CPWA
Cerro Pacific Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
13,759
-213
| -2% | -$32.5K | 0.58% | 43 |
|
|
2025
Q1 | $2.02M | Sell |
13,972
-1,034
| -7% | -$150K | 0.66% | 42 |
|
|
2024
Q4 | $2.43M | Sell |
15,006
-170
| -1% | -$27.6K | 0.8% | 35 |
|
|
2024
Q3 | $2.22M | Buy |
15,176
+25
| +0.2% | +$3.65K | 0.84% | 36 |
|
|
2024
Q2 | $2.21M | Buy |
+15,151
| New | +$2.21M | 0.85% | 35 |
|
|
2023
Q1 | $2.32M | Buy |
14,948
+1,436
| +11% | +$223K | 1.28% | 17 |
|
|
2022
Q4 | $2.39M | Buy |
13,512
+299
| +2% | +$52.8K | 1.27% | 18 |
|
|
2022
Q3 | $2.16M | Buy |
13,213
+2,485
| +23% | +$406K | 1.31% | 16 |
|
|
2022
Q2 | $1.9M | Buy |
10,728
+951
| +10% | +$169K | 1.19% | 18 |
|
|
2022
Q1 | $1.73M | Buy |
9,777
+275
| +3% | +$48.7K | 1.06% | 20 |
|
|
2021
Q4 | $1.63M | Sell |
9,502
-1,653
| -15% | -$283K | 1.03% | 21 |
|
|
2021
Q3 | $1.8M | Sell |
11,155
-2,075
| -16% | -$335K | 1.3% | 15 |
|
|
2021
Q2 | $2.18M | Buy |
+13,230
| New | +$2.18M | 1.62% | 11 |
|
|
2020
Q4 | $3.51M | Buy |
+22,299
| New | +$3.51M | 2.09% | 9 |
|