CLA (CliftonLarsonAllen) Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.74M	Buy	27,554 +15,438	+127%	+$3.6M	0.1%	79
2025 Q4	$2.51M	Buy	12,116 +1,218	+11%	+$241K	0.04%	119
2025 Q3	$2.02M	Sell	10,898 -2,323	-18%	-$398K	0.03%	132
2025 Q2	$2.02M	Buy	13,221 +286	+2%	+$44K	0.03%	126
2025 Q1	$2.15M	Sell	12,935 -5,565	-30%	-$871K	0.04%	120
2024 Q4	$2.68M	Buy	18,500 +1,200	+7%	+$186K	0.05%	98
2024 Q3	$2.8M	Buy	17,300 +4,708	+37%	+$750K	0.06%	92
2024 Q2	$1.84M	Buy	12,592 +575	+5%	+$85.5K	0.04%	112
2024 Q1	$1.9M	Sell	12,017 -73	-0.6%	-$11.6K	0.04%	104
2023 Q4	$1.9M	Buy	+12,090	New	+$1.85M	0.05%	107
2023 Q3	–	Sell	-11,163	Closed	-$1.85M	–	183
2023 Q2	$1.85M	Sell	11,163 -365	-3%	-$58.9K	0.05%	108
2023 Q1	$1.79M	Buy	+11,528	New	+$1.86M	0.05%	109
2021 Q4	–	Sell	-6,970	Closed	-$1.13M	–	232
2021 Q3	$1.13M	Sell	6,970 -1,017	-13%	-$174K	0.04%	137
2021 Q2	$1.32M	Buy	+7,987	New	+$1.32M	0.05%	126
2017 Q4	–	Sell	-11,315	Closed	-$1.47M	–	132
2017 Q3	$1.47M	Buy	11,315 +420	+4%	+$55.7K	0.16%	76
2017 Q2	$1.44M	Sell	10,895 -1,249	-10%	-$159K	0.16%	76
2017 Q1	$1.51M	Buy	12,144 +85	+0.7%	+$10.2K	0.17%	71
2016 Q4	$1.39M	Buy	12,059 +708	+6%	+$81.8K	0.16%	73
2016 Q3	$1.34M	Buy	11,351 +899	+9%	+$109K	0.16%	73
2016 Q2	$1.27M	Buy	+10,452	New	+$1.19M	0.18%	69
2015 Q3	–	Sell	-3,273	Closed	-$319K	–	137
2015 Q2	$319K	Buy	+3,273	New	+$328K	0.06%	128