WFAG
Worth 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 | – | Sell |
-1,269
| Closed | -$210K | – | 163 |
|
2025
Q1 | $210K | Buy |
+1,269
| New | +$210K | 0.13% | 151 |
|
2024
Q2 | – | Sell |
-14,708
| Closed | -$2.33M | – | 152 |
|
2024
Q1 | $2.33M | Buy |
14,708
+2,860
| +24% | +$452K | 1.61% | 16 |
|
2023
Q4 | $1.86M | Buy |
11,848
+311
| +3% | +$48.7K | 1.48% | 17 |
|
2023
Q3 | $1.8M | Buy |
11,537
+542
| +5% | +$84.4K | 1.62% | 16 |
|
2023
Q2 | $1.82M | Sell |
10,995
-1,369
| -11% | -$227K | 1.69% | 16 |
|
2023
Q1 | $1.92M | Buy |
12,364
+1,144
| +10% | +$177K | 1.83% | 15 |
|
2022
Q4 | $1.98M | Buy |
+11,220
| New | +$1.98M | 2.3% | 10 |
|