SFS
Summit Financial Strategies’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
4,915
-12
| -0.2% | -$1.83K | 0.07% | 71 |
|
|
2025
Q1 | $817K | Sell |
4,927
-280
| -5% | -$46.4K | 0.08% | 63 |
|
|
2024
Q4 | $753K | Sell |
5,207
-507
| -9% | -$73.3K | 0.08% | 64 |
|
|
2024
Q3 | $926K | Hold |
5,714
| – | – | 0.1% | 59 |
|
|
2024
Q2 | $835K | Sell |
5,714
-41
| -0.7% | -$5.99K | 0.1% | 62 |
|
|
2024
Q1 | $910K | Hold |
5,755
| – | – | 0.13% | 60 |
|
|
2023
Q4 | $902K | Sell |
5,755
-10
| -0.2% | -$1.57K | 0.14% | 54 |
|
|
2023
Q3 | $898K | Sell |
5,765
-82
| -1% | -$12.8K | 0.17% | 46 |
|
|
2023
Q2 | $968K | Sell |
5,847
-36
| -0.6% | -$5.96K | 0.18% | 41 |
|
|
2023
Q1 | $912K | Buy |
5,883
+229
| +4% | +$35.5K | 0.18% | 44 |
|
|
2022
Q4 | $999K | Sell |
5,654
-1,379
| -20% | -$244K | 0.22% | 37 |
|
|
2022
Q3 | $1.15M | Buy |
7,033
+1,000
| +17% | +$163K | 0.27% | 31 |
|
|
2022
Q2 | $1.07M | Buy |
6,033
+571
| +10% | +$101K | 0.25% | 34 |
|
|
2022
Q1 | $968K | Sell |
5,462
-455
| -8% | -$80.6K | 0.19% | 36 |
|
|
2021
Q4 | $1.01M | Sell |
5,917
-553
| -9% | -$94.6K | 0.2% | 36 |
|
|
2021
Q3 | $1.05M | Sell |
6,470
-40
| -0.6% | -$6.46K | 0.2% | 35 |
|
|
2021
Q2 | $1.07M | Buy |
6,510
+3,924
| +152% | +$646K | 0.21% | 35 |
|
|
2021
Q1 | $425K | Sell |
2,586
-81
| -3% | -$13.3K | 0.15% | 38 |
|
|
2020
Q4 | $420K | Buy |
2,667
+100
| +4% | +$15.7K | 0.14% | 49 |
|
|
2020
Q3 | $382K | Buy |
2,567
+125
| +5% | +$18.6K | 0.16% | 43 |
|
|
2020
Q2 | $343K | Buy |
2,442
+30
| +1% | +$4.21K | 0.15% | 46 |
|
|
2020
Q1 | $316K | Sell |
2,412
-106
| -4% | -$13.9K | 0.17% | 40 |
|
|
2019
Q4 | $367K | Buy |
+2,518
| New | +$367K | 0.18% | 39 |
|