SMA
Sage Mountain Advisors’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.82M | Buy |
18,460
+2,052
| +13% | +$313K | 0.18% | 67 |
|
2025
Q1 | $2.72M | Buy |
16,408
+1,844
| +13% | +$306K | 0.2% | 62 |
|
2024
Q4 | $2.11M | Buy |
14,564
+67
| +0.5% | +$9.69K | 0.15% | 73 |
|
2024
Q3 | $2.35M | Buy |
14,497
+3,329
| +30% | +$539K | 0.2% | 59 |
|
2024
Q2 | $1.63M | Buy |
11,168
+165
| +1% | +$24.1K | 0.15% | 69 |
|
2024
Q1 | $1.74M | Buy |
11,003
+363
| +3% | +$57.4K | 0.18% | 63 |
|
2023
Q4 | $1.67M | Sell |
10,640
-910
| -8% | -$143K | 0.19% | 60 |
|
2023
Q3 | $1.8M | Sell |
11,550
-1
| -0% | -$156 | 0.25% | 51 |
|
2023
Q2 | $1.91M | Buy |
11,551
+711
| +7% | +$118K | 0.27% | 49 |
|
2023
Q1 | $1.68M | Buy |
10,840
+4,818
| +80% | +$747K | 0.27% | 47 |
|
2022
Q4 | $1.06M | Buy |
6,022
+677
| +13% | +$120K | 0.24% | 39 |
|
2022
Q3 | $873K | Buy |
5,345
+130
| +2% | +$21.2K | 0.23% | 38 |
|
2022
Q2 | $926K | Sell |
5,215
-156
| -3% | -$27.7K | 0.16% | 99 |
|
2022
Q1 | $952K | Sell |
5,371
-4,031
| -43% | -$714K | 0.15% | 117 |
|
2021
Q4 | $1.61M | Buy |
9,402
+640
| +7% | +$109K | 0.19% | 76 |
|
2021
Q3 | $1.42M | Sell |
8,762
-8
| -0.1% | -$1.29K | 0.2% | 82 |
|
2021
Q2 | $1.45M | Buy |
8,770
+2,103
| +32% | +$347K | 0.24% | 70 |
|
2021
Q1 | $1.1M | Buy |
6,667
+3,329
| +100% | +$547K | 0.23% | 68 |
|
2020
Q4 | $525K | Buy |
+3,338
| New | +$525K | 0.17% | 87 |
|