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Avantax Planning Partners’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Buy |
47,269
+2,314
| +5% | +$353K | 0.23% | 73 |
|
|
2025
Q1 | $7.46M | Buy |
44,955
+1,717
| +4% | +$285K | 0.26% | 68 |
|
|
2024
Q4 | $6.25M | Buy |
43,238
+115
| +0.3% | +$16.6K | 0.23% | 70 |
|
|
2024
Q3 | $6.99M | Sell |
43,123
-7,843
| -15% | -$1.27M | 0.25% | 68 |
|
|
2024
Q2 | $7.45M | Sell |
50,966
-3,534
| -6% | -$517K | 0.24% | 73 |
|
|
2024
Q1 | $8.62M | Buy |
54,500
+19,550
| +56% | +$3.09M | 0.28% | 62 |
|
|
2023
Q4 | $5.48M | Buy |
34,950
+787
| +2% | +$123K | 0.21% | 60 |
|
|
2023
Q3 | $5.32M | Buy |
34,163
+444
| +1% | +$69.2K | 0.22% | 58 |
|
|
2023
Q2 | $5.58M | Sell |
33,719
-185
| -0.5% | -$30.6K | 0.22% | 55 |
|
|
2023
Q1 | $5.26M | Buy |
33,904
+1,804
| +6% | +$280K | 0.21% | 58 |
|
|
2022
Q4 | $5.67M | Sell |
32,100
-583
| -2% | -$103K | 0.23% | 55 |
|
|
2022
Q3 | $5.34M | Buy |
32,683
+801
| +3% | +$131K | 0.24% | 52 |
|
|
2022
Q2 | $5.66M | Sell |
31,882
-1,729
| -5% | -$307K | 0.24% | 51 |
|
|
2022
Q1 | $5.96M | Sell |
33,611
-884
| -3% | -$157K | 0.24% | 44 |
|
|
2021
Q4 | $5.9M | Buy |
34,495
+3,993
| +13% | +$683K | 0.24% | 38 |
|
|
2021
Q3 | $4.93M | Buy |
30,502
+1,186
| +4% | +$192K | 0.23% | 34 |
|
|
2021
Q2 | $4.83M | Buy |
29,316
+3,443
| +13% | +$567K | 0.23% | 36 |
|
|
2021
Q1 | $4.25M | Sell |
25,873
-4,878
| -16% | -$802K | 0.22% | 38 |
|
|
2020
Q4 | $4.84M | Sell |
30,751
-4,905
| -14% | -$772K | 0.25% | 32 |
|
|
2020
Q3 | $5.31M | Sell |
35,656
-1,530
| -4% | -$228K | 0.28% | 30 |
|
|
2020
Q2 | $5.23M | Buy |
37,186
+1,456
| +4% | +$205K | 0.3% | 29 |
|
|
2020
Q1 | $4.69M | Sell |
35,730
-4,443
| -11% | -$583K | 0.33% | 23 |
|
|
2019
Q4 | $5.86M | Sell |
40,173
-372
| -0.9% | -$54.3K | 0.34% | 20 |
|
|
2019
Q3 | $5.25M | Buy |
40,545
+3,272
| +9% | +$423K | 0.32% | 23 |
|
|
2019
Q2 | $5.25M | Buy |
37,273
+19
| +0.1% | +$2.68K | 0.34% | 22 |
|
|
2019
Q1 | $5.21M | Buy |
37,254
+4,269
| +13% | +$597K | 0.36% | 22 |
|
|
2018
Q4 | $4.26M | Sell |
32,985
-64
| -0.2% | -$8.26K | 0.32% | 30 |
|
|
2018
Q3 | $4.57M | Buy |
33,049
+216
| +0.7% | +$29.8K | 0.37% | 19 |
|
|
2018
Q2 | $3.99M | Sell |
32,833
-104
| -0.3% | -$12.6K | 0.36% | 22 |
|
|
2018
Q1 | $4.22M | Buy |
32,937
+745
| +2% | +$95.5K | 0.36% | 21 |
|
|
2017
Q4 | $4.5M | Sell |
32,192
-15,197
| -32% | -$2.12M | 0.41% | 20 |
|
|
2017
Q3 | $6.16M | Sell |
47,389
-1,774
| -4% | -$231K | 0.49% | 15 |
|
|
2017
Q2 | $6.5M | Buy |
49,163
+1,001
| +2% | +$132K | 0.55% | 15 |
|
|
2017
Q1 | $6M | Buy |
48,162
+3,854
| +9% | +$480K | 0.54% | 15 |
|
|
2016
Q4 | $5.11M | Buy |
+44,308
| New | +$5.11M | 0.54% | 16 |
|