Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$2.86K Buy
134
+12
+10% +$272 ﹤0.01% 792
2024
Q3
$2.82K Buy
122
+17
+16% +$352 ﹤0.01% 835
2024
Q2
$1.91K Sell
105
-45
-30% -$872 ﹤0.01% 899
2024
Q1
$3.22K Buy
+150
New +$3.04K ﹤0.01% 795

Other funds holding KVUE

WR Wealth Planners's KVUE Position: Q4 2024 in Review

WR Wealth Planners increased its Kenvue (KVUE) stake by 9.8% in Q4 2024, buying an estimated $272 and bringing the position to 134 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

WR Wealth Planners first reported a position in KVUE in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.22K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q4 2024.

  • WR Wealth Planners held 134 shares of Kenvue worth $2.86K as of Q4 2024.
  • WR Wealth Planners bought 12 Kenvue shares in Q4 2024, an estimated $272.
  • Kenvue made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #792 holding.
  • WR Wealth Planners first reported a position in Kenvue in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Kenvue position peaked at $3.22K in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.