Poehling Capital Management’s Kenvue KVUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-91,792
| Closed | -$2.2M | – | 139 |
|
|
2025
Q1 | $2.2M | Sell |
91,792
-9,682
| -10% | -$232K | 0.56% | 55 |
|
|
2024
Q4 | $2.17M | Sell |
101,474
-19
| -0% | -$406 | 0.53% | 53 |
|
|
2024
Q3 | $2.35M | Sell |
101,493
-3,441
| -3% | -$79.6K | 0.6% | 52 |
|
|
2024
Q2 | $1.91M | Buy |
104,934
+547
| +0.5% | +$9.94K | 0.52% | 57 |
|
|
2024
Q1 | $2.24M | Buy |
104,387
+5,990
| +6% | +$129K | 0.6% | 52 |
|
|
2023
Q4 | $2.12M | Buy |
98,397
+11,217
| +13% | +$242K | 0.67% | 51 |
|
|
2023
Q3 | $1.75M | Buy |
+87,180
| New | +$1.75M | 0.61% | 51 |
|