SWA
Safir Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,357
| Closed | -$220K | – | 17 |
|
|
2024
Q3 | $220K | Buy |
+1,357
| New | +$220K | 0.17% | 15 |
|
|
2024
Q2 | – | Sell |
-1,357
| Closed | -$215K | – | 16 |
|
|
2024
Q1 | $215K | Hold |
1,357
| – | – | 0.18% | 14 |
|
|
2023
Q4 | $213K | Hold |
1,357
| – | – | 0.19% | 14 |
|
|
2023
Q3 | $211K | Hold |
1,357
| – | – | 0.2% | 14 |
|
|
2023
Q2 | $225K | Hold |
1,357
| – | – | 0.21% | 14 |
|
|
2023
Q1 | $210K | Hold |
1,357
| – | – | 0.21% | 13 |
|
|
2022
Q4 | $240K | Hold |
1,357
| – | – | 0.24% | 12 |
|
|
2022
Q3 | $222K | Hold |
1,357
| – | – | 0.23% | 12 |
|
|
2022
Q2 | $241K | Hold |
1,357
| – | – | 0.24% | 12 |
|
|
2022
Q1 | $241K | Buy |
+1,357
| New | +$241K | 0.2% | 12 |
|
|
2021
Q1 | – | Sell |
-638
| Closed | -$100K | – | 26 |
|
|
2020
Q4 | $100K | Buy |
+638
| New | +$100K | 0.09% | 19 |
|