SWA
SFMG Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.91M | Sell |
12,514
-381
| -3% | -$58.2K | 0.14% | 73 |
|
2025
Q1 | $2.14M | Sell |
12,895
-571
| -4% | -$94.7K | 0.17% | 68 |
|
2024
Q4 | $1.95M | Sell |
13,466
-158
| -1% | -$22.9K | 0.15% | 70 |
|
2024
Q3 | $2.21M | Sell |
13,624
-2
| -0% | -$324 | 0.18% | 63 |
|
2024
Q2 | $1.99M | Sell |
13,626
-718
| -5% | -$105K | 0.17% | 65 |
|
2024
Q1 | $2.27M | Buy |
14,344
+327
| +2% | +$51.7K | 0.2% | 61 |
|
2023
Q4 | $2.2M | Sell |
14,017
-255
| -2% | -$40K | 0.2% | 61 |
|
2023
Q3 | $2.22M | Sell |
14,272
-1,618
| -10% | -$252K | 0.23% | 59 |
|
2023
Q2 | $2.63M | Sell |
15,890
-141
| -0.9% | -$23.3K | 0.27% | 53 |
|
2023
Q1 | $2.48M | Buy |
16,031
+269
| +2% | +$41.7K | 0.27% | 52 |
|
2022
Q4 | $2.78M | Buy |
15,762
+227
| +1% | +$40.1K | 0.31% | 48 |
|
2022
Q3 | $2.53M | Buy |
15,535
+195
| +1% | +$31.7K | 0.29% | 48 |
|
2022
Q2 | $2.72M | Buy |
15,340
+336
| +2% | +$59.6K | 0.32% | 48 |
|
2022
Q1 | $2.66M | Sell |
15,004
-118
| -0.8% | -$20.9K | 0.26% | 51 |
|
2021
Q4 | $2.59M | Buy |
15,122
+235
| +2% | +$40.2K | 0.25% | 55 |
|
2021
Q3 | $2.4M | Buy |
14,887
+141
| +1% | +$22.8K | 0.27% | 54 |
|
2021
Q2 | $2.43M | Buy |
14,746
+516
| +4% | +$85K | 0.27% | 47 |
|
2021
Q1 | $2.34M | Buy |
14,230
+1,611
| +13% | +$265K | 0.27% | 48 |
|
2020
Q4 | $1.99M | Buy |
12,619
+3,436
| +37% | +$541K | 0.25% | 50 |
|
2020
Q3 | $1.37M | Buy |
9,183
+982
| +12% | +$146K | 0.19% | 50 |
|
2020
Q2 | $1.15M | Sell |
8,201
-24
| -0.3% | -$3.37K | 0.16% | 52 |
|
2020
Q1 | $1.08M | Sell |
8,225
-37
| -0.4% | -$4.85K | 0.16% | 39 |
|
2019
Q4 | $1.21M | Buy |
8,262
+39
| +0.5% | +$5.69K | 0.15% | 56 |
|
2019
Q3 | $1.06M | Sell |
8,223
-462
| -5% | -$59.8K | 0.14% | 53 |
|
2019
Q2 | $1.14M | Sell |
8,685
-988
| -10% | -$129K | 0.15% | 41 |
|
2019
Q1 | $1.35M | Buy |
9,673
+129
| +1% | +$18K | 0.2% | 35 |
|
2018
Q4 | $1.23M | Sell |
9,544
-6,316
| -40% | -$815K | 0.2% | 37 |
|
2018
Q3 | $2.23M | Sell |
15,860
-1,698
| -10% | -$239K | 0.34% | 26 |
|
2018
Q2 | $2.13M | Buy |
17,558
+9,682
| +123% | +$1.18M | 0.35% | 26 |
|
2018
Q1 | $1.01M | Buy |
7,876
+317
| +4% | +$40.6K | 0.17% | 46 |
|
2017
Q4 | $1.06M | Buy |
7,559
+808
| +12% | +$113K | 0.18% | 43 |
|
2017
Q3 | $878K | Buy |
6,751
+25
| +0.4% | +$3.25K | 0.17% | 43 |
|
2017
Q2 | $890K | Buy |
6,726
+63
| +0.9% | +$8.34K | 0.18% | 45 |
|
2017
Q1 | $830K | Buy |
6,663
+52
| +0.8% | +$6.48K | 0.17% | 47 |
|
2016
Q4 | $762K | Buy |
6,611
+548
| +9% | +$63.2K | 0.16% | 50 |
|
2016
Q3 | $716K | Buy |
6,063
+225
| +4% | +$26.6K | 0.16% | 53 |
|
2016
Q2 | $708K | Sell |
5,838
-108
| -2% | -$13.1K | 0.16% | 54 |
|
2016
Q1 | $643K | Buy |
5,946
+300
| +5% | +$32.4K | 0.14% | 53 |
|
2015
Q4 | $580K | Sell |
5,646
-40
| -0.7% | -$4.11K | 0.13% | 69 |
|
2015
Q3 | $531K | Sell |
5,686
-9,790
| -63% | -$914K | 0.13% | 72 |
|
2015
Q2 | $1.51M | Sell |
15,476
-18,694
| -55% | -$1.82M | 0.34% | 39 |
|
2015
Q1 | $3.44M | Buy |
34,170
+18,481
| +118% | +$1.86M | 0.28% | 36 |
|
2014
Q4 | $1.64M | Buy |
15,689
+10,289
| +191% | +$1.08M | 0.37% | 33 |
|
2014
Q3 | $576K | Buy |
5,400
+406
| +8% | +$43.3K | 0.18% | 39 |
|
2014
Q2 | $523K | Sell |
4,994
-343
| -6% | -$35.9K | 0.18% | 39 |
|
2014
Q1 | $367K | Buy |
5,337
+216
| +4% | +$14.9K | 0.12% | 47 |
|
2013
Q4 | $469K | Buy |
5,121
+926
| +22% | +$84.8K | 0.16% | 42 |
|
2013
Q3 | $364K | Buy |
4,195
+300
| +8% | +$26K | 0.15% | 45 |
|
2013
Q2 | $334K | Buy |
+3,895
| New | +$334K | 0.13% | 49 |
|