PWM
PRW Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $409K | Hold |
2,780
| – | – | 0.16% | 54 |
|
|
2023
Q2 | $442K | Buy |
2,780
+150
| +6% | +$23.9K | 0.15% | 31 |
|
|
2023
Q1 | $431K | Buy |
2,630
+30
| +1% | +$4.91K | 0.17% | 58 |
|
|
2022
Q4 | $459K | Hold |
2,600
| – | – | 0.2% | 34 |
|
|
2022
Q3 | $424K | Buy |
2,600
+5
| +0.2% | +$815 | 0.2% | 45 |
|
|
2022
Q2 | $460K | Hold |
2,595
| – | – | 0.27% | 43 |
|
|
2022
Q1 | $459K | Buy |
2,595
+210
| +9% | +$37.1K | 0.2% | 60 |
|
|
2021
Q4 | $408K | Buy |
2,385
+287
| +14% | +$49.1K | 0.19% | 60 |
|
|
2021
Q3 | $339K | Sell |
2,098
-25,633
| -92% | -$4.14M | 0.17% | 66 |
|
|
2021
Q2 | $4.57M | Buy |
27,731
+25,546
| +1,169% | +$4.21M | 1.34% | 13 |
|
|
2021
Q1 | $359K | Sell |
2,185
-50
| -2% | -$8.22K | 0.18% | 59 |
|
|
2020
Q4 | $352K | Hold |
2,235
| – | – | 0.2% | 58 |
|
|
2020
Q3 | $333K | Hold |
2,235
| – | – | 0.24% | 54 |
|
|
2020
Q2 | $314K | Sell |
2,235
-12
| -0.5% | -$1.69K | 0.25% | 51 |
|
|
2020
Q1 | $295K | Buy |
+2,247
| New | +$295K | 0.36% | 41 |
|
|
2019
Q3 | – | Sell |
-2,026
| Closed | -$282K | – | 46 |
|
|
2019
Q2 | $282K | Buy |
2,026
+14
| +0.7% | +$1.95K | 0.31% | 44 |
|
|
2019
Q1 | $282K | Sell |
2,012
-369
| -15% | -$51.7K | 0.26% | 45 |
|
|
2018
Q4 | $307K | Buy |
+2,381
| New | +$307K | 0.38% | 39 |
|