HWA
Heartwood Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
11,421
+352
| +3% | +$53.8K | 0.18% | 50 |
|
|
2025
Q1 | $1.84M | Buy |
11,069
+1,307
| +13% | +$217K | 0.21% | 48 |
|
|
2024
Q4 | $1.41M | Buy |
9,762
+14
| +0.1% | +$2.03K | 0.16% | 48 |
|
|
2024
Q3 | $1.58M | Buy |
9,748
+241
| +3% | +$39.1K | 0.17% | 45 |
|
|
2024
Q2 | $1.39M | Buy |
9,507
+750
| +9% | +$110K | 0.17% | 47 |
|
|
2024
Q1 | $1.39M | Buy |
8,757
+4,627
| +112% | +$732K | 0.17% | 44 |
|
|
2023
Q4 | $647K | Hold |
4,130
| – | – | 0.09% | 73 |
|
|
2023
Q3 | $643K | Buy |
4,130
+126
| +3% | +$19.6K | 0.09% | 72 |
|
|
2023
Q2 | $663K | Sell |
4,004
-300
| -7% | -$49.7K | 0.09% | 72 |
|
|
2023
Q1 | $667K | Buy |
4,304
+1,254
| +41% | +$194K | 0.1% | 69 |
|
|
2022
Q4 | $539K | Sell |
3,050
-117
| -4% | -$20.7K | 0.08% | 78 |
|
|
2022
Q3 | $517K | Buy |
3,167
+87
| +3% | +$14.2K | 0.09% | 65 |
|
|
2022
Q2 | $547K | Sell |
3,080
-395
| -11% | -$70.2K | 0.09% | 65 |
|
|
2022
Q1 | $616K | Buy |
3,475
+1,516
| +77% | +$269K | 0.09% | 64 |
|
|
2021
Q4 | $335K | Buy |
1,959
+207
| +12% | +$35.4K | 0.05% | 83 |
|
|
2021
Q3 | $283K | Buy |
1,752
+65
| +4% | +$10.5K | 0.04% | 84 |
|
|
2021
Q2 | $278K | Hold |
1,687
| – | – | 0.04% | 82 |
|
|
2021
Q1 | $277K | Buy |
+1,687
| New | +$277K | 0.04% | 71 |
|
|
2020
Q1 | – | Sell |
-1,431
| Closed | -$209K | – | 74 |
|
|
2019
Q4 | $209K | Buy |
+1,431
| New | +$209K | 0.04% | 80 |
|