MWM
MinichMacGregor Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
1,622
+258
| +19% | +$39.4K | 0.05% | 109 |
|
|
2025
Q1 | $226K | Buy |
+1,364
| New | +$226K | 0.05% | 116 |
|
|
2024
Q4 | – | Sell |
-1,517
| Closed | -$246K | – | 125 |
|
|
2024
Q3 | $246K | Buy |
1,517
+3
| +0.2% | +$486 | 0.05% | 101 |
|
|
2024
Q2 | $221K | Sell |
1,514
-60
| -4% | -$8.77K | 0.05% | 96 |
|
|
2024
Q1 | $248K | Sell |
1,574
-2,233
| -59% | -$352K | 0.06% | 92 |
|
|
2023
Q4 | $597K | Buy |
3,807
+1,004
| +36% | +$157K | 0.17% | 53 |
|
|
2023
Q3 | $437K | Sell |
2,803
-2
| -0.1% | -$312 | 0.14% | 61 |
|
|
2023
Q2 | $464K | Sell |
2,805
-190
| -6% | -$31.5K | 0.15% | 61 |
|
|
2023
Q1 | $464K | Buy |
2,995
+1,261
| +73% | +$195K | 0.15% | 59 |
|
|
2022
Q4 | $306K | Buy |
1,734
+78
| +5% | +$13.8K | 0.11% | 60 |
|
|
2022
Q3 | $270K | Sell |
1,656
-8
| -0.5% | -$1.3K | 0.11% | 65 |
|
|
2022
Q2 | $295K | Sell |
1,664
-6
| -0.4% | -$1.06K | 0.12% | 58 |
|
|
2022
Q1 | $296K | Sell |
1,670
-32
| -2% | -$5.67K | 0.09% | 74 |
|
|
2021
Q4 | $291K | Sell |
1,702
-290
| -15% | -$49.6K | 0.09% | 73 |
|
|
2021
Q3 | $321K | Buy |
1,992
+3
| +0.2% | +$483 | 0.11% | 63 |
|
|
2021
Q2 | $327K | Sell |
1,989
-283
| -12% | -$46.5K | 0.11% | 63 |
|
|
2021
Q1 | $373K | Buy |
2,272
+238
| +12% | +$39.1K | 0.14% | 61 |
|
|
2020
Q4 | $320K | Sell |
2,034
-678
| -25% | -$107K | 0.13% | 59 |
|
|
2020
Q3 | $403K | Buy |
2,712
+206
| +8% | +$30.6K | 0.19% | 49 |
|
|
2020
Q2 | $352K | Sell |
2,506
-2,880
| -53% | -$405K | 0.19% | 50 |
|
|
2020
Q1 | $795K | Buy |
5,386
+2,944
| +121% | +$435K | 0.71% | 39 |
|
|
2019
Q4 | $356K | Sell |
2,442
-558
| -19% | -$81.3K | 0.2% | 42 |
|
|
2019
Q3 | $388K | Buy |
3,000
+497
| +20% | +$64.3K | 0.26% | 39 |
|
|
2019
Q2 | $348K | Sell |
2,503
-24
| -0.9% | -$3.34K | 0.24% | 37 |
|
|
2019
Q1 | $351K | Sell |
2,527
-17,914
| -88% | -$2.49M | 0.26% | 38 |
|
|
2018
Q4 | $2.66M | Buy |
20,441
+17,798
| +673% | +$2.31M | 1.82% | 16 |
|
|
2018
Q3 | $369K | Buy |
2,643
+24
| +0.9% | +$3.35K | 0.24% | 31 |
|
|
2018
Q2 | $318K | Sell |
2,619
-46
| -2% | -$5.59K | 0.23% | 34 |
|
|
2018
Q1 | $341K | Buy |
2,665
+182
| +7% | +$23.3K | 0.27% | 32 |
|
|
2017
Q4 | $347K | Buy |
2,483
+26
| +1% | +$3.63K | 0.27% | 30 |
|
|
2017
Q3 | $319K | Hold |
2,457
| – | – | 0.26% | 29 |
|
|
2017
Q2 | $325K | Buy |
2,457
+88
| +4% | +$11.6K | 0.28% | 29 |
|
|
2017
Q1 | $295K | Buy |
2,369
+127
| +6% | +$15.8K | 0.27% | 29 |
|
|
2016
Q4 | $258K | Buy |
2,242
+4
| +0.2% | +$460 | 0.24% | 31 |
|
|
2016
Q3 | $264K | Buy |
2,238
+60
| +3% | +$7.08K | 0.25% | 33 |
|
|
2016
Q2 | $264K | Buy |
2,178
+13
| +0.6% | +$1.58K | 0.25% | 32 |
|
|
2016
Q1 | $234K | Sell |
2,165
-109
| -5% | -$11.8K | 0.23% | 34 |
|
|
2015
Q4 | $227K | Buy |
+2,274
| New | +$227K | 0.21% | 34 |
|