LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $41.2M | Sell |
269,734
-2,738
| -1% | -$418K | 0.36% | 47 |
|
2025
Q1 | $42.3M | Sell |
272,472
-8,659
| -3% | -$1.35M | 0.41% | 46 |
|
2024
Q4 | $43M | Sell |
281,131
-8,564
| -3% | -$1.31M | 0.37% | 47 |
|
2024
Q3 | $47.4M | Sell |
289,695
-8,393
| -3% | -$1.37M | 0.42% | 46 |
|
2024
Q2 | $45M | Sell |
298,088
-9,202
| -3% | -$1.39M | 0.41% | 50 |
|
2024
Q1 | $45.8M | Sell |
307,290
-21,632
| -7% | -$3.23M | 0.46% | 48 |
|
2023
Q4 | $52.3M | Sell |
328,922
-12,549
| -4% | -$1.99M | 0.52% | 43 |
|
2023
Q3 | $51.3M | Sell |
341,471
-25,335
| -7% | -$3.81M | 0.57% | 39 |
|
2023
Q2 | $60.7M | Buy |
366,806
+532
| +0.1% | +$88.1K | 0.65% | 38 |
|
2023
Q1 | $56.8M | Buy |
366,274
+5,633
| +2% | +$873K | 0.65% | 35 |
|
2022
Q4 | $63.7M | Sell |
360,641
-825
| -0.2% | -$146K | 0.79% | 34 |
|
2022
Q3 | $59M | Sell |
361,466
-304
| -0.1% | -$49.7K | 0.77% | 33 |
|
2022
Q2 | $64.2M | Buy |
361,770
+64
| +0% | +$11.4K | 0.79% | 35 |
|
2022
Q1 | $64.1M | Sell |
361,706
-10,111
| -3% | -$1.79M | 0.66% | 38 |
|
2021
Q4 | $63.6M | Sell |
371,817
-2,808
| -0.7% | -$480K | 0.58% | 40 |
|
2021
Q3 | $60.5M | Sell |
374,625
-4,966
| -1% | -$802K | 0.6% | 40 |
|
2021
Q2 | $62.5M | Sell |
379,591
-130
| -0% | -$21.4K | 0.63% | 41 |
|
2021
Q1 | $62.4M | Sell |
379,721
-5,316
| -1% | -$874K | 0.69% | 40 |
|
2020
Q4 | $60.6M | Sell |
385,037
-4,088
| -1% | -$643K | 0.68% | 40 |
|
2020
Q3 | $57.9M | Sell |
389,125
-9,514
| -2% | -$1.42M | 0.73% | 37 |
|
2020
Q2 | $56.1M | Sell |
398,639
-1,458
| -0.4% | -$205K | 0.77% | 35 |
|
2020
Q1 | $52.5M | Sell |
400,097
-27,765
| -6% | -$3.64M | 0.88% | 33 |
|
2019
Q4 | $62.4M | Sell |
427,862
-53,983
| -11% | -$7.87M | 0.84% | 33 |
|
2019
Q3 | $62.3M | Sell |
481,845
-18,030
| -4% | -$2.33M | 0.91% | 33 |
|
2019
Q2 | $69.6M | Sell |
499,875
-8,036
| -2% | -$1.12M | 1.01% | 31 |
|
2019
Q1 | $71M | Sell |
507,911
-3,333
| -0.7% | -$466K | 1.08% | 31 |
|
2018
Q4 | $66M | Buy |
511,244
+3,827
| +0.8% | +$494K | 1.19% | 28 |
|
2018
Q3 | $70.1M | Sell |
507,417
-2,693
| -0.5% | -$372K | 1.11% | 31 |
|
2018
Q2 | $61.9M | Sell |
510,110
-14,187
| -3% | -$1.72M | 1.07% | 31 |
|
2018
Q1 | $67.2M | Sell |
524,297
-65,899
| -11% | -$8.44M | 1.22% | 27 |
|
2017
Q4 | $82.5M | Sell |
590,196
-6,501
| -1% | -$908K | 1.51% | 23 |
|
2017
Q3 | $77.6M | Sell |
596,697
-745
| -0.1% | -$96.9K | 1.5% | 24 |
|
2017
Q2 | $79.3M | Sell |
597,442
-3,332
| -0.6% | -$442K | 1.58% | 23 |
|
2017
Q1 | $74.8M | Sell |
600,774
-1,895
| -0.3% | -$236K | 1.56% | 24 |
|
2016
Q4 | $69.4M | Sell |
602,669
-4,615
| -0.8% | -$532K | 1.55% | 23 |
|
2016
Q3 | $71.7M | Sell |
607,284
-5,188
| -0.8% | -$613K | 1.64% | 25 |
|
2016
Q2 | $74.3M | Sell |
612,472
-7,688
| -1% | -$933K | 1.71% | 24 |
|
2016
Q1 | $67.1M | Sell |
620,160
-10,232
| -2% | -$1.11M | 1.58% | 24 |
|
2015
Q4 | $64.8M | Sell |
630,392
-9,926
| -2% | -$1.02M | 1.6% | 25 |
|
2015
Q3 | $62.4M | Hold |
640,318
| – | – | 1.59% | 26 |
|
2015
Q2 | $62.4M | Sell |
640,318
-5,500
| -0.9% | -$536K | 1.59% | 26 |
|
2015
Q1 | $65M | Sell |
645,818
-11,545
| -2% | -$1.16M | 1.64% | 24 |
|
2014
Q4 | $68.7M | Buy |
657,363
+1,947
| +0.3% | +$204K | 1.76% | 19 |
|
2014
Q3 | $69.9M | Sell |
655,416
-2,870
| -0.4% | -$306K | 1.89% | 19 |
|
2014
Q2 | $68.9M | Sell |
658,286
-7,905
| -1% | -$827K | 1.86% | 20 |
|
2014
Q1 | $65.4M | Sell |
666,191
-2,074
| -0.3% | -$204K | 1.79% | 21 |
|
2013
Q4 | $61.2M | Sell |
668,265
-4,614
| -0.7% | -$423K | 1.69% | 20 |
|
2013
Q3 | $58.3M | Sell |
672,879
-8,619
| -1% | -$747K | 1.78% | 20 |
|
2013
Q2 | $58.5M | Buy |
+681,498
| New | +$58.5M | 1.83% | 19 |
|