BWM
BerganKDV Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.69M | Buy |
46,451
+606
| +1% | +$100K | 0.77% | 27 |
|
|
2023
Q1 | $7.11M | Buy |
45,845
+933
| +2% | +$145K | 0.73% | 27 |
|
|
2022
Q4 | $7.93M | Buy |
44,912
+1,904
| +4% | +$336K | 0.86% | 24 |
|
|
2022
Q3 | $7.03M | Buy |
43,008
+2,903
| +7% | +$474K | 0.84% | 24 |
|
|
2022
Q2 | $7.12M | Buy |
40,105
+1,802
| +5% | +$320K | 0.82% | 25 |
|
|
2022
Q1 | $6.79M | Buy |
38,303
+1,634
| +4% | +$290K | 0.73% | 27 |
|
|
2021
Q4 | $6.27M | Sell |
36,669
-4,349
| -11% | -$744K | 0.66% | 28 |
|
|
2021
Q3 | $6.62M | Buy |
41,018
+4,515
| +12% | +$729K | 0.75% | 27 |
|
|
2021
Q2 | $6.01M | Buy |
36,503
+1,478
| +4% | +$243K | 0.71% | 27 |
|
|
2021
Q1 | $5.76M | Sell |
35,025
-686
| -2% | -$113K | 0.74% | 26 |
|
|
2020
Q4 | $5.62M | Buy |
35,711
+643
| +2% | +$101K | 0.79% | 26 |
|
|
2020
Q3 | $5.22M | Sell |
35,068
-223
| -0.6% | -$33.2K | 0.83% | 26 |
|
|
2020
Q2 | $4.96M | Sell |
35,291
-471
| -1% | -$66.2K | 0.85% | 26 |
|
|
2020
Q1 | $4.69M | Buy |
35,762
+5,239
| +17% | +$687K | 0.96% | 21 |
|
|
2019
Q4 | $4.45M | Sell |
30,523
-1,271
| -4% | -$185K | 0.79% | 24 |
|
|
2019
Q3 | $4.11M | Buy |
31,794
+1,468
| +5% | +$190K | 0.81% | 22 |
|
|
2019
Q2 | $4.22M | Buy |
30,326
+460
| +2% | +$64.1K | 0.84% | 21 |
|
|
2019
Q1 | $4.18M | Buy |
29,866
+1,206
| +4% | +$169K | 0.85% | 19 |
|
|
2018
Q4 | $3.7M | Buy |
28,660
+825
| +3% | +$106K | 0.87% | 18 |
|
|
2018
Q3 | $3.85M | Buy |
27,835
+12,317
| +79% | +$1.7M | 0.83% | 17 |
|
|
2018
Q2 | $1.88M | Buy |
15,518
+6,099
| +65% | +$740K | 0.42% | 42 |
|
|
2018
Q1 | $1.21M | Sell |
9,419
-312
| -3% | -$40K | 0.33% | 65 |
|
|
2017
Q4 | $1.36M | Buy |
9,731
+119
| +1% | +$16.6K | 0.32% | 59 |
|
|
2017
Q3 | $1.25M | Buy |
9,612
+474
| +5% | +$61.6K | 0.31% | 66 |
|
|
2017
Q2 | $1.21M | Sell |
9,138
-105
| -1% | -$13.9K | 0.34% | 54 |
|
|
2017
Q1 | $1.15M | Buy |
9,243
+674
| +8% | +$83.9K | 0.34% | 54 |
|
|
2016
Q4 | $987K | Buy |
8,569
+711
| +9% | +$81.9K | 0.33% | 62 |
|
|
2016
Q3 | $928K | Buy |
7,858
+85
| +1% | +$10K | 0.32% | 55 |
|
|
2016
Q2 | $943K | Sell |
7,773
-508
| -6% | -$61.6K | 0.4% | 54 |
|
|
2016
Q1 | $896K | Buy |
+8,281
| New | +$896K | 0.54% | 54 |
|