SPWG
Sage Private Wealth Group’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
2,704
| – | – | 0.22% | 69 |
|
|
2025
Q1 | $385K | Hold |
2,704
| – | – | 0.29% | 55 |
|
|
2024
Q4 | $354K | Hold |
2,704
| – | – | 0.27% | 57 |
|
|
2024
Q3 | $385K | Hold |
2,704
| – | – | 0.3% | 53 |
|
|
2024
Q2 | $374K | Hold |
2,704
| – | – | 0.31% | 47 |
|
|
2024
Q1 | $350K | Hold |
2,704
| – | – | 0.28% | 54 |
|
|
2023
Q4 | $329K | Buy |
+2,704
| New | +$329K | 0.29% | 43 |
|