TWA
Tandem Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,178
| Closed | -$341K | – | 62 |
|
|
2023
Q4 | $341K | Sell |
2,178
-1,703
| -44% | -$267K | 0.2% | 34 |
|
|
2023
Q3 | $604K | Sell |
3,881
-75
| -2% | -$11.7K | 0.37% | 20 |
|
|
2023
Q2 | $655K | Buy |
3,956
+388
| +11% | +$64.2K | 0.4% | 18 |
|
|
2023
Q1 | $553K | Hold |
3,568
| – | – | 0.34% | 20 |
|
|
2022
Q4 | $630K | Buy |
+3,568
| New | +$630K | 0.4% | 22 |
|