CWA
Cypress Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.4M | Sell |
10,041
-1,245
| -11% | -$174K | 1.61% | 24 |
|
|
2018
Q4 | $1.46M | Sell |
11,286
-981
| -8% | -$127K | 2% | 16 |
|
|
2018
Q3 | $1.7M | Sell |
12,267
-17
| -0.1% | -$2.35K | 1.78% | 19 |
|
|
2018
Q2 | $1.49M | Sell |
12,284
-1,370
| -10% | -$166K | 1.61% | 23 |
|
|
2018
Q1 | $1.75M | Sell |
13,654
-130
| -0.9% | -$16.7K | 1.9% | 18 |
|
|
2017
Q4 | $1.93M | Buy |
13,784
+1,202
| +10% | +$168K | 1.85% | 17 |
|
|
2017
Q3 | $1.64M | Sell |
12,582
-210
| -2% | -$27.3K | 2.64% | 9 |
|
|
2017
Q2 | $1.69M | Sell |
12,792
-18,030
| -58% | -$2.38M | 1.98% | 14 |
|
|
2017
Q1 | $3.84M | Buy |
30,822
+697
| +2% | +$86.8K | 1.75% | 11 |
|
|
2016
Q4 | $3.47M | Sell |
30,125
-1,095
| -4% | -$126K | 1.58% | 13 |
|
|
2016
Q3 | $3.69M | Buy |
31,220
+4,892
| +19% | +$578K | 1.66% | 11 |
|
|
2016
Q2 | $3.19M | Sell |
26,328
-1,010
| -4% | -$123K | 1.58% | 11 |
|
|
2016
Q1 | $2.96M | Buy |
27,338
+4,651
| +21% | +$503K | 1.35% | 14 |
|
|
2015
Q4 | $2.33M | Buy |
22,687
+154
| +0.7% | +$15.8K | 1.18% | 18 |
|
|
2015
Q3 | $2.1M | Buy |
22,533
+1,819
| +9% | +$170K | 1.14% | 18 |
|
|
2015
Q2 | $2.02M | Buy |
+20,714
| New | +$2.02M | 1.18% | 19 |
|