Wagner Wealth Management (South Carolina)’s Kimberly-Clark KMB Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-207	Closed	-$23K	–	491
2022 Q3	$23K	Buy	207 +2	+1%	+$260	0.02%	294
2022 Q2	$28K	Buy	+205	New	+$27K	0.02%	273
2022 Q1	–	Sell	-203	Closed	-$29K	–	442
2021 Q4	$29K	Buy	203 +46	+29%	+$6.19K	0.02%	334
2021 Q3	$20K	Buy	157 +3	+2%	+$408	0.02%	367
2021 Q2	$21K	Hold	154	–	–	0.02%	377
2021 Q1	$21K	Buy	+154	New	+$20.4K	0.02%	351
2018 Q3	$174K	Sell	1,534 -50	-3%	-$5.61K	0.12%	133
2018 Q2	$167K	Sell	1,584 -240	-13%	-$24.9K	0.12%	126
2018 Q1	$201K	Hold	1,824	–	–	0.15%	104
2017 Q4	$206K	Buy	+1,824	New	+$213K	0.15%	105

Other funds holding KMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s KMB Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 207 shares — an estimated $23K sold.

Wagner Wealth Management (South Carolina) first reported a position in KMB in Q4 2017 and held it in 10 quarters. The position peaked at $206K in Q4 2017. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 207 Kimberly-Clark shares in Q4 2022, an estimated $23K.
Wagner Wealth Management (South Carolina) first reported a position in Kimberly-Clark in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Kimberly-Clark position peaked at $206K in Q4 2017.
1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.