JWWM
Johnson & White Wealth Management’s Artesian Resources ARTNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
6,649
-491
| -7% | -$16.5K | 0.11% | 96 |
|
|
2025
Q1 | $233K | Hold |
7,140
| – | – | 0.13% | 91 |
|
|
2024
Q4 | $224K | Sell |
7,140
-146
| -2% | -$4.58K | 0.14% | 91 |
|
|
2024
Q3 | $271K | Sell |
7,286
-225
| -3% | -$8.37K | 0.23% | 48 |
|
|
2024
Q2 | $264K | Hold |
7,511
| – | – | 0.25% | 44 |
|
|
2024
Q1 | $279K | Hold |
7,511
| – | – | 0.2% | 67 |
|
|
2023
Q4 | $311K | Hold |
7,511
| – | – | 0.26% | 64 |
|
|
2023
Q3 | $315K | Buy |
+7,511
| New | +$315K | 0.28% | 59 |
|
|
2023
Q2 | – | Sell |
-7,511
| Closed | -$416K | – | 40 |
|
|
2023
Q1 | $416K | Sell |
7,511
-27,937
| -79% | -$1.55M | 0.37% | 57 |
|
|
2022
Q4 | $1.88M | Buy |
35,448
+27,684
| +357% | +$1.47M | 1.89% | 17 |
|
|
2022
Q3 | $374K | Buy |
+7,764
| New | +$374K | 0.42% | 56 |
|