OWM
Orgel Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
+1,807
| New | +$276K | 0.01% | 77 |
|
|
2024
Q4 | – | Sell |
-1,359
| Closed | -$220K | – | 89 |
|
|
2024
Q3 | $220K | Buy |
+1,359
| New | +$220K | 0.01% | 80 |
|
|
2024
Q2 | – | Sell |
-1,369
| Closed | -$217K | – | 81 |
|
|
2024
Q1 | $217K | Sell |
1,369
-553
| -29% | -$87.5K | 0.01% | 77 |
|
|
2023
Q4 | $301K | Sell |
1,922
-89
| -4% | -$14K | 0.01% | 70 |
|
|
2023
Q3 | $313K | Buy |
2,011
+713
| +55% | +$111K | 0.01% | 64 |
|
|
2023
Q2 | $215K | Hold |
1,298
| – | – | 0.01% | 73 |
|
|
2023
Q1 | $201K | Sell |
1,298
-136
| -9% | -$21.1K | 0.01% | 72 |
|
|
2022
Q4 | $253K | Sell |
1,434
-112
| -7% | -$19.8K | 0.01% | 66 |
|
|
2022
Q3 | $253K | Buy |
1,546
+207
| +15% | +$33.9K | 0.01% | 59 |
|
|
2022
Q2 | $238K | Sell |
1,339
-5
| -0.4% | -$889 | 0.01% | 60 |
|
|
2022
Q1 | $238K | Sell |
1,344
-25
| -2% | -$4.43K | 0.02% | 58 |
|
|
2021
Q4 | $234K | Sell |
1,369
-3
| -0.2% | -$513 | 0.02% | 58 |
|
|
2021
Q3 | $222K | Buy |
1,372
+28
| +2% | +$4.53K | 0.03% | 55 |
|
|
2021
Q2 | $221K | Hold |
1,344
| – | – | 0.03% | 56 |
|
|
2021
Q1 | $221K | Hold |
1,344
| – | – | 0.03% | 55 |
|
|
2020
Q4 | $212K | Sell |
1,344
-250
| -16% | -$39.4K | 0.04% | 48 |
|
|
2020
Q3 | $237K | Buy |
1,594
+140
| +10% | +$20.8K | 0.07% | 46 |
|
|
2020
Q2 | $204K | Sell |
1,454
-149
| -9% | -$20.9K | 0.08% | 51 |
|
|
2020
Q1 | $210K | Buy |
1,603
+159
| +11% | +$20.8K | 0.08% | 36 |
|
|
2019
Q4 | $211K | Sell |
1,444
-301
| -17% | -$44K | 0.06% | 48 |
|
|
2019
Q3 | $226K | Sell |
1,745
-57
| -3% | -$7.38K | 0.08% | 43 |
|
|
2019
Q2 | $251K | Sell |
1,802
-200
| -10% | -$27.9K | 0.1% | 33 |
|
|
2019
Q1 | $280K | Sell |
2,002
-88
| -4% | -$12.3K | 0.09% | 32 |
|
|
2018
Q4 | $270K | Sell |
2,090
-229
| -10% | -$29.6K | 0.08% | 34 |
|
|
2018
Q3 | $320K | Hold |
2,319
| – | – | 0.14% | 29 |
|
|
2018
Q2 | $281K | Buy |
2,319
+100
| +5% | +$12.1K | 0.07% | 30 |
|
|
2018
Q1 | $284K | Buy |
2,219
+243
| +12% | +$31.1K | 0.07% | 30 |
|
|
2017
Q4 | $276K | Sell |
1,976
-13
| -0.7% | -$1.82K | 0.07% | 33 |
|
|
2017
Q3 | $259K | Sell |
1,989
-100
| -5% | -$13K | 0.09% | 23 |
|
|
2017
Q2 | $276K | Sell |
2,089
-16
| -0.8% | -$2.11K | 0.1% | 15 |
|
|
2017
Q1 | $263K | Buy |
+2,105
| New | +$263K | 0.12% | 16 |
|
|
2016
Q4 | – | Sell |
-1,809
| Closed | -$214K | – | 24 |
|
|
2016
Q3 | $214K | Sell |
1,809
-400
| -18% | -$47.3K | 0.15% | 19 |
|
|
2016
Q2 | $268K | Sell |
2,209
-264
| -11% | -$32K | 0.12% | 17 |
|
|
2016
Q1 | $268K | Buy |
2,473
+14
| +0.6% | +$1.52K | 0.17% | 16 |
|
|
2015
Q4 | $253K | Buy |
+2,459
| New | +$253K | 0.22% | 19 |
|