CWA
Consilio Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
2,290
-185
| -7% | -$28.2K | 0.12% | 47 |
|
|
2025
Q1 | $411K | Buy |
2,475
+455
| +23% | +$75.5K | 0.17% | 42 |
|
|
2024
Q4 | $292K | Sell |
2,020
-60
| -3% | -$8.68K | 0.12% | 49 |
|
|
2024
Q3 | $337K | Buy |
2,080
+698
| +51% | +$113K | 0.14% | 46 |
|
|
2024
Q2 | $202K | Sell |
1,382
-503
| -27% | -$73.5K | 0.09% | 63 |
|
|
2024
Q1 | $298K | Buy |
1,885
+100
| +6% | +$15.8K | 0.14% | 45 |
|
|
2023
Q4 | $280K | Buy |
1,785
+357
| +25% | +$56K | 0.14% | 44 |
|
|
2023
Q3 | $222K | Buy |
1,428
+198
| +16% | +$30.8K | 0.13% | 47 |
|
|
2023
Q2 | $204K | Buy |
+1,230
| New | +$204K | 0.11% | 49 |
|
|
2023
Q1 | – | Sell |
-1,184
| Closed | -$209K | – | 47 |
|
|
2022
Q4 | $209K | Buy |
+1,184
| New | +$209K | 0.13% | 46 |
|