Sonoma Private Wealth’s Kenvue KVUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,674
| Closed | -$363K | – | 87 |
|
|
2024
Q3 | $363K | Sell |
15,674
-525
| -3% | -$12.1K | 0.56% | 66 |
|
|
2024
Q2 | $294K | Sell |
16,199
-464
| -3% | -$8.44K | 0.48% | 67 |
|
|
2024
Q1 | $358K | Buy |
16,663
+1,822
| +12% | +$39.1K | 0.58% | 64 |
|
|
2023
Q4 | $320K | Buy |
+14,841
| New | +$320K | 0.53% | 62 |
|