JWM
Jacobus Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $939K | Hold |
7,220
| – | – | 0.25% | 75 |
|
|
2017
Q2 | $955K | Buy |
7,220
+2,156
| +43% | +$285K | 0.26% | 75 |
|
|
2017
Q1 | $631K | Buy |
5,064
+130
| +3% | +$16.2K | 0.18% | 88 |
|
|
2016
Q4 | $568K | Sell |
4,934
-2,605
| -35% | -$300K | 0.17% | 93 |
|
|
2016
Q3 | $891K | Buy |
7,539
+555
| +8% | +$65.6K | 0.26% | 72 |
|
|
2016
Q2 | $847K | Sell |
6,984
-4,090
| -37% | -$496K | 0.26% | 74 |
|
|
2016
Q1 | $1.2M | Hold |
11,074
| – | – | 0.35% | 64 |
|
|
2015
Q4 | $1.14M | Sell |
11,074
-114
| -1% | -$11.7K | 0.33% | 62 |
|
|
2015
Q3 | $1.04M | Buy |
11,188
+32
| +0.3% | +$2.99K | 0.3% | 68 |
|
|
2015
Q2 | $1.09M | Sell |
11,156
-156
| -1% | -$15.2K | 0.27% | 75 |
|
|
2015
Q1 | $1.14M | Sell |
11,312
-3,277
| -22% | -$330K | 0.29% | 71 |
|
|
2014
Q4 | $1.53M | Sell |
14,589
-426
| -3% | -$44.6K | 0.4% | 50 |
|
|
2014
Q3 | $1.6M | Sell |
15,015
-503
| -3% | -$53.6K | 0.44% | 48 |
|
|
2014
Q2 | $1.62M | Sell |
15,518
-94
| -0.6% | -$9.83K | 0.42% | 49 |
|
|
2014
Q1 | $1.53M | Buy |
15,612
+858
| +6% | +$84.3K | 0.37% | 55 |
|
|
2013
Q4 | $1.35M | Buy |
14,754
+6,614
| +81% | +$606K | 0.39% | 53 |
|
|
2013
Q3 | $706K | Hold |
8,140
| – | – | 0.25% | 77 |
|
|
2013
Q2 | $699K | Buy |
+8,140
| New | +$699K | 0.26% | 80 |
|