CWP
Curated Wealth Partners’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
2,263
-134
| -6% | -$20.5K | 0.04% | 117 |
|
|
2025
Q1 | $398K | Buy |
2,397
+598
| +33% | +$99.2K | 0.05% | 105 |
|
|
2024
Q4 | $260K | Buy |
1,799
+26
| +1% | +$3.76K | 0.03% | 126 |
|
|
2024
Q3 | $287K | Buy |
1,773
+8
| +0.5% | +$1.3K | 0.04% | 108 |
|
|
2024
Q2 | $258K | Buy |
+1,765
| New | +$258K | 0.04% | 117 |
|
|
2024
Q1 | – | Sell |
-1,276
| Closed | -$200K | – | 76 |
|
|
2023
Q4 | $200K | Buy |
+1,276
| New | +$200K | 0.03% | 140 |
|
|
2023
Q3 | – | Sell |
-1,290
| Closed | -$214K | – | 140 |
|
|
2023
Q2 | $214K | Sell |
1,290
-14
| -1% | -$2.32K | 0.04% | 124 |
|
|
2023
Q1 | $202K | Sell |
1,304
-238
| -15% | -$36.9K | 0.05% | 123 |
|
|
2022
Q4 | $272K | Buy |
1,542
+109
| +8% | +$19.3K | 0.07% | 103 |
|
|
2022
Q3 | $234K | Sell |
1,433
-71
| -5% | -$11.6K | 0.07% | 108 |
|
|
2022
Q2 | $266K | Buy |
1,504
+201
| +15% | +$35.5K | 0.08% | 107 |
|
|
2022
Q1 | $222K | Hold |
1,303
| – | – | 0.08% | 129 |
|
|
2021
Q4 | $222K | Sell |
1,303
-139
| -10% | -$23.7K | 0.07% | 133 |
|
|
2021
Q3 | $233K | Hold |
1,442
| – | – | 0.13% | 128 |
|
|
2021
Q2 | $238K | Sell |
1,442
-38
| -3% | -$6.27K | 0.13% | 131 |
|
|
2021
Q1 | $243K | Buy |
+1,480
| New | +$243K | 0.15% | 119 |
|