SWA
SOA Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.12M | Sell |
7,339
-129
| -2% | -$19.7K | 0.21% | 73 |
|
2025
Q1 | $1.24M | Buy |
7,468
+48
| +0.6% | +$7.96K | 0.26% | 64 |
|
2024
Q4 | $1.07M | Sell |
7,420
-903
| -11% | -$131K | 0.2% | 70 |
|
2024
Q3 | $1.35M | Sell |
8,323
-76
| -0.9% | -$12.3K | 0.26% | 65 |
|
2024
Q2 | $1.23M | Sell |
8,399
-311
| -4% | -$45.5K | 0.25% | 67 |
|
2024
Q1 | $1.38M | Sell |
8,710
-25
| -0.3% | -$3.96K | 0.29% | 59 |
|
2023
Q4 | $1.37M | Buy |
8,735
+72
| +0.8% | +$11.3K | 0.3% | 58 |
|
2023
Q3 | $1.35M | Sell |
8,663
-273
| -3% | -$42.5K | 0.34% | 55 |
|
2023
Q2 | $1.48M | Buy |
8,936
+19
| +0.2% | +$3.15K | 0.35% | 54 |
|
2023
Q1 | $1.38M | Buy |
8,917
+12
| +0.1% | +$1.86K | 0.34% | 55 |
|
2022
Q4 | $1.57M | Sell |
8,905
-5
| -0.1% | -$883 | 0.42% | 51 |
|
2022
Q3 | $1.46M | Buy |
8,910
+61
| +0.7% | +$9.96K | 0.44% | 51 |
|
2022
Q2 | $1.57M | Sell |
8,849
-697
| -7% | -$124K | 0.46% | 51 |
|
2022
Q1 | $1.69M | Buy |
9,546
+288
| +3% | +$51K | 0.41% | 55 |
|
2021
Q4 | $1.6M | Sell |
9,258
-239
| -3% | -$41.2K | 0.39% | 54 |
|
2021
Q3 | $1.53M | Buy |
9,497
+538
| +6% | +$86.8K | 0.39% | 54 |
|
2021
Q2 | $1.48M | Buy |
8,959
+33
| +0.4% | +$5.44K | 0.38% | 57 |
|
2021
Q1 | $1.47M | Buy |
8,926
+4
| +0% | +$657 | 0.41% | 57 |
|
2020
Q4 | $1.49M | Buy |
+8,922
| New | +$1.49M | 0.41% | 50 |
|