WFA
Wellspring Financial Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
15,617
+283
| +2% | +$43.2K | 0.24% | 37 |
|
|
2025
Q1 | $2.54M | Sell |
15,334
-11,636
| -43% | -$1.93M | 0.28% | 34 |
|
|
2024
Q4 | $3.9M | Sell |
26,970
-766
| -3% | -$111K | 0.41% | 32 |
|
|
2024
Q3 | $4.49M | Sell |
27,736
-478
| -2% | -$77.5K | 0.54% | 28 |
|
|
2024
Q2 | $4.12M | Sell |
28,214
-12,972
| -31% | -$1.9M | 0.56% | 27 |
|
|
2024
Q1 | $6.52M | Sell |
41,186
-66
| -0.2% | -$10.4K | 1.03% | 21 |
|
|
2023
Q4 | $6.47M | Sell |
41,252
-2,054
| -5% | -$322K | 1.61% | 19 |
|
|
2023
Q3 | $6.74M | Sell |
43,306
-1,957
| -4% | -$305K | 1.97% | 16 |
|
|
2023
Q2 | $7.49M | Sell |
45,263
-894
| -2% | -$148K | 2.12% | 14 |
|
|
2023
Q1 | $7.15M | Sell |
46,157
-1,465
| -3% | -$227K | 2.12% | 12 |
|
|
2022
Q4 | $8.41M | Buy |
47,622
+419
| +0.9% | +$74K | 2.8% | 10 |
|
|
2022
Q3 | $7.71M | Sell |
47,203
-171
| -0.4% | -$27.9K | 2.85% | 10 |
|
|
2022
Q2 | $8.41M | Sell |
47,374
-437
| -0.9% | -$77.6K | 2.93% | 11 |
|
|
2022
Q1 | $8.47M | Sell |
47,811
-421
| -0.9% | -$74.6K | 2.5% | 13 |
|
|
2021
Q4 | $8.25M | Sell |
48,232
-266
| -0.5% | -$45.5K | 2.3% | 15 |
|
|
2021
Q3 | $7.83M | Sell |
48,498
-264
| -0.5% | -$42.6K | 2.36% | 15 |
|
|
2021
Q2 | $8.03M | Sell |
48,762
-852
| -2% | -$140K | 2.53% | 14 |
|
|
2021
Q1 | $6.51M | Buy |
49,614
+503
| +1% | +$66K | 3.14% | 10 |
|
|
2020
Q4 | $7.73M | Sell |
49,111
-245
| -0.5% | -$38.6K | 2.7% | 12 |
|
|
2020
Q3 | $7.35M | Buy |
49,356
+105
| +0.2% | +$15.6K | 2.88% | 11 |
|
|
2020
Q2 | $6.93M | Sell |
49,251
-363
| -0.7% | -$51K | 2.86% | 11 |
|
|
2020
Q1 | $6.51M | Buy |
+49,614
| New | +$6.51M | 3.14% | 10 |
|