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TrinityPoint Wealth’s Kimberly-Clark KMB Stock Holding History

TrinityPoint Wealth’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 		$231K Buy
1,763
+52
+3% +$7.09K 0.03% 302
2024
Q3 		$243K Sell
1,711
-1
-0.1% -$142 0.04% 292
2024
Q2 		$237K Sell
1,712
-13
-0.8% -$1.74K 0.04% 284
2024
Q1 		$223K Sell
1,725
-391
-18% -$48K 0.04% 282
2023
Q4 		$257K Sell
2,116
-3,513
-62% -$425K 0.05% 257
2023
Q3 		$680K Buy
5,629
+27
+0.5% +$3.49K 0.14% 150
2023
Q2 		$773K Buy
5,602
+82
+1% +$11.4K 0.15% 136
2023
Q1 		$741K Buy
5,520
+36
+0.7% +$4.68K 0.16% 133
2022
Q4 		$744K Buy
5,484
+559
+11% +$71K 0.17% 133
2022
Q3 		$554K Sell
4,925
-17
-0.3% -$2.21K 0.13% 149
2022
Q2 		$668K Sell
4,942
-181
-4% -$23.8K 0.15% 136
2022
Q1 		$631K Buy
5,123
+147
+3% +$19.4K 0.11% 151
2021
Q4 		$711K Buy
4,976
+128
+3% +$17.2K 0.13% 141
2021
Q3 		$642K Buy
4,848
+1,005
+26% +$137K 0.12% 142
2021
Q2 		$514K Buy
3,843
+72
+2% +$9.61K 0.11% 164
2021
Q1 		$524K Sell
3,771
-67
-2% -$8.89K 0.12% 153
2020
Q4 		$526K Buy
3,838
+165
+4% +$23.1K 0.13% 141
2020
Q3 		$542K Buy
3,673
+760
+26% +$114K 0.15% 131
2020
Q2 		$412K Sell
2,913
-9
-0.3% -$1.24K 0.13% 145
2020
Q1 		$374K Buy
2,922
+436
+18% +$60.3K 0.15% 137
2019
Q4 		$342K Buy
2,486
+57
+2% +$7.71K 0.12% 158
2019
Q3 		$314K Buy
2,429
+174
+8% +$23.9K 0.11% 162
2019
Q2 		$304K Buy
2,255
+75
+3% +$9.67K 0.15% 127
2019
Q1 		$270K Buy
+2,180
New +$253K 0.13% 141

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

TrinityPoint Wealth's KMB Position: Q4 2024 in Review

TrinityPoint Wealth increased its Kimberly-Clark (KMB) stake by 3% in Q4 2024, buying an estimated $7.09K and bringing the position to 1,763 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #302.

TrinityPoint Wealth first reported a position in KMB in Q1 2019 and has held it in 24 quarters since. The position peaked at $773K in Q2 2023. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • TrinityPoint Wealth held 1,763 shares of Kimberly-Clark worth $231K as of Q4 2024.
  • TrinityPoint Wealth bought 52 Kimberly-Clark shares in Q4 2024, an estimated $7.09K.
  • Kimberly-Clark made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #302 holding.
  • TrinityPoint Wealth first reported a position in Kimberly-Clark in Q1 2019 and has held it in 24 quarters since.
  • TrinityPoint Wealth's Kimberly-Clark position peaked at $773K in Q2 2023.
  • 1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.