Security National Trust’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $188K | Hold |
1,408
| – | – | 0.04% | 166 |
|
|
2021
Q2 | $188K | Buy |
1,408
+293
| +26% | +$39.1K | 0.04% | 172 |
|
|
2021
Q1 | $155K | Sell |
1,115
-305
| -21% | -$40.5K | 0.04% | 186 |
|
|
2020
Q4 | $192K | Buy |
1,420
+200
| +16% | +$28K | 0.05% | 164 |
|
|
2020
Q3 | $180K | Sell |
1,220
-40
| -3% | -$6.01K | 0.05% | 161 |
|
|
2020
Q2 | $178K | Sell |
1,260
-60
| -5% | -$8.28K | 0.05% | 160 |
|
|
2020
Q1 | $168K | Sell |
1,320
-70
| -5% | -$9.68K | 0.06% | 147 |
|
|
2019
Q4 | $191K | Buy |
1,390
+60
| +5% | +$8.12K | 0.06% | 162 |
|
|
2019
Q3 | $189K | Sell |
1,330
-485
| -27% | -$66.7K | 0.06% | 158 |
|
|
2019
Q2 | $242K | Hold |
1,815
| – | – | 0.08% | 142 |
|
|
2019
Q1 | $225K | Buy |
1,815
+180
| +11% | +$20.9K | 0.07% | 144 |
|
|
2018
Q4 | $186K | Sell |
1,635
-130
| -7% | -$14.4K | 0.07% | 150 |
|
|
2018
Q3 | $201K | Sell |
1,765
-80
| -4% | -$8.97K | 0.06% | 158 |
|
|
2018
Q2 | $195K | Hold |
1,845
| – | – | 0.06% | 161 |
|
|
2018
Q1 | $203K | Sell |
1,845
-343
| -16% | -$39K | 0.07% | 156 |
|
|
2017
Q4 | $264K | Sell |
2,188
-165
| -7% | -$19.2K | 0.09% | 146 |
|
|
2017
Q3 | $277K | Sell |
2,353
-510
| -18% | -$62.3K | 0.09% | 147 |
|
|
2017
Q2 | $369K | Sell |
2,863
-125
| -4% | -$16.3K | 0.12% | 127 |
|
|
2017
Q1 | $393K | Sell |
2,988
-20
| -0.7% | -$2.52K | 0.13% | 126 |
|
|
2016
Q4 | $343K | Sell |
3,008
-50
| -2% | -$5.8K | 0.12% | 132 |
|
|
2016
Q3 | $386K | Hold |
3,058
| – | – | 0.14% | 122 |
|
|
2016
Q2 | $421K | Sell |
3,058
-35
| -1% | -$4.58K | 0.16% | 115 |
|
|
2016
Q1 | $416K | Sell |
3,093
-125
| -4% | -$16.3K | 0.16% | 114 |
|
|
2015
Q4 | $410K | Sell |
3,218
-260
| -7% | -$31.2K | 0.16% | 109 |
|
|
2015
Q3 | $379K | Hold |
3,478
| – | – | 0.15% | 121 |
|
|
2015
Q2 | $368K | Hold |
3,478
| – | – | 0.13% | 134 |
|
|
2015
Q1 | $372K | Sell |
3,478
-400
| -10% | -$44.2K | 0.13% | 135 |
|
|
2014
Q4 | $448K | Sell |
3,878
-245
| -6% | -$27.2K | 0.16% | 116 |
|
|
2014
Q3 | $425K | Sell |
4,123
-104
| -2% | -$10.8K | 0.17% | 115 |
|
|
2014
Q2 | $451K | Sell |
4,227
-587
| -12% | -$62.4K | 0.18% | 115 |
|
|
2014
Q1 | $509K | Sell |
4,814
-2,459
| -34% | -$255K | 0.21% | 104 |
|
|
2013
Q4 | $728K | Sell |
7,273
-417
| -5% | -$41.6K | 0.3% | 78 |
|
|
2013
Q3 | $695K | Sell |
7,690
-26
| -0.3% | -$2.41K | 0.31% | 75 |
|
|
2013
Q2 | $719K | Buy |
+7,716
| New | +$744K | 0.35% | 72 |
|
Other funds holding KMB
Security National Trust's KMB Position: Q3 2021 in Review
Security National Trust held its Kimberly-Clark (KMB) position steady in Q3 2021 at 1,408 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #166.
Security National Trust first reported a position in KMB in Q2 2013 and has held it in 34 quarters since. The position peaked at $728K in Q4 2013. 1,538 funds tracked by Wall St. Rank hold KMB as of Q3 2021.
- Security National Trust held 1,408 shares of Kimberly-Clark worth $188K as of Q3 2021.
- Security National Trust left its Kimberly-Clark share count unchanged in Q3 2021.
- Kimberly-Clark made up 0.04% of Security National Trust's portfolio in Q3 2021, its #166 holding.
- Security National Trust first reported a position in Kimberly-Clark in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's Kimberly-Clark position peaked at $728K in Q4 2013.
- 1,538 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.