Schwarz Dygos Wheeler Investment Advisors’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
13,087
-536
| -4% | -$81.9K | 0.46% | 48 |
|
|
2025
Q1 | $2.26M | Sell |
13,623
-87
| -0.6% | -$14.4K | 0.54% | 44 |
|
|
2024
Q4 | $1.98M | Sell |
13,710
-106
| -0.8% | -$15.3K | 0.49% | 45 |
|
|
2024
Q3 | $2.24M | Sell |
13,816
-33
| -0.2% | -$5.35K | 0.56% | 42 |
|
|
2024
Q2 | $2.02M | Sell |
13,849
-242
| -2% | -$35.4K | 0.54% | 38 |
|
|
2024
Q1 | $2.23M | Buy |
14,091
+6
| +0% | +$949 | 0.62% | 39 |
|
|
2023
Q4 | $2.21M | Buy |
14,085
+82
| +0.6% | +$12.9K | 0.68% | 36 |
|
|
2023
Q3 | $2.18M | Buy |
14,003
+172
| +1% | +$26.8K | 0.74% | 36 |
|
|
2023
Q2 | $2.29M | Buy |
13,831
+160
| +1% | +$26.5K | 0.75% | 35 |
|
|
2023
Q1 | $2.12M | Buy |
13,671
+438
| +3% | +$67.9K | 0.77% | 34 |
|
|
2022
Q4 | $2.34M | Buy |
13,233
+368
| +3% | +$65K | 0.92% | 32 |
|
|
2022
Q3 | $2.1M | Sell |
12,865
-129
| -1% | -$21.1K | 0.93% | 30 |
|
|
2022
Q2 | $2.31M | Sell |
12,994
-758
| -6% | -$135K | 0.93% | 29 |
|
|
2022
Q1 | $2.44M | Buy |
13,752
+7
| +0.1% | +$1.24K | 0.82% | 32 |
|
|
2021
Q4 | $2.35M | Sell |
13,745
-66
| -0.5% | -$11.3K | 0.8% | 35 |
|
|
2021
Q3 | $2.23M | Buy |
13,811
+11
| +0.1% | +$1.78K | 0.82% | 37 |
|
|
2021
Q2 | $2.27M | Buy |
13,800
+288
| +2% | +$47.4K | 0.83% | 37 |
|
|
2021
Q1 | $2.22M | Buy |
13,512
+2,199
| +19% | +$361K | 0.92% | 31 |
|
|
2020
Q4 | $1.78M | Buy |
11,313
+288
| +3% | +$45.3K | 0.86% | 30 |
|
|
2020
Q3 | $1.64M | Buy |
11,025
+240
| +2% | +$35.7K | 0.93% | 29 |
|
|
2020
Q2 | $1.57M | Buy |
10,785
+283
| +3% | +$41.1K | 1.02% | 26 |
|
|
2020
Q1 | $1.38M | Buy |
10,502
+45
| +0.4% | +$5.9K | 1.17% | 24 |
|
|
2019
Q4 | $1.53M | Buy |
10,457
+529
| +5% | +$77.1K | 1.04% | 25 |
|
|
2019
Q3 | $1.28M | Sell |
9,928
-77
| -0.8% | -$9.96K | 1.02% | 25 |
|
|
2019
Q2 | $1.39M | Sell |
10,005
-34
| -0.3% | -$4.74K | 1.15% | 23 |
|
|
2019
Q1 | $1.4M | Buy |
10,039
+101
| +1% | +$14.1K | 1.2% | 24 |
|
|
2018
Q4 | $1.28M | Buy |
+9,938
| New | +$1.28M | 1.38% | 19 |
|