CWM
Collaborative Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,933
| Closed | -$313K | – | 181 |
|
|
2024
Q3 | $313K | Hold |
1,933
| – | – | 0.14% | 125 |
|
|
2024
Q2 | $283K | Sell |
1,933
-147
| -7% | -$21.5K | 0.14% | 128 |
|
|
2024
Q1 | $329K | Sell |
2,080
-9
| -0.4% | -$1.42K | 0.17% | 114 |
|
|
2023
Q4 | $328K | Sell |
2,089
-399
| -16% | -$62.6K | 0.18% | 111 |
|
|
2023
Q3 | $387K | Buy |
2,488
+157
| +7% | +$24.5K | 0.23% | 100 |
|
|
2023
Q2 | $386K | Buy |
2,331
+35
| +2% | +$5.79K | 0.23% | 99 |
|
|
2023
Q1 | $356K | Sell |
2,296
-1
| -0% | -$155 | 0.22% | 110 |
|
|
2022
Q4 | $406K | Hold |
2,297
| – | – | 0.27% | 99 |
|
|
2022
Q3 | $375K | Hold |
2,297
| – | – | 0.27% | 100 |
|
|
2022
Q2 | $408K | Buy |
+2,297
| New | +$408K | 0.27% | 106 |
|
|
2021
Q4 | $444K | Buy |
+2,594
| New | +$444K | 0.24% | 123 |
|
|
2021
Q1 | $407K | Buy |
+2,297
| New | +$407K | 0.23% | 128 |
|