BFWA
Benchmark Financial Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,520
| Closed | -$246K | – | 106 |
|
|
2024
Q3 | $246K | Buy |
1,520
+76
| +5% | +$12.3K | 0.08% | 87 |
|
|
2024
Q2 | $211K | Sell |
1,444
-90
| -6% | -$13.2K | 0.08% | 88 |
|
|
2024
Q1 | $243K | Buy |
+1,534
| New | +$243K | 0.09% | 79 |
|
|
2023
Q3 | – | Sell |
-1,947
| Closed | -$322K | – | 68 |
|
|
2023
Q2 | $322K | Buy |
1,947
+78
| +4% | +$12.9K | 0.15% | 53 |
|
|
2023
Q1 | $290K | Sell |
1,869
-6
| -0.3% | -$930 | 0.15% | 51 |
|
|
2022
Q4 | $331K | Sell |
1,875
-44
| -2% | -$7.77K | 0.18% | 47 |
|
|
2022
Q3 | $313K | Sell |
1,919
-361
| -16% | -$58.9K | 0.18% | 51 |
|
|
2022
Q2 | $405K | Buy |
2,280
+273
| +14% | +$48.5K | 0.21% | 38 |
|
|
2022
Q1 | $356K | Buy |
2,007
+233
| +13% | +$41.3K | 0.15% | 50 |
|
|
2021
Q4 | $303K | Buy |
1,774
+63
| +4% | +$10.8K | 0.13% | 52 |
|
|
2021
Q3 | $276K | Buy |
1,711
+96
| +6% | +$15.5K | 0.13% | 50 |
|
|
2021
Q2 | $266K | Buy |
1,615
+6
| +0.4% | +$988 | 0.13% | 50 |
|
|
2021
Q1 | $264K | Sell |
1,609
-49
| -3% | -$8.04K | 0.14% | 48 |
|
|
2020
Q4 | $261K | Buy |
1,658
+4
| +0.2% | +$630 | 0.14% | 52 |
|
|
2020
Q3 | $246K | Buy |
+1,654
| New | +$246K | 0.16% | 51 |
|