Regent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.47M | Sell |
10,845
-400
| -4% | -$50.8K | 0.39% | 72 |
|
|
2022
Q3 | $1.27M | Sell |
11,245
-600
| -5% | -$78K | 0.37% | 78 |
|
|
2022
Q2 | $1.6M | Sell |
11,845
-200
| -2% | -$26.3K | 0.45% | 58 |
|
|
2022
Q1 | $1.48M | Sell |
12,045
-165
| -1% | -$21.8K | 0.34% | 73 |
|
|
2021
Q4 | $1.75M | Buy |
12,210
+300
| +3% | +$40.4K | 0.38% | 67 |
|
|
2021
Q3 | $1.58M | Hold |
11,910
| – | – | 0.38% | 69 |
|
|
2021
Q2 | $1.59M | Buy |
11,910
+2,980
| +33% | +$398K | 0.37% | 68 |
|
|
2021
Q1 | $1.24M | Sell |
8,930
-315
| -3% | -$41.8K | 0.31% | 82 |
|
|
2020
Q4 | $1.25M | Buy |
9,245
+1,050
| +13% | +$147K | 0.35% | 74 |
|
|
2020
Q3 | $1.21M | Sell |
8,195
-578
| -7% | -$86.8K | 0.37% | 69 |
|
|
2020
Q2 | $1.24M | Buy |
8,773
+950
| +12% | +$131K | 0.41% | 61 |
|
|
2020
Q1 | $1M | Sell |
7,823
-1,050
| -12% | -$145K | 0.41% | 66 |
|
|
2019
Q4 | $1.22M | Hold |
8,873
| – | – | 0.37% | 70 |
|
|
2019
Q3 | $1.26M | Sell |
8,873
-715
| -7% | -$98.3K | 0.41% | 70 |
|
|
2019
Q2 | $1.28M | Sell |
9,588
-1,357
| -12% | -$175K | 0.42% | 66 |
|
|
2019
Q1 | $1.36M | Sell |
10,945
-640
| -6% | -$74.4K | 0.45% | 64 |
|
|
2018
Q4 | $1.32M | Sell |
11,585
-273
| -2% | -$30.3K | 0.49% | 61 |
|
|
2018
Q3 | $1.35M | Sell |
11,858
-1,180
| -9% | -$132K | 0.42% | 68 |
|
|
2018
Q2 | $1.37M | Sell |
13,038
-600
| -4% | -$62.3K | 0.46% | 67 |
|
|
2018
Q1 | $1.5M | Buy |
13,638
+4,575
| +50% | +$521K | 0.51% | 64 |
|
|
2017
Q4 | $1.09M | Sell |
9,063
-425
| -4% | -$49.6K | 0.36% | 81 |
|
|
2017
Q3 | $1.12M | Sell |
9,488
-90
| -0.9% | -$11K | 0.38% | 79 |
|
|
2017
Q2 | $1.24M | Hold |
9,578
| – | – | 0.43% | 70 |
|
|
2017
Q1 | $1.26M | Sell |
9,578
-1,530
| -14% | -$193K | 0.48% | 67 |
|
|
2016
Q4 | $1.27M | Sell |
11,108
-100
| -0.9% | -$11.6K | 0.65% | 42 |
|
|
2016
Q3 | $1.41M | Sell |
11,208
-200
| -2% | -$25.9K | 0.73% | 36 |
|
|
2016
Q2 | $1.57M | Sell |
11,408
-68
| -0.6% | -$8.9K | 0.85% | 34 |
|
|
2016
Q1 | $1.54M | Sell |
11,476
-500
| -4% | -$65K | 0.86% | 33 |
|
|
2015
Q4 | $1.52M | Sell |
11,976
-1,200
| -9% | -$144K | 0.82% | 33 |
|
|
2015
Q3 | $1.44M | Buy |
13,176
+8,060
| +158% | +$888K | 0.79% | 35 |
|
|
2015
Q2 | $542K | Buy |
5,116
+800
| +19% | +$87.1K | 0.27% | 103 |
|
|
2015
Q1 | $462K | Sell |
4,316
-500
| -10% | -$55.2K | 0.23% | 119 |
|
|
2014
Q4 | $556K | Sell |
4,816
-181
| -4% | -$20.1K | 0.29% | 99 |
|
|
2014
Q3 | $515K | Buy |
4,997
+209
| +4% | +$21.8K | 0.26% | 102 |
|
|
2014
Q2 | $511K | Buy |
4,788
+417
| +10% | +$44.3K | 0.25% | 107 |
|
|
2014
Q1 | $462K | Hold |
4,371
| – | – | 0.24% | 112 |
|
|
2013
Q4 | $438K | Sell |
4,371
-956
| -18% | -$95.4K | 0.25% | 113 |
|
|
2013
Q3 | $481K | Sell |
5,327
-401
| -7% | -$37.1K | 0.32% | 94 |
|
|
2013
Q2 | $533K | Buy |
+5,728
| New | +$553K | 0.41% | 79 |
|
Other funds holding KMB
Regent Investment Management's KMB Position: Q4 2022 in Review
Regent Investment Management reduced its Kimberly-Clark (KMB) stake by 3.6% in Q4 2022, selling an estimated $50.8K and leaving 10,845 shares worth $1.47M. The position accounts for 0.39% of the portfolio, ranked #72.
Regent Investment Management first reported a position in KMB in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.75M in Q4 2021. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.
- Regent Investment Management held 10,845 shares of Kimberly-Clark worth $1.47M as of Q4 2022.
- Regent Investment Management sold 400 Kimberly-Clark shares in Q4 2022, an estimated $50.8K.
- Kimberly-Clark made up 0.39% of Regent Investment Management's portfolio in Q4 2022, its #72 holding.
- Regent Investment Management first reported a position in Kimberly-Clark in Q2 2013 and has held it in 39 quarters since.
- Regent Investment Management's Kimberly-Clark position peaked at $1.75M in Q4 2021.
- 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.
Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.