SFWA
Summit Financial Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.03M | Sell |
6,207
-50
| -0.8% | -$8.29K | 0.2% | 58 |
|
|
2024
Q4 | $950K | Buy |
6,257
+303
| +5% | +$46K | 0.19% | 63 |
|
|
2024
Q3 | $965K | Buy |
5,954
+12
| +0.2% | +$1.95K | 0.18% | 63 |
|
|
2024
Q2 | $868K | Buy |
5,942
+550
| +10% | +$80.4K | 0.18% | 60 |
|
|
2024
Q1 | $853K | Buy |
5,392
+1,122
| +26% | +$177K | 0.17% | 59 |
|
|
2023
Q4 | $669K | Buy |
4,270
+732
| +21% | +$115K | 0.15% | 68 |
|
|
2023
Q3 | $534K | Buy |
+3,538
| New | +$534K | 0.13% | 71 |
|
|
2023
Q1 | – | Sell |
-1,318
| Closed | -$233K | – | 131 |
|
|
2022
Q4 | $233K | Buy |
+1,318
| New | +$233K | 0.06% | 119 |
|
|
2022
Q3 | – | Sell |
-1,636
| Closed | -$282K | – | 132 |
|
|
2022
Q2 | $282K | Buy |
1,636
+474
| +41% | +$81.7K | 0.07% | 107 |
|
|
2022
Q1 | $206K | Buy |
+1,162
| New | +$206K | 0.04% | 121 |
|
|
2020
Q4 | – | Sell |
-1,840
| Closed | -$255K | – | 108 |
|
|
2020
Q3 | $255K | Hold |
1,840
| – | – | 0.07% | 102 |
|
|
2020
Q2 | $264K | Buy |
1,840
+136
| +8% | +$19.5K | 0.07% | 100 |
|
|
2020
Q1 | $238K | Sell |
1,704
-240
| -12% | -$33.5K | 0.08% | 104 |
|
|
2019
Q4 | $289K | Sell |
1,944
-170
| -8% | -$25.3K | 0.07% | 113 |
|
|
2019
Q3 | $278K | Sell |
2,114
-46
| -2% | -$6.05K | 0.07% | 122 |
|
|
2019
Q2 | $301K | Buy |
2,160
+68
| +3% | +$9.48K | 0.07% | 121 |
|
|
2019
Q1 | $287K | Sell |
2,092
-50
| -2% | -$6.86K | 0.08% | 109 |
|
|
2018
Q4 | $276K | Sell |
2,142
-313
| -13% | -$40.3K | 0.09% | 100 |
|
|
2018
Q3 | $328K | Buy |
2,455
+795
| +48% | +$106K | 0.1% | 99 |
|
|
2018
Q2 | $213K | Hold |
1,660
| – | – | 0.07% | 123 |
|
|
2018
Q1 | $213K | Sell |
1,660
-170
| -9% | -$21.8K | 0.07% | 132 |
|
|
2017
Q4 | $256K | Sell |
1,830
-807
| -31% | -$113K | 0.09% | 115 |
|
|
2017
Q3 | $343K | Sell |
2,637
-572
| -18% | -$74.4K | 0.12% | 103 |
|
|
2017
Q2 | $425K | Sell |
3,209
-98
| -3% | -$13K | 0.17% | 97 |
|
|
2017
Q1 | $412K | Sell |
3,307
-1,636
| -33% | -$204K | 0.18% | 101 |
|
|
2016
Q4 | $569K | Buy |
4,943
+47
| +1% | +$5.41K | 0.25% | 89 |
|
|
2016
Q3 | $578K | Sell |
4,896
-993
| -17% | -$117K | 0.25% | 85 |
|
|
2016
Q2 | $714K | Sell |
5,889
-575
| -9% | -$69.7K | 0.3% | 76 |
|
|
2016
Q1 | $699K | Buy |
6,464
+565
| +10% | +$61.1K | 0.31% | 67 |
|
|
2015
Q4 | $606K | Buy |
5,899
+3,374
| +134% | +$347K | 0.28% | 68 |
|
|
2015
Q3 | $235K | Buy |
2,525
+2,041
| +422% | +$190K | 0.15% | 71 |
|
|
2015
Q2 | $47K | Hold |
484
| – | – | 0.03% | 150 |
|
|
2015
Q1 | $49K | Buy |
+484
| New | +$49K | 0.03% | 122 |
|