold |
6,468
| – | – | 0.05% | 239 |
|
|
2021
Q2 | $865K | Sell |
6,468
-400
| -6% | -$53.5K | 0.05% | 239 |
|
|
2021
Q1 | $955K | Sell |
6,868
-225
| -3% | -$31.3K | 0.05% | 225 |
|
|
2020
Q4 | $956K | Hold |
7,093
| – | – | 0.06% | 208 |
|
|
2020
Q3 | $1.05M | Hold |
7,093
| – | – | 0.08% | 178 |
|
|
2020
Q2 | $1M | Hold |
7,093
| – | – | 0.09% | 171 |
|
|
2020
Q1 | $907K | Hold |
7,093
| – | – | 0.09% | 177 |
|
|
2019
Q4 | $976K | Hold |
7,093
| – | – | 0.08% | 187 |
|
|
2019
Q3 | $1.01M | Sell |
7,093
-8
| -0.1% | -$1.14K | 0.09% | 177 |
|
|
2019
Q2 | $946K | Sell |
7,101
-1,642
| -19% | -$219K | 0.08% | 178 |
|
|
2019
Q1 | $1.08M | Buy |
8,743
+1,400
| +19% | +$173K | 0.1% | 163 |
|
|
2018
Q4 | $837K | Sell |
7,343
-4,106
| -36% | -$468K | 0.09% | 159 |
|
|
2018
Q3 | $1.3M | Sell |
11,449
-11,355
| -50% | -$1.29M | 0.11% | 159 |
|
|
2018
Q2 | $2.4M | Buy |
22,804
+4,903
| +27% | +$516K | 0.25% | 103 |
|
|
2018
Q1 | $1.97M | Buy |
17,901
+2,556
| +17% | +$281K | 0.2% | 123 |
|
|
2017
Q4 | $1.85M | Buy |
15,345
+1,493
| +11% | +$180K | 0.18% | 135 |
|
|
2017
Q3 | $1.63M | Buy |
13,852
+53
| +0.4% | +$6.24K | 0.18% | 129 |
|
|
2017
Q2 | $1.78M | Buy |
13,799
+587
| +4% | +$75.8K | 0.2% | 116 |
|
|
2017
Q1 | $1.74M | Sell |
13,212
-1,360
| -9% | -$179K | 0.19% | 124 |
|
|
2016
Q4 | $1.66M | Buy |
14,572
+616
| +4% | +$70.3K | 0.2% | 118 |
|
|
2016
Q3 | $1.76M | Sell |
13,956
-154
| -1% | -$19.4K | 0.22% | 119 |
|
|
2016
Q2 | $1.94M | Sell |
14,110
-550
| -4% | -$75.6K | 0.26% | 110 |
|
|
2016
Q1 | $1.97M | Sell |
14,660
-1,222
| -8% | -$164K | 0.28% | 101 |
|
|
2015
Q4 | $2.02M | Buy |
15,882
+1,132
| +8% | +$144K | 0.3% | 98 |
|
|
2015
Q3 | $1.61M | Buy |
14,750
+623
| +4% | +$67.9K | 0.25% | 113 |
|
|
2015
Q2 | $1.5M | Sell |
14,127
-150
| -1% | -$15.9K | 0.22% | 122 |
|
|
2015
Q1 | $1.53M | Sell |
14,277
-1,005
| -7% | -$108K | 0.22% | 125 |
|
|
2014
Q4 | $1.77M | Sell |
15,282
-406
| -3% | -$46.9K | 0.27% | 112 |
|
|
2014
Q3 | $1.62M | Sell |
15,688
-111
| -0.7% | -$11.4K | 0.27% | 109 |
|
|
2014
Q2 | $1.69M | Buy |
15,799
+3
| +0% | +$320 | 0.27% | 110 |
|
|
2014
Q1 | $1.67M | Hold |
15,796
| – | – | 0.28% | 107 |
|
|
2013
Q4 | $1.58M | Hold |
15,796
| – | – | 0.27% | 105 |
|
|
2013
Q3 | $1.43M | Hold |
15,796
| – | – | 0.27% | 107 |
|
|
2013
Q2 | $1.47M | Buy |
+15,796
| New | +$1.47M | 0.3% | 97 |
|