CFA
CWS Financial Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
3,833
+4
| +0.1% | +$611 | 0.17% | 67 |
|
|
2025
Q1 | $635K | Buy |
3,829
+4
| +0.1% | +$663 | 0.2% | 59 |
|
|
2024
Q4 | $553K | Sell |
3,825
-4
| -0.1% | -$579 | 0.18% | 60 |
|
|
2024
Q3 | $621K | Sell |
3,829
-14
| -0.4% | -$2.27K | 0.22% | 51 |
|
|
2024
Q2 | $562K | Sell |
3,843
-7
| -0.2% | -$1.02K | 0.22% | 48 |
|
|
2024
Q1 | $609K | Sell |
3,850
-3,743
| -49% | -$592K | 0.25% | 43 |
|
|
2023
Q4 | $1.19M | Buy |
7,593
+444
| +6% | +$69.6K | 0.45% | 31 |
|
|
2023
Q3 | $1.11M | Sell |
7,149
-641
| -8% | -$99.8K | 0.45% | 31 |
|
|
2023
Q2 | $1.29M | Buy |
7,790
+773
| +11% | +$128K | 0.49% | 27 |
|
|
2023
Q1 | $1.09M | Sell |
7,017
-406
| -5% | -$62.9K | 0.43% | 31 |
|
|
2022
Q4 | $1.22M | Buy |
7,423
+208
| +3% | +$34.2K | 0.53% | 22 |
|
|
2022
Q3 | $1.18M | Buy |
7,215
+1
| +0% | +$163 | 0.56% | 26 |
|
|
2022
Q2 | $1.28M | Buy |
7,214
+1
| +0% | +$177 | 0.59% | 26 |
|
|
2022
Q1 | $1.28M | Sell |
7,213
-185
| -3% | -$32.8K | 0.48% | 27 |
|
|
2021
Q4 | $1.27M | Buy |
+7,398
| New | +$1.27M | 0.45% | 30 |
|
|
2021
Q2 | $1.19M | Sell |
7,240
-183
| -2% | -$30.2K | 0.48% | 28 |
|
|
2021
Q1 | $1.22M | Buy |
7,423
+8
| +0.1% | +$1.32K | 0.53% | 22 |
|
|
2020
Q4 | $1.17M | Buy |
7,415
+157
| +2% | +$24.7K | 0.68% | 19 |
|
|
2020
Q3 | $1.08M | Sell |
7,258
-263
| -3% | -$39.2K | 0.72% | 20 |
|
|
2020
Q2 | $1.06M | Buy |
7,521
+397
| +6% | +$55.8K | 0.76% | 18 |
|
|
2020
Q1 | $1.04M | Hold |
7,124
| – | – | 0.77% | 16 |
|
|
2019
Q4 | $1.04M | Buy |
+7,124
| New | +$1.04M | 0.76% | 17 |
|