Briaud Financial Planning’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
1,253
| – | – | 0.08% | 38 |
|
|
2025
Q1 | $207K | Hold |
1,253
| – | – | 0.08% | 32 |
|
|
2024
Q4 | $181K | Hold |
1,253
| – | – | 0.07% | 30 |
|
|
2024
Q3 | $203K | Buy |
1,253
+100
| +9% | +$16.2K | 0.1% | 26 |
|
|
2024
Q2 | $168K | Buy |
1,153
+99
| +9% | +$14.4K | 0.1% | 28 |
|
|
2024
Q1 | $167K | Buy |
+1,054
| New | +$167K | 0.09% | 27 |
|
|
2023
Q4 | – | Sell |
-1,240
| Closed | -$193K | – | 89 |
|
|
2023
Q3 | $193K | Hold |
1,240
| – | – | 0.16% | 22 |
|
|
2023
Q2 | $205K | Buy |
+1,240
| New | +$205K | 0.19% | 20 |
|
|
2023
Q1 | – | Sell |
-1,273
| Closed | -$224K | – | 23 |
|
|
2022
Q4 | $224K | Sell |
1,273
-1,269
| -50% | -$223K | 0.18% | 20 |
|
|
2022
Q3 | $444K | Buy |
2,542
+39
| +2% | +$6.81K | 0.39% | 13 |
|
|
2022
Q2 | $444K | Hold |
2,503
| – | – | 0.29% | 14 |
|
|
2022
Q1 | $443K | Buy |
2,503
+90
| +4% | +$15.9K | 0.25% | 15 |
|
|
2021
Q4 | $412K | Hold |
2,413
| – | – | 0.22% | 15 |
|
|
2021
Q3 | $389K | Hold |
2,413
| – | – | 0.26% | 13 |
|
|
2021
Q2 | $397K | Sell |
2,413
-440
| -15% | -$72.4K | 0.26% | 13 |
|
|
2021
Q1 | $469K | Buy |
2,853
+268
| +10% | +$44.1K | 0.35% | 13 |
|
|
2020
Q4 | $406 | Sell |
2,585
-1
| -0% | – | 0.26% | 13 |
|
|
2020
Q3 | $385K | Hold |
2,586
| – | – | 0.28% | 12 |
|
|
2020
Q2 | $363K | Hold |
2,586
| – | – | 0.28% | 10 |
|
|
2020
Q1 | $339K | Hold |
2,586
| – | – | 0.49% | 10 |
|
|
2019
Q4 | $377K | Buy |
+2,586
| New | +$377K | 0.38% | 13 |
|