NFA
Northwest Financial Advisors’s Kenvue KVUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,170
| Closed | -$220K | – | 107 |
|
|
2025
Q1 | $220K | Buy |
+9,170
| New | +$220K | 0.18% | 110 |
|
|
2024
Q4 | – | Sell |
-9,014
| Closed | -$208K | – | 348 |
|
|
2024
Q3 | $208K | Buy |
+9,014
| New | +$208K | 0.17% | 95 |
|
|
2024
Q1 | – | Sell |
-8,749
| Closed | -$188K | – | 328 |
|
|
2023
Q4 | $188K | Buy |
+8,749
| New | +$188K | 0.16% | 90 |
|