Taylor Wealth Management Partners’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,000
Closed -$114K 84
2018
Q4
$114K Hold
1,000
0.07% 49
2018
Q3
$114K Hold
1,000
0.05% 61
2018
Q2
$105K Hold
1,000
0.05% 63
2018
Q1
$110K Hold
1,000
0.05% 60
2017
Q4
$121K Sell
1,000
-497
-33% -$58K 0.05% 74
2017
Q3
$176K Hold
1,497
0.08% 68
2017
Q2
$193K Hold
1,497
0.09% 61
2017
Q1
$197K Hold
1,497
0.09% 61
2016
Q4
$171K Sell
1,497
-204
-12% -$23.7K 0.08% 62
2016
Q3
$215K Hold
1,701
0.1% 52
2016
Q2
$234K Hold
1,701
0.09% 44
2016
Q1
$229K Hold
1,701
0.11% 39
2015
Q4
$217K Sell
1,701
-99
-6% -$11.9K 0.09% 48
2015
Q3
$196K Sell
1,800
-100
-5% -$11K 0.09% 44
2015
Q2
$201K Sell
1,900
-100
-5% -$10.9K 0.06% 52
2015
Q1
$214K Buy
+2,000
New +$221K 0.07% 49

Other funds holding KMB

Taylor Wealth Management Partners's KMB Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Kimberly-Clark (KMB) in Q1 2019, closing a stake of 1,000 shares — an estimated $114K sold.

Taylor Wealth Management Partners first reported a position in KMB in Q1 2015 and held it in 16 quarters. The position peaked at $234K in Q2 2016. 1,462 funds tracked by Wall St. Rank hold KMB as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining Kimberly-Clark position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 1,000 Kimberly-Clark shares in Q1 2019, an estimated $114K.
  • Taylor Wealth Management Partners first reported a position in Kimberly-Clark in Q1 2015 and held it in 16 quarters.
  • Taylor Wealth Management Partners's Kimberly-Clark position peaked at $234K in Q2 2016.
  • 1,462 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.