Montag & Associates’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
11,605
-2,946
-20% -$61.7K 0.01% 379
2025
Q1
$349K Sell
14,551
-1,669
-10% -$40K 0.02% 347
2024
Q4
$346K Sell
16,220
-2,718
-14% -$58K 0.02% 358
2024
Q3
$438K Buy
18,938
+534
+3% +$12.4K 0.02% 338
2024
Q2
$335K Sell
18,404
-1,049
-5% -$19.1K 0.02% 353
2024
Q1
$417K Sell
19,453
-922
-5% -$19.8K 0.02% 341
2023
Q4
$439K Buy
20,375
+1,449
+8% +$31.2K 0.02% 314
2023
Q3
$380K Buy
+18,926
New +$380K 0.02% 314