SWM
SFG Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,603
| Closed | -$232K | – | 124 |
|
|
2024
Q4 | $232K | Sell |
1,603
-138
| -8% | -$20K | 0.12% | 89 |
|
|
2024
Q3 | $282K | Buy |
1,741
+186
| +12% | +$30.2K | 0.15% | 74 |
|
|
2024
Q2 | $227K | Sell |
1,555
-32
| -2% | -$4.68K | 0.13% | 83 |
|
|
2024
Q1 | $251K | Sell |
1,587
-5
| -0.3% | -$791 | 0.15% | 84 |
|
|
2023
Q4 | $250K | Sell |
1,592
-2,229
| -58% | -$349K | 0.17% | 84 |
|
|
2023
Q3 | $595K | Sell |
3,821
-121
| -3% | -$18.8K | 0.47% | 39 |
|
|
2023
Q2 | $653K | Buy |
3,942
+886
| +29% | +$147K | 0.55% | 34 |
|
|
2023
Q1 | $474K | Buy |
+3,056
| New | +$474K | 0.52% | 34 |
|