SWP
Summit Wealth Partners’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
10,042
-59
| -0.6% | -$9.01K | 0.29% | 63 |
|
|
2025
Q1 | $1.68M | Sell |
10,101
-319
| -3% | -$52.9K | 0.34% | 59 |
|
|
2024
Q4 | $1.51M | Buy |
10,420
+402
| +4% | +$58.1K | 0.31% | 62 |
|
|
2024
Q3 | $1.62M | Buy |
10,018
+11
| +0.1% | +$1.78K | 0.31% | 64 |
|
|
2024
Q2 | $1.46M | Buy |
10,007
+61
| +0.6% | +$8.92K | 0.3% | 66 |
|
|
2024
Q1 | $1.57M | Buy |
9,946
+5
| +0.1% | +$791 | 0.34% | 57 |
|
|
2023
Q4 | $1.56M | Sell |
9,941
-20
| -0.2% | -$3.14K | 0.36% | 52 |
|
|
2023
Q3 | $1.55M | Buy |
9,961
+832
| +9% | +$130K | 0.4% | 44 |
|
|
2023
Q2 | $1.51M | Sell |
9,129
-464
| -5% | -$76.8K | 0.38% | 47 |
|
|
2023
Q1 | $1.49M | Sell |
9,593
-99
| -1% | -$15.3K | 0.38% | 48 |
|
|
2022
Q4 | $1.71M | Sell |
9,692
-174
| -2% | -$30.7K | 0.45% | 42 |
|
|
2022
Q3 | $1.61M | Sell |
9,866
-286
| -3% | -$46.7K | 0.45% | 40 |
|
|
2022
Q2 | $1.8M | Sell |
10,152
-350
| -3% | -$62.1K | 0.48% | 36 |
|
|
2022
Q1 | $1.86M | Buy |
10,502
+184
| +2% | +$32.6K | 0.42% | 37 |
|
|
2021
Q4 | $1.77M | Sell |
10,318
-125
| -1% | -$21.4K | 0.38% | 39 |
|
|
2021
Q3 | $1.69M | Sell |
10,443
-11
| -0.1% | -$1.78K | 0.4% | 39 |
|
|
2021
Q2 | $1.72M | Buy |
10,454
+233
| +2% | +$38.4K | 0.41% | 37 |
|
|
2021
Q1 | $1.68M | Sell |
10,221
-149
| -1% | -$24.5K | 0.43% | 36 |
|
|
2020
Q4 | $1.63M | Hold |
10,370
| – | – | 0.44% | 36 |
|
|
2020
Q3 | $1.54M | Sell |
10,370
-46
| -0.4% | -$6.85K | 0.46% | 38 |
|
|
2020
Q2 | $1.46M | Buy |
10,416
+46
| +0.4% | +$6.47K | 0.47% | 39 |
|
|
2020
Q1 | $1.36M | Buy |
10,370
+2,126
| +26% | +$279K | 0.55% | 33 |
|
|
2019
Q4 | $1.2M | Buy |
+8,244
| New | +$1.2M | 0.42% | 42 |
|