United Capital Financial 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
$774K Sell
37,003
-15,265
-29% -$319K 0.01% 657
2025
Q1
$1.25M Sell
52,268
-1,591
-3% -$38.2K 0.01% 519
2024
Q4
$1.15M Sell
53,859
-53
-0.1% -$1.13K 0.01% 516
2024
Q3
$1.25M Buy
53,912
+5,198
+11% +$120K 0.01% 496
2024
Q2
$886K Buy
48,714
+18,577
+62% +$338K 0.01% 555
2024
Q1
$647K Sell
30,137
-5,032
-14% -$108K 0.01% 662
2023
Q4
$757K Buy
+35,169
New +$757K 0.01% 621