MCIA
Mountain Capital Investment Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,911
| Closed | -$793K | – | 58 |
|
|
2023
Q4 | $793K | Sell |
4,911
-417
| -8% | -$67.4K | 0.27% | 32 |
|
|
2023
Q3 | $785K | Sell |
5,328
-4,327
| -45% | -$637K | 0.29% | 30 |
|
|
2023
Q2 | $1.65M | Sell |
9,655
-2,712
| -22% | -$464K | 0.62% | 27 |
|
|
2023
Q1 | $2.05M | Buy |
12,367
+1,189
| +11% | +$197K | 0.91% | 35 |
|
|
2022
Q4 | $1.96M | Buy |
11,178
+2,178
| +24% | +$382K | 0.89% | 41 |
|
|
2022
Q3 | $1.48M | Buy |
9,000
+254
| +3% | +$41.8K | 0.78% | 42 |
|
|
2022
Q2 | $1.56M | Buy |
8,746
+232
| +3% | +$41.4K | 0.78% | 42 |
|
|
2022
Q1 | $1.53M | Sell |
8,514
-131
| -2% | -$23.6K | 0.72% | 48 |
|
|
2021
Q4 | $1.48M | Buy |
8,645
+1,758
| +26% | +$301K | 0.67% | 52 |
|
|
2021
Q3 | $1.11M | Buy |
6,887
+168
| +3% | +$27K | 0.59% | 64 |
|
|
2021
Q2 | $1.14M | Sell |
6,719
-899
| -12% | -$152K | 0.52% | 56 |
|
|
2021
Q1 | $1.22M | Buy |
7,618
+1,120
| +17% | +$179K | 0.61% | 54 |
|
|
2020
Q4 | $1.04M | Sell |
6,498
-1,250
| -16% | -$199K | 0.63% | 49 |
|
|
2020
Q3 | $1.18M | Buy |
+7,748
| New | +$1.18M | 0.76% | 47 |
|
|
2017
Q4 | – | Sell |
-937
| Closed | -$122K | – | 231 |
|
|
2017
Q3 | $122K | Buy |
937
+2
| +0.2% | +$260 | 0.11% | 52 |
|
|
2017
Q2 | $124K | Buy |
+935
| New | +$124K | 0.12% | 64 |
|