Integrated Wealth Concepts’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Sell
26,907
-8,471
-24% -$177K 0.01% 1204
2025
Q1
$848K Buy
35,378
+200
+0.6% +$4.8K 0.01% 899
2024
Q4
$751K Buy
35,178
+156
+0.4% +$3.33K 0.01% 949
2024
Q3
$810K Buy
35,022
+3,962
+13% +$91.6K 0.01% 886
2024
Q2
$565K Buy
31,060
+9,820
+46% +$179K 0.01% 993
2024
Q1
$456K Buy
21,240
+2,295
+12% +$49.3K 0.01% 1091
2023
Q4
$408K Sell
18,945
-3,401
-15% -$73.2K 0.01% 1093
2023
Q3
$449K Buy
+22,346
New +$449K 0.01% 1024