DWA
Dougherty Wealth Advisers’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
1,415
| – | – | 0.14% | 35 |
|
|
2025
Q1 | $235K | Hold |
1,415
| – | – | 0.17% | 33 |
|
|
2024
Q4 | $205K | Hold |
1,415
| – | – | 0.16% | 41 |
|
|
2024
Q3 | $229K | Sell |
1,415
-25
| -2% | -$4.05K | 0.18% | 33 |
|
|
2024
Q2 | $211K | Hold |
1,440
| – | – | 0.18% | 33 |
|
|
2024
Q1 | $228K | Hold |
1,440
| – | – | 0.2% | 31 |
|
|
2023
Q4 | $226K | Hold |
1,440
| – | – | 0.21% | 35 |
|
|
2023
Q3 | $224K | Hold |
1,440
| – | – | 0.26% | 29 |
|
|
2023
Q2 | $238K | Hold |
1,440
| – | – | 0.33% | 30 |
|
|
2023
Q1 | $223K | Hold |
1,440
| – | – | 0.34% | 30 |
|
|
2022
Q4 | $254K | Hold |
1,440
| – | – | 0.42% | 28 |
|
|
2022
Q3 | $235K | Hold |
1,440
| – | – | 0.46% | 27 |
|
|
2022
Q2 | $256K | Hold |
1,440
| – | – | 0.48% | 26 |
|
|
2022
Q1 | $255K | Hold |
1,440
| – | – | 0.38% | 30 |
|
|
2021
Q4 | $246K | Sell |
1,440
-184
| -11% | -$31.4K | 0.34% | 34 |
|
|
2021
Q3 | $262K | Hold |
1,624
| – | – | 0.39% | 30 |
|
|
2021
Q2 | $268K | Hold |
1,624
| – | – | 0.4% | 29 |
|
|
2021
Q1 | $267K | Hold |
1,624
| – | – | 0.4% | 29 |
|
|
2020
Q4 | $256K | Buy |
1,624
+184
| +13% | +$29K | 0.4% | 30 |
|
|
2020
Q3 | $214K | Hold |
1,440
| – | – | 0.74% | 31 |
|
|
2020
Q2 | $203K | Hold |
1,440
| – | – | 0.74% | 30 |
|
|
2020
Q1 | $189K | Hold |
1,440
| – | – | 0.75% | 33 |
|
|
2019
Q4 | $210K | Hold |
1,440
| – | – | 0.64% | 35 |
|
|
2019
Q3 | $186K | Sell |
1,440
-808
| -36% | -$104K | 0.61% | 38 |
|
|
2019
Q2 | $313K | Buy |
2,248
+800
| +55% | +$111K | 0.88% | 27 |
|
|
2019
Q1 | $202K | Hold |
1,448
| – | – | 0.69% | 35 |
|
|
2018
Q4 | $191K | Buy |
+1,448
| New | +$191K | 0.63% | 39 |
|