OWA
One Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Sell |
6,294
-414
| -6% | -$63.2K | 0.13% | 93 |
|
|
2025
Q1 | $1.11M | Buy |
6,708
+723
| +12% | +$120K | 0.17% | 87 |
|
|
2024
Q4 | $866K | Buy |
5,985
+379
| +7% | +$54.8K | 0.13% | 83 |
|
|
2024
Q3 | $909K | Sell |
5,606
-152
| -3% | -$24.6K | 0.14% | 81 |
|
|
2024
Q2 | $925K | Buy |
5,758
+2,348
| +69% | +$377K | 0.2% | 63 |
|
|
2024
Q1 | $539K | Buy |
3,410
+1,737
| +104% | +$275K | 0.09% | 117 |
|
|
2023
Q4 | $262K | Buy |
1,673
+15
| +0.9% | +$2.35K | 0.05% | 175 |
|
|
2023
Q3 | $258K | Sell |
1,658
-1,337
| -45% | -$208K | 0.06% | 155 |
|
|
2023
Q2 | $496K | Buy |
2,995
+156
| +5% | +$25.8K | 0.1% | 104 |
|
|
2023
Q1 | $440K | Buy |
2,839
+279
| +11% | +$43.2K | 0.1% | 110 |
|
|
2022
Q4 | $452K | Sell |
2,560
-429
| -14% | -$75.8K | 0.1% | 101 |
|
|
2022
Q3 | $488K | Buy |
2,989
+12
| +0.4% | +$1.96K | 0.16% | 77 |
|
|
2022
Q2 | $528K | Buy |
2,977
+602
| +25% | +$107K | 0.14% | 84 |
|
|
2022
Q1 | $421K | Buy |
2,375
+319
| +16% | +$56.5K | 0.1% | 105 |
|
|
2021
Q4 | $352K | Buy |
2,056
+39
| +2% | +$6.68K | 0.09% | 117 |
|
|
2021
Q3 | $326K | Buy |
2,017
+8
| +0.4% | +$1.29K | 0.1% | 133 |
|
|
2021
Q2 | $331K | Sell |
2,009
-250
| -11% | -$41.2K | 0.1% | 110 |
|
|
2021
Q1 | $371K | Sell |
2,259
-205
| -8% | -$33.7K | 0.14% | 84 |
|
|
2020
Q4 | $388K | Buy |
2,464
+151
| +7% | +$23.8K | 0.21% | 62 |
|
|
2020
Q3 | $344K | Buy |
2,313
+476
| +26% | +$70.8K | 0.24% | 49 |
|
|
2020
Q2 | $258K | Buy |
+1,837
| New | +$258K | 0.2% | 60 |
|
|
2019
Q4 | – | Sell |
-1,904
| Closed | -$246K | – | 123 |
|
|
2019
Q3 | $246K | Sell |
1,904
-498
| -21% | -$64.3K | 0.22% | 79 |
|
|
2019
Q2 | $335K | Sell |
2,402
-68
| -3% | -$9.48K | 0.28% | 61 |
|
|
2019
Q1 | $345K | Buy |
2,470
+831
| +51% | +$116K | 0.28% | 57 |
|
|
2018
Q4 | $211K | Buy |
1,639
+1,427
| +673% | +$184K | 0.21% | 87 |
|
|
2018
Q3 | $29K | Buy |
212
+49
| +30% | +$6.7K | 0.02% | 293 |
|
|
2018
Q2 | $20K | Sell |
163
-26
| -14% | -$3.19K | 0.02% | 309 |
|
|
2018
Q1 | $24K | Buy |
189
+64
| +51% | +$8.13K | 0.02% | 290 |
|
|
2017
Q4 | $17K | Buy |
+125
| New | +$17K | 0.01% | 335 |
|