Bernardo Wealth Planning’s Johnson & Johnson JNJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.67M	Sell	6,813 -74	-1%	-$17.2K	0.33%	40
2025 Q4	$1.43M	Buy	6,887 +198	+3%	+$39.2K	0.27%	45
2025 Q3	$1.24M	Buy	6,689 +83	+1%	+$14.2K	0.24%	48
2025 Q2	$1.01M	Buy	6,606 +113	+2%	+$17.4K	0.22%	50
2025 Q1	$1.08M	Buy	6,493 +155	+2%	+$24.3K	0.26%	42
2024 Q4	$900K	Sell	6,338 -376	-6%	-$58.3K	0.22%	48
2024 Q3	$1.1M	Sell	6,714 -50	-0.7%	-$7.97K	0.27%	43
2024 Q2	$989K	Sell	6,764 -246	-4%	-$36.6K	0.27%	41
2024 Q1	$1.11M	Sell	7,010 -7	-0.1%	-$1.11K	0.31%	41
2023 Q4	$1.1M	Buy	7,017 +1,052	+18%	+$161K	0.35%	39
2023 Q3	$929K	Sell	5,965 -46	-0.8%	-$7.59K	0.37%	35
2023 Q2	$995K	Sell	6,011 -117	-2%	-$18.9K	0.4%	33
2023 Q1	$950K	Buy	6,128 +42	+0.7%	+$6.78K	0.41%	34
2022 Q4	$1.08M	Buy	6,086 +32	+0.5%	+$5.53K	0.5%	34
2022 Q3	$1.02M	Buy	6,054 +100	+2%	+$16.9K	0.58%	30
2022 Q2	$1.06M	Buy	5,954 +30	+0.5%	+$5.34K	0.6%	29
2022 Q1	$1.05M	Buy	5,924 +474	+9%	+$80.7K	0.52%	30
2021 Q4	$932K	Buy	5,450 +121	+2%	+$19.8K	0.46%	34
2021 Q3	$860K	Buy	5,329 +3	+0.1%	+$512	0.5%	33
2021 Q2	$877K	Sell	5,326 -34	-0.6%	-$5.63K	0.53%	34
2021 Q1	$880K	Sell	5,360 -10,274	-66%	-$1.66M	0.56%	32
2020 Q4	$2.46M	Buy	15,634 +174	+1%	+$25.7K	0.95%	23
2020 Q3	$2.3M	Sell	15,460 -14	-0.1%	-$2.07K	1.03%	20
2020 Q2	$2.18M	Buy	15,474 +301	+2%	+$43.9K	1.17%	18
2020 Q1	$1.99M	Sell	15,173 -255	-2%	-$36.2K	1.38%	14
2019 Q4	$2.25M	Sell	15,428 -36	-0.2%	-$4.88K	1.37%	15
2019 Q3	$2M	Sell	15,464 -63	-0.4%	-$8.3K	1.45%	14
2019 Q2	$2.16M	Sell	15,527 -916	-6%	-$127K	1.69%	13
2019 Q1	$2.3M	Buy	16,443 +431	+3%	+$57.7K	1.82%	10
2018 Q4	$2.07M	Buy	+16,012	New	+$2.23M	1.83%	10