WLPWM
Walled Lake Planning & Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
1,513
-109
| -7% | -$16.6K | 0.08% | 121 |
|
|
2025
Q1 | $269K | Buy |
1,622
+5
| +0.3% | +$829 | 0.1% | 110 |
|
|
2024
Q4 | $234K | Buy |
1,617
+6
| +0.4% | +$868 | 0.09% | 115 |
|
|
2024
Q3 | $261K | Sell |
1,611
-1,069
| -40% | -$173K | 0.1% | 106 |
|
|
2024
Q2 | $392K | Buy |
2,680
+1,155
| +76% | +$169K | 0.16% | 74 |
|
|
2024
Q1 | $241K | Sell |
1,525
-416
| -21% | -$65.8K | 0.1% | 93 |
|
|
2023
Q4 | $304K | Sell |
1,941
-285
| -13% | -$44.7K | 0.14% | 76 |
|
|
2023
Q3 | $347K | Buy |
2,226
+176
| +9% | +$27.4K | 0.17% | 60 |
|
|
2023
Q2 | $339K | Buy |
2,050
+7
| +0.3% | +$1.16K | 0.17% | 60 |
|
|
2023
Q1 | $317K | Buy |
+2,043
| New | +$317K | 0.17% | 56 |
|
|
2022
Q4 | – | Sell |
-1,945
| Closed | -$318K | – | 68 |
|
|
2022
Q3 | $318K | Sell |
1,945
-47
| -2% | -$7.68K | 0.22% | 51 |
|
|
2022
Q2 | $354K | Buy |
1,992
+59
| +3% | +$10.5K | 0.24% | 49 |
|
|
2022
Q1 | $343K | Buy |
1,933
+28
| +1% | +$4.97K | 0.2% | 57 |
|
|
2021
Q4 | $326K | Buy |
1,905
+6
| +0.3% | +$1.03K | 0.19% | 63 |
|
|
2021
Q3 | $307K | Buy |
1,899
+5
| +0.3% | +$808 | 0.19% | 58 |
|
|
2021
Q2 | $312K | Sell |
1,894
-245
| -11% | -$40.4K | 0.2% | 57 |
|
|
2021
Q1 | $351K | Buy |
2,139
+6
| +0.3% | +$985 | 0.24% | 49 |
|
|
2020
Q4 | $336K | Buy |
2,133
+6
| +0.3% | +$945 | 0.26% | 50 |
|
|
2020
Q3 | $317K | Buy |
2,127
+105
| +5% | +$15.6K | 0.26% | 47 |
|
|
2020
Q2 | $284K | Buy |
2,022
+5
| +0.2% | +$702 | 0.24% | 46 |
|
|
2020
Q1 | $264K | Sell |
2,017
-83
| -4% | -$10.9K | 0.24% | 43 |
|
|
2019
Q4 | $306K | Buy |
+2,100
| New | +$306K | 0.22% | 46 |
|