Allred Capital Management’s Kenvue KVUE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,854	Closed	-$236K	–	159
2025 Q1	$236K	Sell	9,854 -549	-5%	-$13.2K	0.09%	151
2024 Q4	$222K	Buy	10,403 +418	+4%	+$8.92K	0.09%	164
2024 Q3	$231K	Buy	+9,985	New	+$231K	0.09%	153