MSFP
Mark Sheptoff Financial Planning’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
35,138
+13
| +0% | +$1.99K | 2.86% | 9 |
|
|
2025
Q1 | $5.83M | Sell |
35,125
-272
| -0.8% | -$45.1K | 3.21% | 8 |
|
|
2024
Q4 | $5.12M | Sell |
35,397
-552
| -2% | -$79.8K | 2.75% | 8 |
|
|
2024
Q3 | $5.83M | Sell |
35,949
-1,282
| -3% | -$208K | 3.1% | 6 |
|
|
2024
Q2 | $5.44M | Sell |
37,231
-2,308
| -6% | -$337K | 3.04% | 6 |
|
|
2024
Q1 | $6.25M | Sell |
39,539
-1,666
| -4% | -$264K | 3.47% | 7 |
|
|
2023
Q4 | $6.46M | Sell |
41,205
-174
| -0.4% | -$27.3K | 3.89% | 6 |
|
|
2023
Q3 | $6.44M | Buy |
41,379
+1,021
| +3% | +$159K | 4.14% | 6 |
|
|
2023
Q2 | $6.68M | Sell |
40,358
-474
| -1% | -$78.5K | 3.81% | 6 |
|
|
2023
Q1 | $6.33M | Sell |
40,832
-299
| -0.7% | -$46.3K | 3.67% | 6 |
|
|
2022
Q4 | $7.27M | Sell |
41,131
-69
| -0.2% | -$12.2K | 4.26% | 6 |
|
|
2022
Q3 | $6.73M | Sell |
41,200
-135
| -0.3% | -$22.1K | 4.1% | 6 |
|
|
2022
Q2 | $7.34M | Buy |
41,335
+1
| +0% | +$178 | 4.22% | 6 |
|
|
2022
Q1 | $7.33M | Sell |
41,334
-1,124
| -3% | -$199K | 3.69% | 6 |
|
|
2021
Q4 | $7.26M | Buy |
42,458
+1,639
| +4% | +$280K | 3.47% | 8 |
|
|
2021
Q3 | $6.59M | Sell |
40,819
-1,225
| -3% | -$198K | 3.63% | 8 |
|
|
2021
Q2 | $6.93M | Sell |
42,044
-284
| -0.7% | -$46.8K | 3.71% | 7 |
|
|
2021
Q1 | $6.96M | Buy |
42,328
+2,115
| +5% | +$348K | 3.99% | 7 |
|
|
2020
Q4 | $6.33M | Buy |
40,213
+429
| +1% | +$67.5K | 3.6% | 8 |
|
|
2020
Q3 | $5.92M | Buy |
39,784
+2,787
| +8% | +$415K | 3.64% | 9 |
|
|
2020
Q2 | $5.2M | Buy |
36,997
+850
| +2% | +$120K | 3.37% | 8 |
|
|
2020
Q1 | $4.74M | Buy |
36,147
+625
| +2% | +$82K | 3.58% | 8 |
|
|
2019
Q4 | $5.18M | Sell |
35,522
-21,896
| -38% | -$3.19M | 3.26% | 7 |
|
|
2019
Q3 | $7.43M | Sell |
57,418
-198
| -0.3% | -$25.6K | 5.01% | 4 |
|
|
2019
Q2 | $8.03M | Sell |
57,616
-4,108
| -7% | -$572K | 5.48% | 3 |
|
|
2019
Q1 | $8.63M | Buy |
61,724
+462
| +0.8% | +$64.6K | 6.22% | 3 |
|
|
2018
Q4 | $7.91M | Sell |
61,262
-221
| -0.4% | -$28.5K | 6.57% | 2 |
|
|
2018
Q3 | $8.5M | Sell |
61,483
-153
| -0.2% | -$21.1K | 5.83% | 2 |
|
|
2018
Q2 | $7.48M | Buy |
61,636
+424
| +0.7% | +$51.4K | 5.53% | 2 |
|
|
2018
Q1 | $7.84M | Buy |
61,212
+4,560
| +8% | +$584K | 5.44% | 2 |
|
|
2017
Q4 | $7.92M | Sell |
56,652
-597
| -1% | -$83.4K | 5.15% | 2 |
|
|
2017
Q3 | $7.44M | Buy |
57,249
+44
| +0.1% | +$5.72K | 5% | 1 |
|
|
2017
Q2 | $7.57M | Buy |
57,205
+203
| +0.4% | +$26.9K | 5.2% | 1 |
|
|
2017
Q1 | $7.1M | Sell |
57,002
-296
| -0.5% | -$36.9K | 5.06% | 1 |
|
|
2016
Q4 | $6.6M | Buy |
57,298
+1,928
| +3% | +$222K | 4.9% | 2 |
|
|
2016
Q3 | $6.54M | Buy |
55,370
+207
| +0.4% | +$24.5K | 4.86% | 2 |
|
|
2016
Q2 | $6.69M | Sell |
55,163
-225
| -0.4% | -$27.3K | 5% | 2 |
|
|
2016
Q1 | $5.99M | Buy |
55,388
+654
| +1% | +$70.8K | 4.87% | 4 |
|
|
2015
Q4 | $5.62M | Buy |
54,734
+2,369
| +5% | +$243K | 4.56% | 4 |
|
|
2015
Q3 | $4.89M | Buy |
52,365
+504
| +1% | +$47K | 4.29% | 3 |
|
|
2015
Q2 | $5.05M | Sell |
51,861
-873
| -2% | -$85.1K | 4.09% | 3 |
|
|
2015
Q1 | $5.31M | Buy |
52,734
+807
| +2% | +$81.2K | 4.42% | 3 |
|
|
2014
Q4 | $5.43M | Buy |
51,927
+1,908
| +4% | +$200K | 4.8% | 1 |
|
|
2014
Q3 | $5.33M | Buy |
50,019
+781
| +2% | +$83.3K | 4.71% | 1 |
|
|
2014
Q2 | $5.15M | Sell |
49,238
-1,393
| -3% | -$146K | 4.4% | 1 |
|
|
2014
Q1 | $4.97M | Buy |
+50,631
| New | +$4.97M | 4.4% | 1 |
|