LGWM
Litman Gregory Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
1,610
| – | – | 0.02% | 126 |
|
|
2025
Q1 | $267K | Sell |
1,610
-270
| -14% | -$44.8K | 0.02% | 122 |
|
|
2024
Q4 | $272K | Buy |
1,880
+62
| +3% | +$8.97K | 0.02% | 115 |
|
|
2024
Q3 | $295K | Sell |
1,818
-500
| -22% | -$81K | 0.02% | 118 |
|
|
2024
Q2 | $339K | Sell |
2,318
-266
| -10% | -$38.9K | 0.03% | 105 |
|
|
2024
Q1 | $409K | Sell |
2,584
-1,052
| -29% | -$166K | 0.04% | 98 |
|
|
2023
Q4 | $570K | Sell |
3,636
-136
| -4% | -$21.3K | 0.05% | 82 |
|
|
2023
Q3 | $587K | Buy |
+3,772
| New | +$587K | 0.06% | 82 |
|
|
2023
Q2 | – | Sell |
-2,932
| Closed | -$454K | – | 97 |
|
|
2023
Q1 | $454K | Buy |
+2,932
| New | +$454K | 0.17% | 21 |
|
|
2021
Q2 | – | Sell |
-590
| Closed | -$97K | – | 131 |
|
|
2021
Q1 | $97K | Sell |
590
-89
| -13% | -$14.6K | 0.02% | 74 |
|
|
2020
Q4 | $107K | Sell |
679
-46
| -6% | -$7.25K | 0.02% | 74 |
|
|
2020
Q3 | $108K | Buy |
725
+46
| +7% | +$6.85K | 0.02% | 70 |
|
|
2020
Q2 | $95K | Hold |
679
| – | – | 0.02% | 69 |
|
|
2020
Q1 | $89K | Sell |
679
-26
| -4% | -$3.41K | 0.02% | 64 |
|
|
2019
Q4 | $103K | Buy |
705
+26
| +4% | +$3.8K | 0.02% | 76 |
|
|
2019
Q3 | $88K | Sell |
679
-275
| -29% | -$35.6K | 0.02% | 67 |
|
|
2019
Q2 | $133K | Buy |
954
+528
| +124% | +$73.6K | 0.04% | 55 |
|
|
2019
Q1 | $60K | Sell |
426
-60
| -12% | -$8.45K | 0.02% | 65 |
|
|
2018
Q4 | $63K | Buy |
486
+250
| +106% | +$32.4K | 0.02% | 67 |
|
|
2018
Q3 | $33K | Hold |
236
| – | – | 0.01% | 66 |
|
|
2018
Q2 | $29K | Sell |
236
-720
| -75% | -$88.5K | 0.01% | 64 |
|
|
2018
Q1 | $123K | Sell |
956
-680
| -42% | -$87.5K | 0.05% | 44 |
|
|
2017
Q4 | $229 | Hold |
1,636
| – | – | 0.07% | 30 |
|
|
2017
Q3 | $213K | Buy |
1,636
+1,400
| +593% | +$182K | 0.1% | 29 |
|
|
2017
Q2 | $31K | Buy |
236
+53
| +29% | +$6.96K | 0.02% | 41 |
|
|
2017
Q1 | $23K | Buy |
+183
| New | +$23K | 0.01% | 44 |
|