MWM
McNaughton Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,317
| Closed | -$213K | – | 56 |
|
|
2024
Q3 | $213K | Sell |
1,317
-3,650
| -73% | -$592K | 0.1% | 55 |
|
|
2024
Q2 | $726K | Sell |
4,967
-613
| -11% | -$89.6K | 0.39% | 42 |
|
|
2024
Q1 | $883K | Buy |
5,580
+361
| +7% | +$57.1K | 0.49% | 40 |
|
|
2023
Q4 | $818K | Buy |
5,219
+967
| +23% | +$152K | 0.48% | 40 |
|
|
2023
Q3 | $662K | Buy |
4,252
+149
| +4% | +$23.2K | 0.44% | 42 |
|
|
2023
Q2 | $679K | Buy |
4,103
+197
| +5% | +$32.6K | 0.43% | 46 |
|
|
2023
Q1 | $605K | Buy |
3,906
+88
| +2% | +$13.6K | 0.4% | 42 |
|
|
2022
Q4 | $674K | Buy |
3,818
+68
| +2% | +$12K | 0.46% | 35 |
|
|
2022
Q3 | $613K | Buy |
3,750
+34
| +0.9% | +$5.56K | 0.45% | 36 |
|
|
2022
Q2 | $660K | Buy |
3,716
+981
| +36% | +$174K | 0.47% | 37 |
|
|
2022
Q1 | $485K | Buy |
2,735
+247
| +10% | +$43.8K | 0.32% | 36 |
|
|
2021
Q4 | $433K | Buy |
2,488
+246
| +11% | +$42.8K | 0.28% | 39 |
|
|
2021
Q3 | $362K | Buy |
2,242
+94
| +4% | +$15.2K | 0.26% | 37 |
|
|
2021
Q2 | $354K | Buy |
2,148
+354
| +20% | +$58.3K | 0.25% | 39 |
|
|
2021
Q1 | $295K | Buy |
1,794
+367
| +26% | +$60.3K | 0.23% | 41 |
|
|
2020
Q4 | $225K | Buy |
+1,427
| New | +$225K | 0.18% | 46 |
|