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Tyler-Stone Wealth Management’s Kimberly-Clark KMB Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-120
Closed -$16.6K – 655
2024
Q2 		$16.6K Hold
120
– – 0.01% 554
2024
Q1 		$15.5K Hold
120
– – 0.01% 573
2023
Q4 		$14.6K Sell
120
-201
-63% -$24.3K 0.01% 566
2023
Q3 		$39K Hold
321
– – 0.02% 376
2023
Q2 		$44K Buy
+321
New +$44.7K 0.02% 360
2022
Q4 		$44K Hold
321
– – 0.03% 342
2022
Q3 		$36K Hold
321
– – 0.03% 341
2022
Q2 		$43K Hold
321
– – 0.03% 339
2022
Q1 		$40K Hold
321
– – 0.02% 369
2021
Q4 		$46K Buy
+321
New +$43.2K 0.02% 372

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tyler-Stone Wealth Management's KMB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 120 shares — an estimated $16.6K sold.

Tyler-Stone Wealth Management first reported a position in KMB in Q4 2021 and held it in 10 quarters. The position peaked at $46K in Q4 2021. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 120 Kimberly-Clark shares in Q3 2024, an estimated $16.6K.
  • Tyler-Stone Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Kimberly-Clark position peaked at $46K in Q4 2021.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.