WFAG
Wescott Financial Advisory Group’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.95M | Buy |
19,329
+110
| +0.6% | +$16.8K | 0.28% | 49 |
|
2025
Q1 | $3.19M | Sell |
19,219
-430
| -2% | -$71.3K | 0.33% | 46 |
|
2024
Q4 | $2.84M | Sell |
19,649
-709
| -3% | -$103K | 0.29% | 46 |
|
2024
Q3 | $3.3M | Buy |
20,358
+3,721
| +22% | +$603K | 0.35% | 45 |
|
2024
Q2 | $2.43M | Buy |
16,637
+5,581
| +50% | +$816K | 0.28% | 50 |
|
2024
Q1 | $1.75M | Buy |
11,056
+1,733
| +19% | +$274K | 0.22% | 54 |
|
2023
Q4 | $1.46M | Buy |
9,323
+332
| +4% | +$52K | 0.2% | 58 |
|
2023
Q3 | $1.4M | Sell |
8,991
-654
| -7% | -$102K | 0.26% | 57 |
|
2023
Q2 | $1.6M | Sell |
9,645
-920
| -9% | -$152K | 0.28% | 55 |
|
2023
Q1 | $1.64M | Buy |
10,565
+223
| +2% | +$34.6K | 0.36% | 48 |
|
2022
Q4 | $1.83M | Sell |
10,342
-259
| -2% | -$45.8K | 0.39% | 47 |
|
2022
Q3 | $1.73M | Buy |
10,601
+600
| +6% | +$98K | 0.48% | 37 |
|
2022
Q2 | $1.78M | Buy |
10,001
+160
| +2% | +$28.4K | 0.48% | 36 |
|
2022
Q1 | $1.74M | Sell |
9,841
-1,652
| -14% | -$293K | 0.45% | 37 |
|
2021
Q4 | $1.97M | Sell |
11,493
-801
| -7% | -$137K | 1.01% | 14 |
|
2021
Q3 | $1.99M | Sell |
12,294
-935
| -7% | -$151K | 1.12% | 12 |
|
2021
Q2 | $2.28M | Buy |
13,229
+608
| +5% | +$105K | 1.34% | 9 |
|
2021
Q1 | $2.07M | Buy |
12,621
+522
| +4% | +$85.8K | 1.35% | 9 |
|
2020
Q4 | $1.9M | Buy |
+12,099
| New | +$1.9M | 1.34% | 10 |
|