LWA
Lenox Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $577K | Hold |
3,171
| – | – | 0.07% | 62 |
|
|
2021
Q4 | $542K | Buy |
3,171
+165
| +5% | +$28.2K | 0.06% | 62 |
|
|
2021
Q3 | $486K | Buy |
3,006
+351
| +13% | +$56.7K | 0.06% | 67 |
|
|
2021
Q2 | $437K | Buy |
2,655
+629
| +31% | +$104K | 0.06% | 72 |
|
|
2021
Q1 | $333K | Sell |
2,026
-1,979
| -49% | -$325K | 0.05% | 63 |
|
|
2020
Q4 | $630K | Buy |
4,005
+2,037
| +104% | +$320K | 0.09% | 43 |
|
|
2020
Q3 | $293K | Sell |
1,968
-366
| -16% | -$54.5K | 0.04% | 63 |
|
|
2020
Q2 | $328K | Buy |
2,334
+547
| +31% | +$76.9K | 0.05% | 55 |
|
|
2020
Q1 | $234K | Sell |
1,787
-58
| -3% | -$7.6K | 0.04% | 61 |
|
|
2019
Q4 | $269K | Buy |
1,845
+136
| +8% | +$19.8K | 0.04% | 73 |
|
|
2019
Q3 | $221K | Buy |
1,709
+232
| +16% | +$30K | 0.04% | 75 |
|
|
2019
Q2 | $206K | Buy |
1,477
+194
| +15% | +$27.1K | 0.04% | 69 |
|
|
2019
Q1 | $179K | Sell |
1,283
-77
| -6% | -$10.7K | 0.03% | 75 |
|
|
2018
Q4 | $176K | Sell |
1,360
-14
| -1% | -$1.81K | 0.04% | 69 |
|
|
2018
Q3 | $190K | Sell |
1,374
-490
| -26% | -$67.8K | 0.04% | 75 |
|
|
2018
Q2 | $226K | Sell |
1,864
-983
| -35% | -$119K | 0.05% | 49 |
|
|
2018
Q1 | $365K | Buy |
2,847
+1,177
| +70% | +$151K | 0.09% | 37 |
|
|
2017
Q4 | $233K | Buy |
1,670
+779
| +87% | +$109K | 0.07% | 34 |
|
|
2017
Q3 | $116K | Buy |
891
+15
| +2% | +$1.95K | 0.04% | 38 |
|
|
2017
Q2 | $116K | Buy |
876
+5
| +0.6% | +$662 | 0.04% | 34 |
|
|
2017
Q1 | $108K | Buy |
871
+6
| +0.7% | +$744 | 0.03% | 33 |
|
|
2016
Q4 | $100K | Buy |
865
+6
| +0.7% | +$694 | 0.03% | 37 |
|
|
2016
Q3 | $102K | Sell |
859
-48
| -5% | -$5.7K | 0.03% | 53 |
|
|
2016
Q2 | $110K | Sell |
907
-94
| -9% | -$11.4K | 0.03% | 52 |
|
|
2016
Q1 | $108K | Sell |
1,001
-64
| -6% | -$6.91K | 0.03% | 56 |
|
|
2015
Q4 | $109K | Buy |
1,065
+59
| +6% | +$6.04K | 0.03% | 49 |
|
|
2015
Q3 | $94K | Buy |
1,006
+936
| +1,337% | +$87.5K | 0.03% | 49 |
|
|
2015
Q2 | $7K | Sell |
70
-823
| -92% | -$82.3K | ﹤0.01% | 178 |
|
|
2015
Q1 | $90K | Buy |
893
+6
| +0.7% | +$605 | 0.04% | 51 |
|
|
2014
Q4 | $93K | Buy |
887
+75
| +9% | +$7.86K | 0.04% | 50 |
|
|
2014
Q3 | $87K | Sell |
812
-99
| -11% | -$10.6K | 0.04% | 50 |
|
|
2014
Q2 | $96K | Buy |
911
+60
| +7% | +$6.32K | 0.04% | 38 |
|
|
2014
Q1 | $83K | Buy |
851
+673
| +378% | +$65.6K | 0.05% | 40 |
|
|
2013
Q4 | $16K | Buy |
178
+114
| +178% | +$10.2K | 0.01% | 128 |
|
|
2013
Q3 | $6K | Sell |
64
-340
| -84% | -$31.9K | 0.01% | 148 |
|
|
2013
Q2 | $35K | Buy |
+404
| New | +$35K | 0.04% | 45 |
|