Summit Trail 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 | $399K | Sell |
19,053
-4,145
| -18% | -$86.8K | 0.01% | 809 |
|
|
2025
Q1 | $556K | Buy |
23,198
+5,547
| +31% | +$133K | 0.02% | 241 |
|
|
2024
Q4 | $377K | Buy |
17,651
+6,646
| +60% | +$142K | 0.01% | 256 |
|
|
2024
Q3 | $255K | Sell |
11,005
-3,195
| -23% | -$73.9K | 0.01% | 595 |
|
|
2024
Q2 | $258K | Buy |
+14,200
| New | +$258K | 0.01% | 524 |
|