SVWAG
Sound View Wealth Advisors Group’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
27,952
-897
| -3% | -$116K | 0.27% | 86 |
|
|
2025
Q1 | $4.1M | Sell |
28,849
-1,740
| -6% | -$247K | 0.34% | 67 |
|
|
2024
Q4 | $4.01M | Buy |
30,589
+729
| +2% | +$95.5K | 0.32% | 67 |
|
|
2024
Q3 | $4.25M | Buy |
29,860
+967
| +3% | +$138K | 0.35% | 66 |
|
|
2024
Q2 | $3.99M | Sell |
28,893
-918
| -3% | -$127K | 0.41% | 60 |
|
|
2024
Q1 | $3.86M | Sell |
29,811
-1,203
| -4% | -$156K | 0.41% | 58 |
|
|
2023
Q4 | $3.77M | Sell |
31,014
-462
| -1% | -$56.1K | 0.42% | 58 |
|
|
2023
Q3 | $3.8M | Sell |
31,476
-58
| -0.2% | -$7.01K | 0.47% | 53 |
|
|
2023
Q2 | $4.35M | Sell |
31,534
-293
| -0.9% | -$40.5K | 0.57% | 46 |
|
|
2023
Q1 | $4.27M | Buy |
31,827
+813
| +3% | +$109K | 0.59% | 43 |
|
|
2022
Q4 | $3.77M | Buy |
31,014
+2,513
| +9% | +$305K | 0.42% | 58 |
|
|
2022
Q3 | $3.21M | Sell |
28,501
-253
| -0.9% | -$28.5K | 0.72% | 39 |
|
|
2022
Q2 | $3.89M | Sell |
28,754
-61
| -0.2% | -$8.24K | 0.81% | 36 |
|
|
2022
Q1 | $3.55M | Sell |
28,815
-1,178
| -4% | -$145K | 0.67% | 44 |
|
|
2021
Q4 | $4.29M | Sell |
29,993
-143
| -0.5% | -$20.4K | 0.81% | 35 |
|
|
2021
Q3 | $3.99M | Sell |
30,136
-735
| -2% | -$97.3K | 0.83% | 38 |
|
|
2021
Q2 | $4.13M | Sell |
30,871
-1,457
| -5% | -$195K | 0.87% | 37 |
|
|
2021
Q1 | $4.5M | Sell |
32,328
-1,123
| -3% | -$156K | 1.05% | 28 |
|
|
2020
Q4 | $4.51M | Sell |
33,451
-319
| -0.9% | -$43K | 1.1% | 25 |
|
|
2020
Q3 | $4.99M | Sell |
33,770
-676
| -2% | -$99.8K | 1.31% | 19 |
|
|
2020
Q2 | $4.87M | Buy |
34,446
+461
| +1% | +$65.2K | 1.37% | 18 |
|
|
2020
Q1 | $4.35M | Sell |
33,985
-394
| -1% | -$50.4K | 1.5% | 16 |
|
|
2019
Q4 | $4.73M | Sell |
34,379
-523
| -1% | -$71.9K | 1.33% | 18 |
|
|
2019
Q3 | $4.96M | Sell |
34,902
-1,038
| -3% | -$147K | 1.48% | 13 |
|
|
2019
Q2 | $4.79M | Buy |
+35,940
| New | +$4.79M | 1.42% | 15 |
|