CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
13,221
+286
| +2% | +$43.7K | 0.03% | 126 |
|
|
2025
Q1 | $2.15M | Sell |
12,935
-5,565
| -30% | -$923K | 0.04% | 120 |
|
|
2024
Q4 | $2.68M | Buy |
18,500
+1,200
| +7% | +$174K | 0.05% | 98 |
|
|
2024
Q3 | $2.8M | Buy |
17,300
+4,708
| +37% | +$763K | 0.06% | 92 |
|
|
2024
Q2 | $1.84M | Buy |
12,592
+575
| +5% | +$84K | 0.04% | 112 |
|
|
2024
Q1 | $1.9M | Sell |
12,017
-73
| -0.6% | -$11.5K | 0.04% | 104 |
|
|
2023
Q4 | $1.9M | Buy |
+12,090
| New | +$1.9M | 0.05% | 107 |
|
|
2023
Q3 | – | Sell |
-11,163
| Closed | -$1.85M | – | 183 |
|
|
2023
Q2 | $1.85M | Sell |
11,163
-365
| -3% | -$60.4K | 0.05% | 108 |
|
|
2023
Q1 | $1.79M | Buy |
+11,528
| New | +$1.79M | 0.05% | 109 |
|
|
2021
Q4 | – | Sell |
-6,970
| Closed | -$1.13M | – | 232 |
|
|
2021
Q3 | $1.13M | Sell |
6,970
-1,017
| -13% | -$164K | 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% | +$54.6K | 0.16% | 76 |
|
|
2017
Q2 | $1.44M | Sell |
10,895
-1,249
| -10% | -$165K | 0.16% | 76 |
|
|
2017
Q1 | $1.51M | Buy |
12,144
+85
| +0.7% | +$10.6K | 0.17% | 71 |
|
|
2016
Q4 | $1.39M | Buy |
12,059
+708
| +6% | +$81.6K | 0.16% | 73 |
|
|
2016
Q3 | $1.34M | Buy |
11,351
+899
| +9% | +$106K | 0.16% | 73 |
|
|
2016
Q2 | $1.27M | Buy |
+10,452
| New | +$1.27M | 0.18% | 69 |
|
|
2015
Q3 | – | Sell |
-3,273
| Closed | -$319K | – | 137 |
|
|
2015
Q2 | $319K | Buy |
+3,273
| New | +$319K | 0.06% | 128 |
|