AWA
Alta Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
1,482
+85
| +6% | +$13K | 0.11% | 108 |
|
|
2025
Q1 | $232K | Buy |
+1,397
| New | +$232K | 0.11% | 125 |
|
|
2024
Q4 | – | Sell |
-1,394
| Closed | -$226K | – | 143 |
|
|
2024
Q3 | $226K | Buy |
1,394
+4
| +0.3% | +$648 | 0.1% | 121 |
|
|
2024
Q2 | $203K | Sell |
1,390
-4
| -0.3% | -$585 | 0.1% | 119 |
|
|
2024
Q1 | $221K | Sell |
1,394
-55
| -4% | -$8.7K | 0.11% | 122 |
|
|
2023
Q4 | $227K | Sell |
1,449
-1,766
| -55% | -$277K | 0.13% | 118 |
|
|
2023
Q3 | $501K | Sell |
3,215
-122
| -4% | -$19K | 0.31% | 84 |
|
|
2023
Q2 | $552K | Buy |
3,337
+327
| +11% | +$54.1K | 0.32% | 85 |
|
|
2023
Q1 | $466K | Sell |
3,010
-653
| -18% | -$101K | 0.29% | 95 |
|
|
2022
Q4 | $647K | Buy |
3,663
+528
| +17% | +$93.3K | 0.44% | 76 |
|
|
2022
Q3 | $512K | Buy |
3,135
+83
| +3% | +$13.6K | 0.37% | 83 |
|
|
2022
Q2 | $543K | Sell |
3,052
-60
| -2% | -$10.7K | 0.38% | 82 |
|
|
2022
Q1 | $552K | Buy |
3,112
+152
| +5% | +$27K | 0.33% | 99 |
|
|
2021
Q4 | $506K | Buy |
2,960
+55
| +2% | +$9.4K | 0.31% | 102 |
|
|
2021
Q3 | $469K | Sell |
2,905
-144
| -5% | -$23.2K | 0.34% | 99 |
|
|
2021
Q2 | $502K | Buy |
3,049
+62
| +2% | +$10.2K | 0.37% | 96 |
|
|
2021
Q1 | $491K | Buy |
2,987
+296
| +11% | +$48.7K | 0.41% | 89 |
|
|
2020
Q4 | $423K | Buy |
+2,691
| New | +$423K | 0.36% | 91 |
|