JWM
Jackson Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
1,360
| – | – | 0.02% | 154 |
|
|
2025
Q1 | $226K | Buy |
+1,360
| New | +$226K | 0.03% | 154 |
|
|
2024
Q4 | – | Sell |
-1,360
| Closed | -$220K | – | 165 |
|
|
2024
Q3 | $220K | Buy |
+1,360
| New | +$220K | 0.03% | 145 |
|
|
2024
Q2 | – | Sell |
-1,360
| Closed | -$215K | – | 123 |
|
|
2024
Q1 | $215K | Hold |
1,360
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $213K | Hold |
1,360
| – | – | 0.03% | 136 |
|
|
2023
Q3 | $212K | Hold |
1,360
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $225K | Hold |
1,360
| – | – | 0.03% | 112 |
|
|
2023
Q1 | $211K | Sell |
1,360
-77
| -5% | -$11.9K | 0.16% | 113 |
|
|
2022
Q4 | $254K | Sell |
1,437
-65
| -4% | -$11.5K | 0.09% | 82 |
|
|
2022
Q3 | $245K | Sell |
1,502
-4,675
| -76% | -$763K | 0.05% | 98 |
|
|
2022
Q2 | $1.1M | Sell |
6,177
-11,541
| -65% | -$2.05M | 0.51% | 46 |
|
|
2022
Q1 | $3.14M | Buy |
17,718
+216
| +1% | +$38.3K | 0.44% | 58 |
|
|
2021
Q4 | $2.99M | Buy |
17,502
+543
| +3% | +$92.9K | 0.38% | 73 |
|
|
2021
Q3 | $40K | Buy |
16,959
+277
| +2% | +$653 | 0.48% | 38 |
|
|
2021
Q2 | $2.75M | Buy |
16,682
+176
| +1% | +$29K | 0.35% | 73 |
|
|
2021
Q1 | $2.71M | Buy |
16,506
+177
| +1% | +$29.1K | 0.41% | 67 |
|
|
2020
Q4 | $2.57M | Buy |
16,329
+65
| +0.4% | +$10.2K | 0.35% | 67 |
|
|
2020
Q3 | $2.42M | Buy |
16,264
+1,042
| +7% | +$155K | 0.36% | 62 |
|
|
2020
Q2 | $2.14M | Buy |
15,222
+950
| +7% | +$134K | 0.38% | 62 |
|
|
2020
Q1 | $2.13M | Sell |
14,272
-6,042
| -30% | -$902K | 0.45% | 49 |
|
|
2019
Q4 | $3.01M | Buy |
20,314
+1,158
| +6% | +$172K | 0.5% | 62 |
|
|
2019
Q3 | $2.47M | Buy |
19,156
+4,797
| +33% | +$619K | 0.52% | 57 |
|
|
2019
Q2 | $2.02M | Buy |
14,359
+562
| +4% | +$79K | 0.44% | 62 |
|
|
2019
Q1 | $1.93M | Buy |
+13,797
| New | +$1.93M | 0.47% | 62 |
|
|
2018
Q2 | – | Sell |
-14,288
| Closed | -$1.86M | – | 95 |
|
|
2018
Q1 | $1.86M | Sell |
14,288
-23,061
| -62% | -$3.01M | 0.52% | 53 |
|
|
2017
Q4 | $5.38M | Buy |
37,349
+286
| +0.8% | +$41.2K | 1.37% | 23 |
|
|
2017
Q3 | $4.96M | Buy |
37,063
+6,996
| +23% | +$937K | 1.34% | 17 |
|
|
2017
Q2 | $3.98M | Buy |
30,067
+3,071
| +11% | +$407K | 1.26% | 18 |
|
|
2017
Q1 | $3.37M | Buy |
26,996
+172
| +0.6% | +$21.5K | 1.22% | 18 |
|
|
2016
Q4 | $3.08M | Sell |
26,824
-235
| -0.9% | -$27K | 1.2% | 20 |
|
|
2016
Q3 | $3.12M | Sell |
27,059
-498
| -2% | -$57.5K | 1.18% | 19 |
|
|
2016
Q2 | $3.34M | Sell |
27,557
-438
| -2% | -$53.1K | 1.24% | 18 |
|
|
2016
Q1 | $3.05M | Sell |
27,995
-545
| -2% | -$59.4K | 1.18% | 16 |
|
|
2015
Q4 | $2.8M | Buy |
28,540
+460
| +2% | +$45.2K | 1.11% | 23 |
|
|
2015
Q3 | $2.62M | Sell |
28,080
-1,639
| -6% | -$153K | 0.94% | 27 |
|
|
2015
Q2 | $2.9M | Sell |
29,719
-6,221
| -17% | -$608K | 0.98% | 28 |
|
|
2015
Q1 | $3.62M | Sell |
35,940
-2,944
| -8% | -$296K | 1.16% | 24 |
|
|
2014
Q4 | $4.07M | Buy |
+38,884
| New | +$4.07M | 1.33% | 16 |
|