LWP
Legacy Wealth Planning’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $446K | Hold |
2,731
| – | – | 0.74% | 31 |
|
|
2022
Q2 | $485K | Sell |
2,731
-155
| -5% | -$27.5K | 0.7% | 34 |
|
|
2022
Q1 | $511K | Buy |
2,886
+30
| +1% | +$5.31K | 0.6% | 39 |
|
|
2021
Q4 | $489K | Sell |
2,856
-85
| -3% | -$14.6K | 0.56% | 40 |
|
|
2021
Q3 | $475K | Hold |
2,941
| – | – | 0.53% | 43 |
|
|
2021
Q2 | $485K | Hold |
2,941
| – | – | 0.55% | 40 |
|
|
2021
Q1 | $483K | Buy |
2,941
+155
| +6% | +$25.5K | 0.62% | 40 |
|
|
2020
Q4 | $438K | Sell |
2,786
-175
| -6% | -$27.5K | 0.56% | 38 |
|
|
2020
Q3 | $441K | Hold |
2,961
| – | – | 0.5% | 39 |
|
|
2020
Q2 | $416K | Hold |
2,961
| – | – | 0.5% | 37 |
|
|
2020
Q1 | $388K | Hold |
2,961
| – | – | 0.62% | 33 |
|
|
2019
Q4 | $432K | Buy |
+2,961
| New | +$432K | 0.49% | 39 |
|