Capasso Planning Partners’s Johnson & Johnson JNJ Stock Holding History

Capasso Planning Partners’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
2024 Q4	–	Sell	-4,138	Closed	-$671K	–	128
2024 Q3	$671K	Sell	4,138 -4,917	-54%	-$783K	0.2%	79
2024 Q2	$1.32M	Buy	9,055 +240	+3%	+$35.7K	0.43%	52
2024 Q1	$1.39M	Sell	8,815 -1,899	-18%	-$302K	0.58%	36
2023 Q4	$1.68M	Buy	10,714 +4	+0%	+$613	0.78%	27
2023 Q3	$1.67M	Sell	10,710 -154	-1%	-$25.4K	0.89%	25
2023 Q2	$1.8M	Buy	10,864 +351	+3%	+$56.7K	0.97%	23
2023 Q1	$1.63M	Buy	10,513 +1,778	+20%	+$287K	0.96%	25
2022 Q4	$1.54M	Sell	8,735 -2	-0%	-$345	0.98%	25
2022 Q3	$1.43M	Buy	8,737 +98	+1%	+$16.6K	1%	26
2022 Q2	$1.53M	Buy	8,639 +184	+2%	+$32.8K	1.09%	23
2022 Q1	$1.5M	Buy	8,455 +118	+1%	+$20.1K	1.06%	23
2021 Q4	$1.43M	Buy	+8,337	New	+$1.36M	1.04%	24

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Norges Bank Oslo, Norway $935B AUM

Capasso Planning Partners's JNJ Position: Q4 2024 in Review

Capasso Planning Partners sold out of Johnson & Johnson (JNJ) in Q4 2024, closing a stake of 4,138 shares — an estimated $671K sold.

Capasso Planning Partners first reported a position in JNJ in Q4 2021 and held it in 12 quarters. The position peaked at $1.8M in Q2 2023. 4,105 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

Capasso Planning Partners reported no remaining Johnson & Johnson position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 4,138 Johnson & Johnson shares in Q4 2024, an estimated $671K.
Capasso Planning Partners first reported a position in Johnson & Johnson in Q4 2021 and held it in 12 quarters.
Capasso Planning Partners's Johnson & Johnson position peaked at $1.8M in Q2 2023.
4,105 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.