Clear Perspectives Financial Planning’s Johnson & Johnson JNJ Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$132K	Hold	850	–	–	0.07%	50
2022 Q4	$150K	Sell	850 -62	-7%	-$10.7K	0.08%	49
2022 Q3	$149K	Buy	912 +11	+1%	+$1.86K	0.07%	51
2022 Q2	$160K	Hold	901	–	–	0.06%	56
2022 Q1	$160K	Hold	901	–	–	0.06%	57
2021 Q4	$154K	Hold	901	–	–	0.06%	63
2021 Q3	$146K	Buy	901 +51	+6%	+$8.7K	0.07%	67
2021 Q2	$140K	Hold	850	–	–	0.07%	67
2021 Q1	$140K	Hold	850	–	–	0.08%	61
2020 Q4	$134K	Buy	+850	New	+$125K	0.08%	61

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Clear Perspectives Financial Planning's JNJ Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Johnson & Johnson (JNJ) position steady in Q1 2023 at 850 shares worth $132K. The position accounts for 0.07% of the portfolio, ranked #50.

Clear Perspectives Financial Planning first reported a position in JNJ in Q4 2020 and has held it in 10 quarters since. The position peaked at $160K in Q2 2022. 3,728 funds tracked by Wall St. Rank hold JNJ as of Q1 2023.

Clear Perspectives Financial Planning held 850 shares of Johnson & Johnson worth $132K as of Q1 2023.
Clear Perspectives Financial Planning left its Johnson & Johnson share count unchanged in Q1 2023.
Johnson & Johnson made up 0.07% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #50 holding.
Clear Perspectives Financial Planning first reported a position in Johnson & Johnson in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Johnson & Johnson position peaked at $160K in Q2 2022.
3,728 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.