PWA
Phoenix Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Sell |
19,850
-186
| -0.9% | -$28.4K | 1.27% | 20 |
|
|
2025
Q1 | $3.32M | Sell |
20,036
-536
| -3% | -$88.9K | 1.45% | 18 |
|
|
2024
Q4 | $2.98M | Sell |
20,572
-970
| -5% | -$140K | 1.29% | 22 |
|
|
2024
Q3 | $3.49M | Sell |
21,542
-578
| -3% | -$93.7K | 1.62% | 14 |
|
|
2024
Q2 | $3.23M | Buy |
22,120
+862
| +4% | +$126K | 1.62% | 17 |
|
|
2024
Q1 | $3.36M | Buy |
21,258
+288
| +1% | +$45.6K | 2.05% | 14 |
|
|
2023
Q4 | $3.35M | Sell |
20,970
-62
| -0.3% | -$9.92K | 2.34% | 10 |
|
|
2023
Q3 | $3.28M | Buy |
21,032
+373
| +2% | +$58.1K | 1.92% | 10 |
|
|
2023
Q2 | $3.42M | Sell |
20,659
-129
| -0.6% | -$21.4K | 1.99% | 8 |
|
|
2023
Q1 | $3.22M | Buy |
20,788
+793
| +4% | +$123K | 1.99% | 9 |
|
|
2022
Q4 | $3.53M | Buy |
19,995
+252
| +1% | +$44.5K | 2.12% | 6 |
|
|
2022
Q3 | $3.23M | Sell |
19,743
-131
| -0.7% | -$21.4K | 3.23% | 3 |
|
|
2022
Q2 | $3.53M | Buy |
19,874
+404
| +2% | +$71.7K | 3.48% | 3 |
|
|
2022
Q1 | $3.55M | Buy |
19,470
+758
| +4% | +$138K | 3.67% | 3 |
|
|
2021
Q4 | $3.2M | Buy |
18,712
+1,175
| +7% | +$201K | 2.42% | 11 |
|
|
2021
Q3 | $2.83M | Buy |
17,537
+158
| +0.9% | +$25.5K | 2.11% | 15 |
|
|
2021
Q2 | $2.92M | Buy |
17,379
+737
| +4% | +$124K | 2.11% | 10 |
|
|
2021
Q1 | $2.71M | Buy |
16,642
+776
| +5% | +$126K | 2.11% | 12 |
|
|
2020
Q4 | $2.5M | Buy |
+15,866
| New | +$2.5M | 1.9% | 14 |
|