SMA
Sage Mountain Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
5,013
+1,396
| +39% | +$180K | 0.04% | 199 |
|
|
2025
Q1 | $514K | Buy |
3,617
+691
| +24% | +$98.3K | 0.04% | 217 |
|
|
2024
Q4 | $383K | Sell |
2,926
-903
| -24% | -$118K | 0.03% | 252 |
|
|
2024
Q3 | $545K | Buy |
3,829
+459
| +14% | +$65.3K | 0.05% | 188 |
|
|
2024
Q2 | $466K | Sell |
3,370
-577
| -15% | -$79.7K | 0.04% | 181 |
|
|
2024
Q1 | $511K | Buy |
3,947
+1,364
| +53% | +$176K | 0.05% | 158 |
|
|
2023
Q4 | $314K | Sell |
2,583
-210
| -8% | -$25.5K | 0.04% | 192 |
|
|
2023
Q3 | $338K | Buy |
2,793
+39
| +1% | +$4.71K | 0.05% | 170 |
|
|
2023
Q2 | $380K | Buy |
2,754
+41
| +2% | +$5.66K | 0.05% | 148 |
|
|
2023
Q1 | $364K | Buy |
+2,713
| New | +$364K | 0.06% | 139 |
|