SAG
SageView Advisory Group’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
2,037
+303
| +17% | +$38.4K | 0.01% | 535 |
|
|
2025
Q1 | $247K | Buy |
1,734
+28
| +2% | +$3.98K | 0.01% | 523 |
|
|
2024
Q4 | $224K | Buy |
1,706
+74
| +5% | +$9.7K | 0.01% | 541 |
|
|
2024
Q3 | $232K | Sell |
1,632
-223
| -12% | -$31.7K | 0.01% | 464 |
|
|
2024
Q2 | $256K | Buy |
+1,855
| New | +$256K | 0.01% | 474 |
|