SWA
Strata Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
2,377
-1,639
| -41% | -$250K | 0.1% | 59 |
|
|
2025
Q1 | $666K | Buy |
4,016
+1,827
| +83% | +$303K | 0.21% | 41 |
|
|
2024
Q4 | $317K | Sell |
2,189
-2,534
| -54% | -$366K | 0.1% | 63 |
|
|
2024
Q3 | $765K | Buy |
4,723
+2,623
| +125% | +$425K | 0.25% | 39 |
|
|
2024
Q2 | $307K | Sell |
2,100
-3,827
| -65% | -$559K | 0.11% | 59 |
|
|
2024
Q1 | $938K | Buy |
5,927
+4,070
| +219% | +$644K | 0.33% | 34 |
|
|
2023
Q4 | $291K | Buy |
1,857
+190
| +11% | +$29.8K | 0.11% | 56 |
|
|
2023
Q3 | $260K | Buy |
+1,667
| New | +$260K | 0.13% | 45 |
|
|
2023
Q1 | $219K | Buy |
1,414
+131
| +10% | +$20.3K | 0.11% | 50 |
|
|
2022
Q4 | $227K | Buy |
+1,283
| New | +$227K | 0.13% | 46 |
|