EWM
Evermay Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Sell |
6,029
-376
| -6% | -$57.4K | 0.11% | 90 |
|
|
2025
Q1 | $1.06M | Sell |
6,405
-1,287
| -17% | -$213K | 0.14% | 73 |
|
|
2024
Q4 | $1.11M | Sell |
7,692
-828
| -10% | -$120K | 0.17% | 72 |
|
|
2024
Q3 | $1.38M | Sell |
8,520
-1,012
| -11% | -$164K | 0.22% | 60 |
|
|
2024
Q2 | $1.39M | Buy |
9,532
+628
| +7% | +$91.8K | 0.22% | 58 |
|
|
2024
Q1 | $1.41M | Buy |
8,904
+1,705
| +24% | +$270K | 0.21% | 59 |
|
|
2023
Q4 | $1.13M | Sell |
7,199
-1,260
| -15% | -$197K | 0.21% | 54 |
|
|
2023
Q3 | $1.32M | Sell |
8,459
-163
| -2% | -$25.4K | 0.27% | 41 |
|
|
2023
Q2 | $1.43M | Hold |
8,622
| – | – | 0.27% | 40 |
|
|
2023
Q1 | $1.34M | Sell |
8,622
-238
| -3% | -$36.9K | 0.27% | 41 |
|
|
2022
Q4 | $1.57M | Buy |
8,860
+150
| +2% | +$26.5K | 0.32% | 36 |
|
|
2022
Q3 | $1.42M | Sell |
8,710
-110
| -1% | -$18K | 0.28% | 37 |
|
|
2022
Q2 | $1.57M | Sell |
8,820
-358
| -4% | -$63.6K | 0.3% | 38 |
|
|
2022
Q1 | $1.63M | Sell |
9,178
-272
| -3% | -$48.2K | 0.27% | 41 |
|
|
2021
Q4 | $1.62M | Sell |
9,450
-230
| -2% | -$39.4K | 0.29% | 31 |
|
|
2021
Q3 | $1.56M | Sell |
9,680
-1,555
| -14% | -$251K | 0.3% | 30 |
|
|
2021
Q2 | $1.85M | Sell |
11,235
-1,028
| -8% | -$169K | 0.34% | 25 |
|
|
2021
Q1 | $2.02M | Sell |
12,263
-275
| -2% | -$45.2K | 0.4% | 26 |
|
|
2020
Q4 | $1.97M | Buy |
12,538
+280
| +2% | +$44.1K | 0.44% | 26 |
|
|
2020
Q3 | $1.83M | Buy |
12,258
+210
| +2% | +$31.3K | 0.45% | 28 |
|
|
2020
Q2 | $1.69M | Buy |
12,048
+570
| +5% | +$80.1K | 0.45% | 27 |
|
|
2020
Q1 | $1.51M | Buy |
11,478
+250
| +2% | +$32.8K | 0.46% | 24 |
|
|
2019
Q4 | $1.64M | Buy |
11,228
+533
| +5% | +$77.8K | 0.4% | 28 |
|
|
2019
Q3 | $1.38M | Sell |
10,695
-1,017
| -9% | -$132K | 0.38% | 34 |
|
|
2019
Q2 | $1.63M | Sell |
11,712
-1,108
| -9% | -$154K | 0.45% | 27 |
|
|
2019
Q1 | $1.79M | Buy |
12,820
+100
| +0.8% | +$14K | 0.51% | 24 |
|
|
2018
Q4 | $1.64M | Buy |
12,720
+419
| +3% | +$54.1K | 0.53% | 23 |
|
|
2018
Q3 | $1.7M | Sell |
12,301
-55
| -0.4% | -$7.6K | 0.53% | 25 |
|
|
2018
Q2 | $1.5M | Buy |
12,356
+573
| +5% | +$69.5K | 0.5% | 24 |
|
|
2018
Q1 | $1.51M | Buy |
11,783
+2,043
| +21% | +$262K | 0.52% | 25 |
|
|
2017
Q4 | $1.36M | Buy |
9,740
+3,465
| +55% | +$484K | 0.5% | 22 |
|
|
2017
Q3 | $816K | Buy |
6,275
+791
| +14% | +$103K | 0.35% | 27 |
|
|
2017
Q2 | $725K | Hold |
5,484
| – | – | 0.32% | 29 |
|
|
2017
Q1 | $683K | Buy |
5,484
+777
| +17% | +$96.8K | 0.31% | 30 |
|
|
2016
Q4 | $542K | Hold |
4,707
| – | – | 0.27% | 32 |
|
|
2016
Q3 | $556K | Hold |
4,707
| – | – | 0.28% | 31 |
|
|
2016
Q2 | $571K | Sell |
4,707
-3,955
| -46% | -$480K | 0.3% | 33 |
|
|
2016
Q1 | $937K | Hold |
8,662
| – | – | 0.53% | 22 |
|
|
2015
Q4 | $890K | Sell |
8,662
-831
| -9% | -$85.4K | 0.52% | 24 |
|
|
2015
Q3 | $886K | Buy |
9,493
+108
| +1% | +$10.1K | 0.53% | 23 |
|
|
2015
Q2 | $915K | Buy |
9,385
+870
| +10% | +$84.8K | 0.54% | 23 |
|
|
2015
Q1 | $857K | Sell |
8,515
-170
| -2% | -$17.1K | 0.51% | 24 |
|
|
2014
Q4 | $908K | Sell |
8,685
-303
| -3% | -$31.7K | 0.59% | 20 |
|
|
2014
Q3 | $958K | Buy |
8,988
+95
| +1% | +$10.1K | 0.82% | 15 |
|
|
2014
Q2 | $930K | Buy |
8,893
+1,350
| +18% | +$141K | 0.8% | 15 |
|
|
2014
Q1 | $741K | Buy |
7,543
+1,557
| +26% | +$153K | 0.79% | 20 |
|
|
2013
Q4 | $548K | Buy |
+5,986
| New | +$548K | 0.76% | 18 |
|