WFWM
Wechter Feldman Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $253K | Hold |
1,535
| – | – | 0.18% | 20 |
|
|
2021
Q1 | $252K | Buy |
1,535
+200
| +15% | +$32.8K | 0.19% | 23 |
|
|
2020
Q4 | $210K | Buy |
+1,335
| New | +$210K | 0.16% | 26 |
|
|
2020
Q1 | – | Sell |
-1,821
| Closed | -$266K | – | 22 |
|
|
2019
Q4 | $266K | Sell |
1,821
-49
| -3% | -$7.16K | 0.18% | 26 |
|
|
2019
Q3 | $242K | Sell |
1,870
-16
| -0.8% | -$2.07K | 0.15% | 29 |
|
|
2019
Q2 | $263K | Sell |
1,886
-12
| -0.6% | -$1.67K | 0.17% | 28 |
|
|
2019
Q1 | $265K | Hold |
1,898
| – | – | 0.17% | 28 |
|
|
2018
Q4 | $245K | Hold |
1,898
| – | – | 0.24% | 25 |
|
|
2018
Q3 | $262K | Hold |
1,898
| – | – | 0.16% | 35 |
|
|
2018
Q2 | $230K | Buy |
1,898
+1
| +0.1% | +$121 | 0.16% | 33 |
|
|
2018
Q1 | $243K | Buy |
1,897
+56
| +3% | +$7.17K | 0.17% | 30 |
|
|
2017
Q4 | $257K | Hold |
1,841
| – | – | 0.18% | 26 |
|
|
2017
Q3 | $239K | Hold |
1,841
| – | – | 0.18% | 23 |
|
|
2017
Q2 | $244K | Buy |
1,841
+26
| +1% | +$3.45K | 0.2% | 25 |
|
|
2017
Q1 | $226K | Hold |
1,815
| – | – | 0.16% | 33 |
|
|
2016
Q4 | $209K | Buy |
+1,815
| New | +$209K | 0.14% | 30 |
|