WealthPLAN Partners’s Kimberly-Clark KMB Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-653	Closed	-$90.2K	–	748
2023 Q2	$90.2K	Sell	653 -16	-2%	-$2.23K	0.01%	417
2023 Q1	$89.8K	Buy	+669	New	+$86.9K	0.01%	447
2019 Q2	–	Sell	-1,618	Closed	-$208K	–	258
2019 Q1	$208K	Sell	1,618 -138	-8%	-$16K	0.03%	243
2018 Q4	$208K	Buy	+1,756	New	+$195K	0.03%	238
2017 Q2	–	Sell	-195	Closed	-$25.7K	–	315
2017 Q1	$25.7K	Buy	+195	New	+$24.6K	0.09%	159
2016 Q3	$229K	Sell	1,858 -1,792	-49%	-$232K	0.07%	136
2016 Q2	$257K	Buy	+3,650	New	+$478K	0.03%	323
2015 Q4	$64.5K	Buy	+1,238	New	+$149K	0.01%	549
2015 Q2	$39K	Sell	365 -919	-72%	-$100K	0.02%	200
2015 Q1	$136K	Buy	+1,284	New	+$142K	0.06%	146

Other funds holding KMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's KMB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 653 shares — an estimated $90.2K sold.

WealthPLAN Partners first reported a position in KMB in Q1 2015 and held it in 10 quarters. The position peaked at $257K in Q2 2016. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

WealthPLAN Partners reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 653 Kimberly-Clark shares in Q3 2023, an estimated $90.2K.
WealthPLAN Partners first reported a position in Kimberly-Clark in Q1 2015 and held it in 10 quarters.
WealthPLAN Partners's Kimberly-Clark position peaked at $257K in Q2 2016.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.