MCWA
Meadow Creek Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Sell |
6,952
-302
| -4% | -$46.1K | 0.72% | 30 |
|
2025
Q1 | $1.2M | Buy |
7,254
+606
| +9% | +$100K | 0.9% | 27 |
|
2024
Q4 | $961K | Buy |
6,648
+60
| +0.9% | +$8.68K | 0.69% | 35 |
|
2024
Q3 | $1.07M | Buy |
6,588
+685
| +12% | +$111K | 0.85% | 30 |
|
2024
Q2 | $863K | Sell |
5,903
-1,800
| -23% | -$263K | 0.82% | 30 |
|
2024
Q1 | $1.22M | Buy |
7,703
+13
| +0.2% | +$2.06K | 0.85% | 30 |
|
2023
Q4 | $1.21M | Buy |
+7,690
| New | +$1.21M | 1.17% | 18 |
|
2022
Q3 | $1.09M | Buy |
6,656
+121
| +2% | +$19.8K | 1.44% | 8 |
|
2022
Q2 | $1.16M | Buy |
6,535
+536
| +9% | +$95.1K | 1.43% | 7 |
|
2022
Q1 | $1.06M | Sell |
5,999
-2,152
| -26% | -$381K | 1.15% | 11 |
|
2021
Q4 | $1.39M | Buy |
+8,151
| New | +$1.39M | 1.32% | 11 |
|
2019
Q4 | $765K | Buy |
+5,241
| New | +$765K | 1.06% | 17 |
|