MGWA
Monument Group Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
1,762
+405
| +30% | +$61.9K | 0.17% | 41 |
|
|
2025
Q1 | $225K | Buy |
+1,357
| New | +$225K | 0.16% | 47 |
|
|
2024
Q4 | – | Sell |
-1,450
| Closed | -$235K | – | 51 |
|
|
2024
Q3 | $235K | Sell |
1,450
-12
| -0.8% | -$1.95K | 0.14% | 43 |
|
|
2024
Q2 | $214K | Hold |
1,462
| – | – | 0.14% | 43 |
|
|
2024
Q1 | $231K | Sell |
1,462
-200
| -12% | -$31.6K | 0.17% | 43 |
|
|
2023
Q4 | $261K | Buy |
+1,662
| New | +$261K | 0.22% | 37 |
|