Beam Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,869
| Closed | -$454K | – | 126 |
|
|
2024
Q1 | $454K | Buy |
2,869
+311
| +12% | +$49.2K | 0.27% | 63 |
|
|
2023
Q4 | $401K | Buy |
2,558
+41
| +2% | +$6.43K | 0.25% | 61 |
|
|
2023
Q3 | $392K | Buy |
2,517
+101
| +4% | +$15.7K | 0.28% | 62 |
|
|
2023
Q2 | $400K | Buy |
2,416
+523
| +28% | +$86.6K | 0.28% | 63 |
|
|
2023
Q1 | $293K | Sell |
1,893
-73
| -4% | -$11.3K | 0.29% | 77 |
|
|
2022
Q4 | $347K | Buy |
1,966
+88
| +5% | +$15.5K | 0.36% | 59 |
|
|
2022
Q3 | $307K | Buy |
1,878
+82
| +5% | +$13.4K | 0.34% | 71 |
|
|
2022
Q2 | $319K | Sell |
1,796
-35
| -2% | -$6.22K | 0.35% | 71 |
|
|
2022
Q1 | $325K | Sell |
1,831
-448
| -20% | -$79.5K | 0.37% | 63 |
|
|
2021
Q4 | $390K | Sell |
2,279
-403
| -15% | -$69K | 0.45% | 57 |
|
|
2021
Q3 | $433K | Buy |
2,682
+225
| +9% | +$36.3K | 0.37% | 83 |
|
|
2021
Q2 | $405K | Buy |
2,457
+437
| +22% | +$72K | 0.35% | 86 |
|
|
2021
Q1 | $332K | Buy |
2,020
+450
| +29% | +$74K | 0.3% | 90 |
|
|
2020
Q4 | $247K | Sell |
1,570
-124
| -7% | -$19.5K | 0.23% | 103 |
|
|
2020
Q3 | $252K | Sell |
1,694
-14
| -0.8% | -$2.08K | 0.24% | 106 |
|
|
2020
Q2 | $244K | Sell |
1,708
-556
| -25% | -$79.4K | 0.25% | 105 |
|
|
2020
Q1 | $297K | Sell |
2,264
-377
| -14% | -$49.5K | 0.29% | 107 |
|
|
2019
Q4 | $385K | Buy |
+2,641
| New | +$385K | 0.36% | 90 |
|