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SC&H Financial Advisors’s Kimberly-Clark KMB Stock Holding History

SC&H Financial Advisors’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
2024
Q4 		– Sell
-1,851
Closed -$263K – 151
2024
Q3 		$263K Hold
1,851
– – 0.06% 130
2024
Q2 		$256K Hold
1,851
– – 0.06% 127
2024
Q1 		$239K Hold
1,851
– – 0.06% 127
2023
Q4 		$225K Sell
1,851
-1,060
-36% -$128K 0.06% 129
2023
Q3 		$352K Hold
2,911
– – 0.12% 105
2023
Q2 		$402K Sell
2,911
-439
-13% -$61.1K 0.13% 102
2023
Q1 		$450K Buy
3,350
+1
+0% +$130 0.16% 90
2022
Q4 		$455K Sell
3,349
-100
-3% -$12.7K 0.19% 83
2022
Q3 		$388K Hold
3,449
– – 0.19% 89
2022
Q2 		$466K Buy
3,449
+243
+8% +$32K 0.22% 87
2022
Q1 		$395K Sell
3,206
-68
-2% -$8.97K 0.19% 104
2021
Q4 		$468K Buy
+3,274
New +$441K 0.26% 90

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return