TAM
Troy Asset Management’s Kenvue KVUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
902,075
-75,037
| -8% | -$1.57M | 0.52% | 26 |
|
|
2025
Q1 | $23.4M | Sell |
977,112
-68,324
| -7% | -$1.64M | 0.76% | 25 |
|
|
2024
Q4 | $22.3M | Sell |
1,045,436
-368,458
| -26% | -$7.87M | 0.75% | 27 |
|
|
2024
Q3 | $32.7M | Sell |
1,413,894
-114,561
| -7% | -$2.65M | 1.05% | 23 |
|
|
2024
Q2 | $27.8M | Sell |
1,528,455
-227,974
| -13% | -$4.14M | 0.92% | 26 |
|
|
2024
Q1 | $37.7M | Buy |
1,756,429
+22,427
| +1% | +$481K | 1.17% | 22 |
|
|
2023
Q4 | $37.3M | Buy |
1,734,002
+1,007,482
| +139% | +$21.7M | 1.2% | 22 |
|
|
2023
Q3 | $14.6M | Buy |
+726,520
| New | +$14.6M | 0.46% | 33 |
|