SDWMA
Schneider Downs Wealth Management Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
2,345
-282
| -11% | -$43.1K | 0.05% | 110 |
|
|
2025
Q1 | $436K | Sell |
2,627
-484
| -16% | -$80.3K | 0.08% | 94 |
|
|
2024
Q4 | $450K | Sell |
3,111
-95
| -3% | -$13.7K | 0.08% | 94 |
|
|
2024
Q3 | $520K | Sell |
3,206
-66
| -2% | -$10.7K | 0.11% | 82 |
|
|
2024
Q2 | $478K | Sell |
3,272
-546
| -14% | -$79.8K | 0.11% | 79 |
|
|
2024
Q1 | $604K | Buy |
3,818
+1,763
| +86% | +$279K | 0.14% | 64 |
|
|
2023
Q4 | $322K | Sell |
2,055
-128
| -6% | -$20.1K | 0.08% | 87 |
|
|
2023
Q3 | $340K | Buy |
2,183
+424
| +24% | +$66K | 0.08% | 77 |
|
|
2023
Q2 | $291K | Sell |
1,759
-100
| -5% | -$16.6K | 0.07% | 89 |
|
|
2023
Q1 | $288K | Buy |
1,859
+168
| +10% | +$26K | 0.06% | 90 |
|
|
2022
Q4 | $299K | Sell |
1,691
-2,329
| -58% | -$411K | 0.07% | 92 |
|
|
2022
Q3 | $657K | Sell |
4,020
-475
| -11% | -$77.6K | 0.19% | 46 |
|
|
2022
Q2 | $798K | Buy |
4,495
+464
| +12% | +$82.4K | 0.22% | 46 |
|
|
2022
Q1 | $714K | Sell |
4,031
-298
| -7% | -$52.8K | 0.18% | 59 |
|
|
2021
Q4 | $741K | Sell |
4,329
-480
| -10% | -$82.2K | 0.18% | 66 |
|
|
2021
Q3 | $777K | Buy |
4,809
+475
| +11% | +$76.7K | 0.2% | 60 |
|
|
2021
Q2 | $714K | Sell |
4,334
-123
| -3% | -$20.3K | 0.18% | 54 |
|
|
2021
Q1 | $733K | Buy |
4,457
+2,298
| +106% | +$378K | 0.18% | 48 |
|
|
2020
Q4 | $340K | Buy |
2,159
+200
| +10% | +$31.5K | 0.09% | 61 |
|
|
2020
Q3 | $292K | Buy |
+1,959
| New | +$292K | 0.1% | 71 |
|
|
2019
Q3 | – | Sell |
-1,637
| Closed | -$228K | – | 71 |
|
|
2019
Q2 | $228K | Buy |
1,637
+11
| +0.7% | +$1.53K | 0.08% | 62 |
|
|
2019
Q1 | $227K | Sell |
1,626
-155
| -9% | -$21.6K | 0.09% | 60 |
|
|
2018
Q4 | $230K | Hold |
1,781
| – | – | 0.1% | 55 |
|
|
2018
Q3 | $246K | Sell |
1,781
-120
| -6% | -$16.6K | 0.16% | 48 |
|
|
2018
Q2 | $231K | Buy |
+1,901
| New | +$231K | 0.15% | 48 |
|