Equitable Trust’s Kenvue KVUE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $362K | Sell |
17,285
-2,354
| -12% | -$49.3K | 0.02% | 351 |
|
2025
Q1 | $471K | Buy |
19,639
+2,105
| +12% | +$50.5K | 0.03% | 315 |
|
2024
Q4 | $374K | Sell |
17,534
-7,811
| -31% | -$167K | 0.02% | 376 |
|
2024
Q3 | $586K | Buy |
25,345
+284
| +1% | +$6.57K | 0.04% | 280 |
|
2024
Q2 | $456K | Hold |
25,061
| – | – | 0.03% | 315 |
|
2024
Q1 | $538K | Buy |
25,061
+6,218
| +33% | +$133K | 0.04% | 290 |
|
2023
Q4 | $406K | Sell |
18,843
-12,563
| -40% | -$270K | 0.03% | 311 |
|
2023
Q3 | $631K | Buy |
+31,406
| New | +$631K | 0.05% | 223 |
|