HWMO
Heritage Wealth Management (Ohio)’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.2M | Sell |
27,470
-1,226
| -4% | -$187K | 1.36% | 11 |
|
2025
Q1 | $4.76M | Sell |
28,696
-674
| -2% | -$112K | 1.62% | 10 |
|
2024
Q4 | $4.25M | Sell |
29,370
-1,640
| -5% | -$237K | 1.41% | 10 |
|
2024
Q3 | $5.03M | Sell |
31,010
-604
| -2% | -$97.9K | 1.65% | 8 |
|
2024
Q2 | $4.63M | Buy |
+31,614
| New | +$4.63M | 1.55% | 9 |
|