Smith & Howard Wealth 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
Q3
Sell
-1,709
Closed -$231K 70
2022
Q2
$231K Hold
1,709
0.1% 61
2022
Q1
$210K Hold
1,709
0.09% 66
2021
Q4
$244K Hold
1,709
0.11% 65
2021
Q3
$226K Hold
1,709
0.11% 65
2021
Q2
$229K Hold
1,709
0.11% 61
2021
Q1
$238K Hold
1,709
0.12% 54
2020
Q4
$230K Hold
1,709
0.12% 58
2020
Q3
$252K Hold
1,709
0.15% 55
2020
Q2
$242K Hold
1,709
0.15% 58
2020
Q1
$219K Hold
1,709
0.14% 60
2019
Q4
$235K Hold
1,709
0.08% 76
2019
Q3
$243K Hold
1,709
0.1% 61
2019
Q2
$228K Sell
1,709
-50
-3% -$6.45K 0.1% 55
2019
Q1
$218K Buy
+1,759
New +$204K 0.11% 55
2014
Q1
Sell
-202
Closed -$20K 137
2013
Q4
$20K Buy
202
+159
+370% +$15.9K 0.01% 170
2013
Q3
$4K Hold
43
﹤0.01% 227
2013
Q2
$4K Buy
+43
New +$4.15K ﹤0.01% 208

Other funds holding KMB

Smith & Howard Wealth Management's KMB Position: Q3 2022 in Review

Smith & Howard Wealth Management sold out of Kimberly-Clark (KMB) in Q3 2022, closing a stake of 1,709 shares — an estimated $231K sold.

Smith & Howard Wealth Management first reported a position in KMB in Q2 2013 and held it in 17 quarters. The position peaked at $252K in Q3 2020. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Smith & Howard Wealth Management reported no remaining Kimberly-Clark position as of Q3 2022 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,709 Kimberly-Clark shares in Q3 2022, an estimated $231K.
  • Smith & Howard Wealth Management first reported a position in Kimberly-Clark in Q2 2013 and held it in 17 quarters.
  • Smith & Howard Wealth Management's Kimberly-Clark position peaked at $252K in Q3 2020.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.