SWM
SilverOak Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,332
| Closed | -$221K | – | 119 |
|
|
2025
Q1 | $221K | Sell |
1,332
-97
| -7% | -$16.1K | 0.05% | 89 |
|
|
2024
Q4 | $207K | Buy |
1,429
+11
| +0.8% | +$1.59K | 0.04% | 95 |
|
|
2024
Q3 | $230K | Sell |
1,418
-337
| -19% | -$54.6K | 0.05% | 91 |
|
|
2024
Q2 | $257K | Hold |
1,755
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $278K | Sell |
1,755
-147
| -8% | -$23.3K | 0.07% | 76 |
|
|
2023
Q4 | $298K | Buy |
+1,902
| New | +$298K | 0.08% | 68 |
|