TrinityPoint 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 | $1.66M | Buy |
77,561
+17,071
| +28% | +$364K | 0.23% | 101 |
|
|
2024
Q3 | $1.4M | Buy |
60,490
+1,015
| +2% | +$23.5K | 0.2% | 123 |
|
|
2024
Q2 | $1.08M | Sell |
59,475
-40,767
| -41% | -$741K | 0.17% | 137 |
|
|
2024
Q1 | $2.15M | Buy |
100,242
+5,062
| +5% | +$109K | 0.36% | 74 |
|
|
2023
Q4 | $2.05M | Sell |
95,180
-13,622
| -13% | -$293K | 0.37% | 72 |
|
|
2023
Q3 | $2.18M | Buy |
108,802
+12,876
| +13% | +$259K | 0.44% | 63 |
|
|
2023
Q2 | $2.53M | Buy |
+95,926
| New | +$2.53M | 0.49% | 54 |
|