MWM
Mascoma Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
1,132
-372
| -25% | -$56.8K | 0.04% | 96 |
|
|
2025
Q1 | $249K | Sell |
1,504
-137
| -8% | -$22.7K | 0.06% | 83 |
|
|
2024
Q4 | $237K | Buy |
1,641
+111
| +7% | +$16.1K | 0.06% | 91 |
|
|
2024
Q3 | $248K | Sell |
1,530
-52
| -3% | -$8.43K | 0.06% | 87 |
|
|
2024
Q2 | $231K | Sell |
1,582
-199
| -11% | -$29.1K | 0.06% | 86 |
|
|
2024
Q1 | $282K | Sell |
1,781
-175
| -9% | -$27.7K | 0.08% | 77 |
|
|
2023
Q4 | $307K | Sell |
1,956
-10
| -0.5% | -$1.57K | 0.09% | 78 |
|
|
2023
Q3 | $306K | Buy |
1,966
+210
| +12% | +$32.7K | 0.1% | 78 |
|
|
2023
Q2 | $304K | Sell |
1,756
-195
| -10% | -$33.8K | 0.09% | 76 |
|
|
2023
Q1 | $319K | Sell |
1,951
-21
| -1% | -$3.44K | 0.09% | 88 |
|
|
2022
Q4 | $348K | Sell |
1,972
-338
| -15% | -$59.7K | 0.11% | 89 |
|
|
2022
Q3 | $377K | Sell |
2,310
-17
| -0.7% | -$2.77K | 0.13% | 80 |
|
|
2022
Q2 | $413K | Buy |
2,327
+6
| +0.3% | +$1.07K | 0.14% | 78 |
|
|
2022
Q1 | $411K | Buy |
2,321
+458
| +25% | +$81.1K | 0.13% | 83 |
|
|
2021
Q4 | $319K | Sell |
1,863
-3,985
| -68% | -$682K | 0.11% | 84 |
|
|
2021
Q3 | $944K | Sell |
5,848
-324
| -5% | -$52.3K | 0.37% | 45 |
|
|
2021
Q2 | $1.02M | Sell |
6,172
-170
| -3% | -$28K | 0.43% | 43 |
|
|
2021
Q1 | $1.04M | Sell |
6,342
-130
| -2% | -$21.4K | 0.45% | 39 |
|
|
2020
Q4 | $1.02M | Buy |
+6,472
| New | +$1.02M | 0.51% | 36 |
|
|
2019
Q3 | $793K | Sell |
6,130
-555
| -8% | -$71.8K | 0.5% | 39 |
|
|
2019
Q2 | $931K | Hold |
6,685
| – | – | 0.58% | 29 |
|
|
2019
Q1 | $934K | Sell |
6,685
-166
| -2% | -$23.2K | 0.63% | 27 |
|
|
2018
Q4 | $884K | Sell |
6,851
-4,230
| -38% | -$546K | 0.67% | 24 |
|
|
2018
Q3 | $1.53M | Sell |
11,081
-100
| -0.9% | -$13.8K | 1.01% | 17 |
|
|
2018
Q2 | $1.36M | Buy |
11,181
+810
| +8% | +$98.3K | 0.96% | 22 |
|
|
2018
Q1 | $1.33M | Buy |
10,371
+3,025
| +41% | +$388K | 0.88% | 22 |
|
|
2017
Q4 | $1.01M | Sell |
7,346
-850
| -10% | -$117K | 0.62% | 24 |
|
|
2017
Q3 | $1.07M | Buy |
8,196
+554
| +7% | +$72.1K | 0.71% | 25 |
|
|
2017
Q2 | $1.01M | Buy |
7,642
+111
| +1% | +$14.7K | 0.68% | 24 |
|
|
2017
Q1 | $938K | Sell |
7,531
-305
| -4% | -$38K | 0.67% | 23 |
|
|
2016
Q4 | $903K | Buy |
+7,836
| New | +$903K | 0.66% | 24 |
|