Shakespeare Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$810K	Hold	3,314	–	–	0.19%	48
2025 Q4	$686K	Buy	3,314 +108	+3%	+$21.4K	0.15%	54
2025 Q3	$594K	Buy	3,206 +25	+0.8%	+$4.28K	0.14%	57
2025 Q2	$486K	Sell	3,181 -483	-13%	-$74.2K	0.13%	62
2025 Q1	$608K	Hold	3,664	–	–	0.16%	53
2024 Q4	$530K	Buy	3,664 +15	+0.4%	+$2.32K	0.14%	61
2024 Q3	$591K	Buy	3,649 +88	+2%	+$14K	0.15%	57
2024 Q2	$520K	Buy	3,561 +46	+1%	+$6.84K	0.15%	56
2024 Q1	$556K	Buy	3,515 +61	+2%	+$9.71K	0.16%	52
2023 Q4	$541K	Sell	3,454 -13	-0.4%	-$1.99K	0.17%	53
2023 Q3	$540K	Buy	3,467 +163	+5%	+$26.9K	0.19%	48
2023 Q2	$547K	Buy	3,304 +12	+0.4%	+$1.94K	0.19%	46
2023 Q1	$510K	Hold	3,292	–	–	0.18%	46
2022 Q4	$582K	Hold	3,292	–	–	0.21%	43
2022 Q3	$538K	Buy	3,292 +37	+1%	+$6.26K	0.23%	45
2022 Q2	$576K	Buy	3,255 +50	+2%	+$8.91K	0.23%	42
2022 Q1	$566K	Hold	3,205	–	–	0.2%	44
2021 Q4	$548K	Sell	3,205 -116	-3%	-$19K	0.2%	45
2021 Q3	$533K	Buy	3,321 +129	+4%	+$22K	0.2%	46
2021 Q2	$553K	Sell	3,192 -1,242	-28%	-$206K	0.21%	45
2021 Q1	$729K	Hold	4,434	–	–	0.3%	38
2020 Q4	$698K	Hold	4,434	–	–	0.3%	38
2020 Q3	$660K	Buy	4,434 +1,103	+33%	+$163K	0.35%	37
2020 Q2	$468K	Hold	3,331	–	–	0.27%	43
2020 Q1	$437K	Sell	3,331 -7	-0.2%	-$993	0.3%	42
2019 Q4	$487K	Sell	3,338 -3	-0.1%	-$407	0.26%	45
2019 Q3	$432K	Buy	3,341 +15	+0.5%	+$1.98K	0.25%	46
2019 Q2	$463K	Sell	3,326 -3	-0.1%	-$415	0.3%	43
2019 Q1	$465K	Sell	3,329 -3	-0.1%	-$402	0.35%	35
2018 Q4	$430K	Sell	3,332 -12	-0.4%	-$1.67K	0.33%	37
2018 Q3	$462K	Buy	3,344 +9	+0.3%	+$1.2K	0.36%	30
2018 Q2	$405K	Sell	3,335 -5	-0.1%	-$624	0.36%	28
2018 Q1	$428K	Buy	+3,340	New	+$451K	0.37%	30