MWAC
Mariner Wealth Advisors (Cincinnati)’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $26.6M | Buy |
192,769
+7,687
| +4% | +$1.06M | 1.47% | 17 |
|
|
2018
Q2 | $22.5M | Buy |
185,082
+5,520
| +3% | +$670K | 1.33% | 24 |
|
|
2018
Q1 | $23M | Buy |
179,562
+6,691
| +4% | +$857K | 1.42% | 18 |
|
|
2017
Q4 | $24.2M | Buy |
172,871
+5,803
| +3% | +$811K | 1.46% | 20 |
|
|
2017
Q3 | $21.7M | Buy |
167,068
+3,957
| +2% | +$514K | 1.41% | 23 |
|
|
2017
Q2 | $21.6M | Buy |
163,111
+959
| +0.6% | +$127K | 1.5% | 20 |
|
|
2017
Q1 | $20.2M | Buy |
162,152
+8,560
| +6% | +$1.07M | 1.45% | 19 |
|
|
2016
Q4 | $17.7M | Sell |
153,592
-7,293
| -5% | -$840K | 1.38% | 24 |
|
|
2016
Q3 | $19M | Buy |
160,885
+3,185
| +2% | +$376K | 1.62% | 17 |
|
|
2016
Q2 | $19.1M | Buy |
157,700
+11,564
| +8% | +$1.4M | 1.71% | 15 |
|
|
2016
Q1 | $15.8M | Buy |
146,136
+10,673
| +8% | +$1.15M | 1.55% | 23 |
|
|
2015
Q4 | $13.9M | Buy |
+135,463
| New | +$13.9M | 1.36% | 30 |
|
|
2015
Q1 | $12.7M | Sell |
126,128
-13,401
| -10% | -$1.35M | 1.78% | 25 |
|
|
2014
Q4 | $14.6M | Buy |
139,529
+4,657
| +3% | +$487K | 2.11% | 19 |
|
|
2014
Q3 | $14.4M | Buy |
134,872
+12,598
| +10% | +$1.34M | 2.3% | 17 |
|
|
2014
Q2 | $12.8M | Buy |
122,274
+7,388
| +6% | +$773K | 2.02% | 27 |
|
|
2014
Q1 | $11.3M | Buy |
114,886
+3,636
| +3% | +$357K | 1.83% | 31 |
|
|
2013
Q4 | $10.2M | Buy |
111,250
+4,862
| +5% | +$445K | 1.68% | 31 |
|
|
2013
Q3 | $9.22M | Buy |
106,388
+9,126
| +9% | +$791K | 1.71% | 34 |
|
|
2013
Q2 | $8.35M | Buy |
+97,262
| New | +$8.35M | 1.66% | 35 |
|