SWM
Selective Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
1,862
| – | – | 0.11% | 81 |
|
|
2025
Q1 | $283K | Hold |
1,862
| – | – | 0.12% | 79 |
|
|
2024
Q4 | $270K | Sell |
1,862
-20
| -1% | -$2.9K | 0.11% | 85 |
|
|
2024
Q3 | $301K | Buy |
1,882
+5
| +0.3% | +$799 | 0.12% | 85 |
|
|
2024
Q2 | $276K | Sell |
1,877
-33
| -2% | -$4.85K | 0.12% | 87 |
|
|
2024
Q1 | $287K | Sell |
1,910
-33
| -2% | -$4.96K | 0.12% | 85 |
|
|
2023
Q4 | $312K | Sell |
1,943
-293
| -13% | -$47.1K | 0.16% | 66 |
|
|
2023
Q3 | $348K | Sell |
2,236
-382
| -15% | -$59.4K | 0.19% | 57 |
|
|
2023
Q2 | $418K | Buy |
+2,618
| New | +$418K | 0.21% | 61 |
|
|
2022
Q4 | $395K | Buy |
2,338
+270
| +13% | +$45.6K | 0.21% | 68 |
|
|
2022
Q3 | $338K | Sell |
2,068
-3,089
| -60% | -$505K | 0.14% | 86 |
|
|
2022
Q2 | $915K | Buy |
5,157
+3,457
| +203% | +$613K | 0.33% | 44 |
|
|
2022
Q1 | $301K | Sell |
1,700
-497
| -23% | -$88K | 0.11% | 96 |
|
|
2021
Q4 | $376K | Buy |
2,197
+6
| +0.3% | +$1.03K | 0.15% | 74 |
|
|
2021
Q3 | $354K | Buy |
2,191
+387
| +21% | +$62.5K | 0.19% | 59 |
|
|
2021
Q2 | $297K | Buy |
1,804
+217
| +14% | +$35.7K | 0.24% | 45 |
|
|
2021
Q1 | $261K | Buy |
1,587
+43
| +3% | +$7.07K | 0.24% | 46 |
|
|
2020
Q4 | $243K | Buy |
1,544
+255
| +20% | +$40.1K | 0.16% | 51 |
|
|
2020
Q3 | $192K | Buy |
1,289
+5
| +0.4% | +$745 | 0.15% | 49 |
|
|
2020
Q2 | $181K | Buy |
1,284
+175
| +16% | +$24.7K | 0.15% | 53 |
|
|
2020
Q1 | $145K | Sell |
1,109
-11
| -1% | -$1.44K | 0.23% | 31 |
|
|
2019
Q4 | $164K | Buy |
1,120
+5
| +0.4% | +$732 | 0.2% | 37 |
|
|
2019
Q3 | $144K | Sell |
1,115
-1,121
| -50% | -$145K | 0.2% | 40 |
|
|
2019
Q2 | $311K | Buy |
+2,236
| New | +$311K | 0.5% | 26 |
|
|
2018
Q3 | $105K | Buy |
+760
| New | +$105K | 1.26% | 21 |
|