BWA
Burt Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.95M | Sell |
12,753
-25
| -0.2% | -$3.82K | 0.45% | 30 |
|
2025
Q1 | $2.12M | Buy |
12,778
+381
| +3% | +$63.2K | 0.53% | 27 |
|
2024
Q4 | $1.79M | Sell |
12,397
-521
| -4% | -$75.3K | 0.46% | 28 |
|
2024
Q3 | $2.09M | Buy |
12,918
+43
| +0.3% | +$6.97K | 0.52% | 27 |
|
2024
Q2 | $1.88M | Sell |
12,875
-1,719
| -12% | -$251K | 0.5% | 29 |
|
2024
Q1 | $2.31M | Buy |
14,594
+1,940
| +15% | +$307K | 0.59% | 25 |
|
2023
Q4 | $1.98M | Sell |
12,654
-66
| -0.5% | -$10.3K | 0.57% | 25 |
|
2023
Q3 | $1.98M | Sell |
12,720
-118
| -0.9% | -$18.4K | 0.61% | 23 |
|
2023
Q2 | $2.13M | Sell |
12,838
-13
| -0.1% | -$2.15K | 0.64% | 21 |
|
2023
Q1 | $1.99M | Buy |
12,851
+73
| +0.6% | +$11.3K | 0.62% | 21 |
|
2022
Q4 | $2.26M | Buy |
12,778
+86
| +0.7% | +$15.2K | 0.76% | 21 |
|
2022
Q3 | $2.07M | Buy |
12,692
+2,011
| +19% | +$328K | 0.83% | 15 |
|
2022
Q2 | $1.9M | Hold |
10,681
| – | – | 0.66% | 18 |
|
2022
Q1 | $1.89M | Sell |
10,681
-96
| -0.9% | -$17K | 0.57% | 21 |
|
2021
Q4 | $1.84M | Hold |
10,777
| – | – | 0.6% | 20 |
|
2021
Q3 | $1.74M | Sell |
10,777
-187
| -2% | -$30.2K | 0.55% | 20 |
|
2021
Q2 | $1.81M | Hold |
10,964
| – | – | 0.65% | 19 |
|
2021
Q1 | $1.8M | Buy |
10,964
+19
| +0.2% | +$3.12K | 0.66% | 18 |
|
2020
Q4 | $1.72M | Sell |
10,945
-44
| -0.4% | -$6.93K | 0.59% | 19 |
|
2020
Q3 | $1.64M | Sell |
10,989
-75
| -0.7% | -$11.2K | 0.61% | 20 |
|
2020
Q2 | $1.56M | Buy |
11,064
+15
| +0.1% | +$2.11K | 0.63% | 17 |
|
2020
Q1 | $1.45M | Sell |
11,049
-1,436
| -12% | -$188K | 0.65% | 18 |
|
2019
Q4 | $1.82M | Buy |
12,485
+62
| +0.5% | +$9.04K | 0.71% | 16 |
|
2019
Q3 | $1.61M | Hold |
12,423
| – | – | 0.66% | 18 |
|
2019
Q2 | $1.73M | Sell |
12,423
-439
| -3% | -$61.1K | 0.76% | 15 |
|
2019
Q1 | $1.8M | Sell |
12,862
-36
| -0.3% | -$5.03K | 0.81% | 13 |
|
2018
Q4 | $1.67M | Buy |
12,898
+82
| +0.6% | +$10.6K | 0.79% | 18 |
|
2018
Q3 | $1.77M | Buy |
12,816
+217
| +2% | +$30K | 0.8% | 13 |
|
2018
Q2 | $1.53M | Sell |
12,599
-499
| -4% | -$60.6K | 0.73% | 13 |
|
2018
Q1 | $1.68M | Buy |
13,098
+1
| +0% | +$128 | 0.85% | 11 |
|
2017
Q4 | $1.83M | Buy |
13,097
+939
| +8% | +$131K | 1.14% | 9 |
|
2017
Q3 | $1.58M | Sell |
12,158
-1,550
| -11% | -$202K | 1.04% | 11 |
|
2017
Q2 | $1.81M | Buy |
13,708
+2,158
| +19% | +$285K | 1.25% | 9 |
|
2017
Q1 | $1.44M | Sell |
11,550
-865
| -7% | -$108K | 1.04% | 12 |
|
2016
Q4 | $1.43M | Buy |
12,415
+32
| +0.3% | +$3.69K | 1.28% | 12 |
|
2016
Q3 | $1.46M | Sell |
12,383
-100
| -0.8% | -$11.8K | 1.56% | 8 |
|
2016
Q2 | $1.51M | Sell |
12,483
-241
| -2% | -$29.2K | 1.68% | 7 |
|
2016
Q1 | $1.38M | Buy |
12,724
+1,373
| +12% | +$149K | 1.26% | 9 |
|
2015
Q4 | $1.17M | Sell |
11,351
-66
| -0.6% | -$6.77K | 0.93% | 16 |
|
2015
Q3 | $1.07M | Buy |
11,417
+200
| +2% | +$18.7K | 1.32% | 11 |
|
2015
Q2 | $1.19M | Buy |
11,217
+48
| +0.4% | +$5.11K | 1.3% | 9 |
|
2015
Q1 | $1.12M | Sell |
11,169
-141
| -1% | -$14.2K | 1.14% | 9 |
|
2014
Q4 | $1.18M | Buy |
+11,310
| New | +$1.18M | 1.26% | 12 |
|