Mount Yale Investment Advisors’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Sell
17,865
-15,649
-47% -$328K 0.03% 409
2025
Q1
$804K Sell
33,514
-1,085
-3% -$26K 0.07% 233
2024
Q4
$739K Buy
34,599
+11,632
+51% +$248K 0.06% 260
2024
Q3
$531K Sell
22,967
-383
-2% -$8.86K 0.05% 332
2024
Q2
$425K Sell
23,350
-4,404
-16% -$80.1K 0.03% 371
2024
Q1
$596K Buy
27,754
+16,862
+155% +$362K 0.05% 317
2023
Q4
$235K Buy
10,892
+3
+0% +$65 0.02% 454
2023
Q3
$219K Buy
+10,889
New +$219K 0.02% 460