PFS Investments’s Kimberly-Clark KMB Stock Holding History

PFS Investments’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 Q2	$4.01M	Sell	29,080 -95	-0.3%	-$13.2K	0.07%	249
2023 Q1	$3.98M	Buy	29,175 +605	+2%	+$78.6K	0.07%	234
2022 Q4	$3.88M	Sell	28,570 -684	-2%	-$86.9K	0.07%	221
2022 Q3	$3.29K	Buy	29,254 +752	+3%	+$97.8K	0.06%	219
2022 Q2	$3.85M	Buy	28,502 +2,197	+8%	+$289K	0.08%	214
2022 Q1	$3.24M	Buy	26,305 +1,899	+8%	+$251K	0.06%	236
2021 Q4	$3.49M	Sell	24,406 -6,543	-21%	-$881K	0.07%	230
2021 Q3	$4.1M	Buy	30,949 +1,994	+7%	+$271K	0.08%	200
2021 Q2	$3.91M	Buy	28,955 +3,312	+13%	+$442K	0.09%	190
2021 Q1	$3.57M	Buy	25,643 +4,895	+24%	+$650K	0.09%	185
2020 Q4	$2.73M	Buy	20,748 +4,435	+27%	+$621K	0.08%	194
2020 Q3	$2.41M	Buy	16,313 +3,898	+31%	+$585K	0.08%	176
2020 Q2	$1.75M	Buy	12,415 +4,075	+49%	+$563K	0.06%	171
2020 Q1	$1.07M	Buy	8,340 +5,073	+155%	+$702K	0.05%	184
2019 Q4	$449K	Buy	+3,267	New	+$442K	0.02%	206

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

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

Massachusetts Financial Services

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

Geode Capital Management

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

T. Rowe Price Associates

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

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

Wellington Management Group

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return