CWA
Core Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
2,558
+1,141
| +81% | +$174K | 0.11% | 56 |
|
|
2025
Q1 | $235K | Buy |
+1,417
| New | +$235K | 0.07% | 59 |
|
|
2024
Q2 | – | Sell |
-808
| Closed | -$128K | – | 146 |
|
|
2024
Q1 | $128K | Hold |
808
| – | – | 0.04% | 66 |
|
|
2023
Q4 | $127K | Sell |
808
-81
| -9% | -$12.7K | 0.05% | 58 |
|
|
2023
Q3 | $138K | Hold |
889
| – | – | 0.06% | 54 |
|
|
2023
Q2 | $147K | Buy |
889
+120
| +16% | +$19.9K | 0.06% | 51 |
|
|
2023
Q1 | $119K | Buy |
769
+18
| +2% | +$2.79K | 0.05% | 59 |
|
|
2022
Q4 | $133K | Buy |
751
+137
| +22% | +$24.2K | 0.06% | 51 |
|
|
2022
Q3 | $100K | Hold |
614
| – | – | 0.06% | 51 |
|
|
2022
Q2 | $109K | Hold |
614
| – | – | 0.07% | 46 |
|
|
2022
Q1 | $109K | Sell |
614
-50
| -8% | -$8.88K | 0.06% | 53 |
|
|
2021
Q4 | $114K | Sell |
664
-74
| -10% | -$12.7K | 0.07% | 54 |
|
|
2021
Q3 | $119K | Sell |
738
-16
| -2% | -$2.58K | 0.08% | 56 |
|
|
2021
Q2 | $124K | Sell |
754
-3,080
| -80% | -$507K | 0.08% | 49 |
|
|
2021
Q1 | $630K | Buy |
3,834
+206
| +6% | +$33.9K | 0.56% | 18 |
|
|
2020
Q4 | $571K | Sell |
3,628
-51
| -1% | -$8.03K | 0.51% | 21 |
|
|
2020
Q3 | $548K | Buy |
3,679
+201
| +6% | +$29.9K | 0.51% | 20 |
|
|
2020
Q2 | $489K | Buy |
3,478
+1,639
| +89% | +$230K | 0.43% | 27 |
|
|
2020
Q1 | $241K | Buy |
1,839
+1,359
| +283% | +$178K | 0.18% | 31 |
|
|
2019
Q4 | $70K | Buy |
+480
| New | +$70K | 0.04% | 44 |
|