UWPG
Ullmann Wealth Partners Group’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.32M | Sell |
15,191
-123
| -0.8% | -$18.8K | 0.27% | 44 |
|
2025
Q1 | $2.54M | Buy |
15,314
+10,041
| +190% | +$1.67M | 0.34% | 32 |
|
2024
Q4 | $763K | Sell |
5,273
-1,019
| -16% | -$147K | 0.1% | 70 |
|
2024
Q3 | $1.02M | Buy |
6,292
+1,445
| +30% | +$234K | 0.13% | 58 |
|
2024
Q2 | $709K | Sell |
4,847
-135
| -3% | -$19.7K | 0.1% | 59 |
|
2024
Q1 | $788K | Buy |
4,982
+591
| +13% | +$93.5K | 0.12% | 57 |
|
2023
Q4 | $688K | Sell |
4,391
-104
| -2% | -$16.3K | 0.11% | 54 |
|
2023
Q3 | $700K | Sell |
4,495
-119
| -3% | -$18.5K | 0.13% | 49 |
|
2023
Q2 | $764K | Sell |
4,614
-108
| -2% | -$17.9K | 0.15% | 46 |
|
2023
Q1 | $732K | Sell |
4,722
-255
| -5% | -$39.5K | 0.17% | 40 |
|
2022
Q4 | $879K | Buy |
4,977
+254
| +5% | +$44.9K | 0.22% | 36 |
|
2022
Q3 | $772K | Buy |
4,723
+225
| +5% | +$36.8K | 0.21% | 35 |
|
2022
Q2 | $798K | Buy |
4,498
+37
| +0.8% | +$6.56K | 0.22% | 40 |
|
2022
Q1 | $791K | Sell |
4,461
-1
| -0% | -$177 | 0.2% | 40 |
|
2021
Q4 | $763K | Buy |
4,462
+122
| +3% | +$20.9K | 0.2% | 41 |
|
2021
Q3 | $701K | Buy |
4,340
+331
| +8% | +$53.5K | 0.28% | 37 |
|
2021
Q2 | $660K | Buy |
4,009
+166
| +4% | +$27.3K | 0.27% | 40 |
|
2021
Q1 | $632K | Sell |
3,843
-76
| -2% | -$12.5K | 0.28% | 39 |
|
2020
Q4 | $617K | Buy |
3,919
+151
| +4% | +$23.8K | 0.31% | 36 |
|
2020
Q3 | $561K | Sell |
3,768
-68
| -2% | -$10.1K | 0.32% | 35 |
|
2020
Q2 | $539K | Hold |
3,836
| – | – | 0.33% | 32 |
|
2020
Q1 | $503K | Buy |
3,836
+539
| +16% | +$70.7K | 0.38% | 30 |
|
2019
Q4 | $481K | Sell |
3,297
-874
| -21% | -$128K | 0.29% | 33 |
|
2019
Q3 | $540K | Sell |
4,171
-445
| -10% | -$57.6K | 0.33% | 32 |
|
2019
Q2 | $642K | Sell |
4,616
-182
| -4% | -$25.3K | 0.4% | 29 |
|
2019
Q1 | $671K | Buy |
4,798
+232
| +5% | +$32.4K | 0.43% | 27 |
|
2018
Q4 | $589K | Hold |
4,566
| – | – | 0.44% | 29 |
|
2018
Q3 | $630K | Sell |
4,566
-7
| -0.2% | -$966 | 0.42% | 28 |
|
2018
Q2 | $554K | Buy |
4,573
+2,449
| +115% | +$297K | 0.38% | 27 |
|
2018
Q1 | $272K | Sell |
2,124
-133
| -6% | -$17K | 0.19% | 43 |
|
2017
Q4 | $320K | Buy |
+2,257
| New | +$320K | 0.22% | 41 |
|
2017
Q3 | – | Sell |
-2,470
| Closed | -$326K | – | 96 |
|
2017
Q2 | $326K | Buy |
2,470
+971
| +65% | +$128K | 0.23% | 44 |
|
2017
Q1 | $186K | Buy |
+1,499
| New | +$186K | 0.15% | 52 |
|