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

Avondale 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
2023 Q2	–	Sell	-250	Closed	-$38.8K	–	130
2023 Q1	$38.8K	Sell	250 -450	-64%	-$72.7K	0.03%	88
2022 Q4	$124K	Hold	700	–	–	0.11%	47
2022 Q3	$114K	Buy	+700	New	+$118K	0.12%	48
2022 Q2	–	Sell	-30	Closed	-$5K	–	127
2022 Q1	$5K	Buy	+30	New	+$5.11K	0.01%	106
2018 Q2	–	Sell	-126	Closed	-$16K	–	99
2018 Q1	$16K	Hold	126	–	–	0.01%	71
2017 Q4	$18K	Buy	+126	New	+$17.6K	0.02%	73

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avondale Wealth Management's JNJ Position: Q2 2023 in Review

Avondale Wealth Management sold out of Johnson & Johnson (JNJ) in Q2 2023, closing a stake of 250 shares — an estimated $38.8K sold.

Avondale Wealth Management first reported a position in JNJ in Q4 2017 and held it in 6 quarters. The position peaked at $124K in Q4 2022. 3,751 funds tracked by Wall St. Rank hold JNJ as of Q2 2023.

Avondale Wealth Management reported no remaining Johnson & Johnson position as of Q2 2023 after selling out during the quarter.
Avondale Wealth Management sold 250 Johnson & Johnson shares in Q2 2023, an estimated $38.8K.
Avondale Wealth Management first reported a position in Johnson & Johnson in Q4 2017 and held it in 6 quarters.
Avondale Wealth Management's Johnson & Johnson position peaked at $124K in Q4 2022.
3,751 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2023.

Based on Avondale Wealth Management's 13F filing for Q2 2023, filed 6 Jul 2023.