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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 – 317
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

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State Street
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return