IWM
Integrated Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $7.28M | Buy |
58,434
+606
| +1% | +$75.5K | 2.44% | 4 |
|
|
2016
Q4 | $6.66M | Buy |
57,828
+364
| +0.6% | +$41.9K | 2.48% | 5 |
|
|
2016
Q3 | $6.79M | Buy |
57,464
+735
| +1% | +$86.8K | 2.43% | 4 |
|
|
2016
Q2 | $6.88M | Buy |
56,729
+1,043
| +2% | +$127K | 2.66% | 4 |
|
|
2016
Q1 | $6.03M | Sell |
55,686
-277
| -0.5% | -$30K | 2.54% | 5 |
|
|
2015
Q4 | $5.75M | Sell |
55,963
-287
| -0.5% | -$29.5K | 2.48% | 5 |
|
|
2015
Q3 | $5.25M | Sell |
56,250
-7,123
| -11% | -$665K | 2.3% | 6 |
|
|
2015
Q2 | $6.18M | Buy |
63,373
+1,754
| +3% | +$171K | 2.4% | 7 |
|
|
2015
Q1 | $6.2M | Buy |
+61,619
| New | +$6.2M | 2.59% | 6 |
|