Davis 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
Q1
$840K Buy
35,022
+2,145
+7% +$51.4K 0.67% 47
2024
Q4
$702K Sell
32,877
-3,300
-9% -$70.5K 0.57% 49
2024
Q3
$837K Buy
36,177
+3,430
+10% +$79.3K 0.66% 46
2024
Q2
$588K Buy
32,747
+9,216
+39% +$165K 0.51% 52
2024
Q1
$500K Buy
+23,531
New +$500K 0.45% 56