Carson Wealth (CWM LLC)’s Kenvue KVUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
31,265
+1,923
| +7% | +$40.2K | ﹤0.01% | 1474 |
|
|
2025
Q1 | $704K | Buy |
29,342
+4,309
| +17% | +$103K | ﹤0.01% | 1317 |
|
|
2024
Q4 | $534K | Buy |
25,033
+2,103
| +9% | +$44.9K | ﹤0.01% | 1349 |
|
|
2024
Q3 | $530K | Sell |
22,930
-9,899
| -30% | -$229K | ﹤0.01% | 1294 |
|
|
2024
Q2 | $597K | Sell |
32,829
-1,753
| -5% | -$31.9K | ﹤0.01% | 1120 |
|
|
2024
Q1 | $742K | Buy |
34,582
+3,094
| +10% | +$66.4K | ﹤0.01% | 980 |
|
|
2023
Q4 | $678K | Buy |
31,488
+18,519
| +143% | +$399K | ﹤0.01% | 948 |
|
|
2023
Q3 | $260K | Buy |
12,969
+12,169
| +1,521% | +$244K | ﹤0.01% | 1205 |
|
|
2023
Q2 | $21K | Buy |
+800
| New | +$21K | ﹤0.01% | 2600 |
|