SWM
Sugarloaf Wealth Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $941K | Buy |
6,505
+127
| +2% | +$18.4K | 0.18% | 62 |
|
|
2024
Q3 | $1.03M | Buy |
6,378
+164
| +3% | +$26.6K | 0.2% | 57 |
|
|
2024
Q2 | $908K | Sell |
6,214
-197
| -3% | -$28.8K | 0.18% | 59 |
|
|
2024
Q1 | $1.01M | Sell |
6,411
-165
| -3% | -$26.1K | 0.21% | 54 |
|
|
2023
Q4 | $1.03M | Buy |
6,576
+397
| +6% | +$62.2K | 0.25% | 51 |
|
|
2023
Q3 | $962K | Buy |
6,179
+46
| +0.8% | +$7.16K | 0.24% | 54 |
|
|
2023
Q2 | $1.02M | Buy |
6,133
+15
| +0.2% | +$2.48K | 0.24% | 51 |
|
|
2023
Q1 | $948K | Buy |
6,118
+305
| +5% | +$47.3K | 0.23% | 50 |
|
|
2022
Q4 | $1.03M | Sell |
5,813
-343
| -6% | -$60.6K | 0.26% | 46 |
|
|
2022
Q3 | $1.01M | Buy |
6,156
+266
| +5% | +$43.5K | 0.26% | 49 |
|
|
2022
Q2 | $1.05M | Buy |
5,890
+120
| +2% | +$21.3K | 0.26% | 45 |
|
|
2022
Q1 | $1.02M | Sell |
5,770
-267
| -4% | -$47.3K | 0.24% | 43 |
|
|
2021
Q4 | $1.03M | Buy |
6,037
+7
| +0.1% | +$1.2K | 0.24% | 45 |
|
|
2021
Q3 | $974K | Sell |
6,030
-170
| -3% | -$27.5K | 0.26% | 45 |
|
|
2021
Q2 | $1.02M | Buy |
6,200
+103
| +2% | +$17K | 0.28% | 44 |
|
|
2021
Q1 | $1K | Buy |
6,097
+7
| +0.1% | +$1 | 0.3% | 44 |
|
|
2020
Q4 | $958K | Buy |
6,090
+8
| +0.1% | +$1.26K | 0.32% | 44 |
|
|
2020
Q3 | $906K | Buy |
6,082
+7
| +0.1% | +$1.04K | 0.33% | 45 |
|
|
2020
Q2 | $854K | Sell |
6,075
-482
| -7% | -$67.8K | 0.33% | 49 |
|
|
2020
Q1 | $860K | Buy |
6,557
+158
| +2% | +$20.7K | 0.39% | 41 |
|
|
2019
Q4 | $933K | Buy |
+6,399
| New | +$933K | 0.4% | 45 |
|