Alterna Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Alterna Wealth Management’s Portfolio JNJ Stock Details JNJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,550	Closed	-$224K	–	115
2024 Q4	$224K	Hold	1,550	–	–	0.19%	87
2024 Q3	$251K	Hold	1,550	–	–	0.23%	79
2024 Q2	$227K	Buy	+1,550	New	+$231K	0.2%	96
2020 Q4	$401K	Buy	2,545 +1,189	+88%	+$175K	0.51%	50
2020 Q3	$202K	Sell	1,356 -1,445	-52%	-$214K	0.29%	72
2020 Q2	$394K	Buy	+2,801	New	+$408K	0.47%	46
2020 Q1	–	Sell	-1,890	Closed	-$276K	–	95
2019 Q4	$276K	Buy	1,890 +152	+9%	+$20.6K	0.31%	69
2019 Q3	$225K	Buy	1,738 +279	+19%	+$36.8K	0.27%	85
2019 Q2	$203K	Sell	1,459 -2	-0.1%	-$277	0.24%	80
2019 Q1	$204K	Sell	1,461 -29,040	-95%	-$3.89M	0.17%	85
2018 Q4	$4.04M	Buy	+30,501	New	+$4.25M	0.66%	21

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alterna Wealth Management's JNJ Position: Q1 2025 in Review

Alterna Wealth Management sold out of Johnson & Johnson (JNJ) in Q1 2025, closing a stake of 1,550 shares — an estimated $224K sold.

Alterna Wealth Management first reported a position in JNJ in Q4 2018 and held it in 11 quarters. The position peaked at $4.04M in Q4 2018. 4,147 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

Alterna Wealth Management reported no remaining Johnson & Johnson position as of Q1 2025 after selling out during the quarter.
Alterna Wealth Management sold 1,550 Johnson & Johnson shares in Q1 2025, an estimated $224K.
Alterna Wealth Management first reported a position in Johnson & Johnson in Q4 2018 and held it in 11 quarters.
Alterna Wealth Management's Johnson & Johnson position peaked at $4.04M in Q4 2018.
4,147 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Alterna Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.