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 |
|