Taylor Wealth Management Partners’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-265
| Closed | -$34K | – | 81 |
|
|
2018
Q4 | $34K | Hold |
265
| – | – | 0.02% | 64 |
|
|
2018
Q3 | $37K | Buy |
265
+105
| +66% | +$14.7K | 0.02% | 76 |
|
|
2018
Q2 | $19K | Hold |
160
| – | – | 0.01% | 94 |
|
|
2018
Q1 | $21K | Sell |
160
-1,100
| -87% | -$144K | 0.01% | 89 |
|
|
2017
Q4 | $176K | Sell |
1,260
-250
| -17% | -$34.9K | 0.07% | 65 |
|
|
2017
Q3 | $196K | Hold |
1,510
| – | – | 0.09% | 64 |
|
|
2017
Q2 | $200K | Hold |
1,510
| – | – | 0.09% | 59 |
|
|
2017
Q1 | $188K | Buy |
1,510
+250
| +20% | +$31.1K | 0.09% | 65 |
|
|
2016
Q4 | $145K | Sell |
1,260
-45
| -3% | -$5.18K | 0.07% | 66 |
|
|
2016
Q3 | $154K | Sell |
1,305
-200
| -13% | -$23.6K | 0.07% | 58 |
|
|
2016
Q2 | $183K | Buy |
1,505
+20
| +1% | +$2.43K | 0.07% | 49 |
|
|
2016
Q1 | $161K | Buy |
1,485
+700
| +89% | +$75.9K | 0.08% | 45 |
|
|
2015
Q4 | $81K | Hold |
785
| – | – | 0.03% | 67 |
|
|
2015
Q3 | $73K | Sell |
785
-335
| -30% | -$31.2K | 0.04% | 67 |
|
|
2015
Q2 | $109K | Buy |
1,120
+400
| +56% | +$38.9K | 0.03% | 65 |
|
|
2015
Q1 | $72K | Buy |
+720
| New | +$72K | 0.02% | 70 |
|