New Wave Wealth Advisors LLC KENVUE INC Transaction History

New Wave Wealth Advisors LLC

  • $273 Billion
  • Q4 2025
Number of Shares
17,119
Previous 10,386 64.83%
Holding current value
$295 Million
Previous $169 Million 75.19%
% of portfolio
0.11%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
N/A
6,733 Added 64.83%
17,119 $295 Million
Q3 2025

Oct 30, 2025
SELL
N/A
-25 Reduced 0.24%
10,386 $169 Million
Q2 2025

Jul 18, 2025
SELL
N/A
-279 Reduced 2.61%
10,411 $218 Million
Q1 2025

Apr 25, 2025
SELL
N/A
-5,528 Reduced 34.09%
10,690 $256 Million
Q4 2024

Jan 23, 2025
SELL
N/A
-11 Reduced 0.07%
16,218 $346 Million
Q3 2024

Oct 23, 2024
BUY
N/A
1,770 Added 12.24%
16,229 $375 Million
Q2 2024

Aug 27, 2024
BUY
N/A
14,459 New
14,459 $263 Million
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email