CM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
2,444
-1,315
| -35% | -$201K | 0.11% | 65 |
|
|
2025
Q1 | $623K | Hold |
3,759
| – | – | 0.2% | 48 |
|
|
2024
Q4 | $544K | Sell |
3,759
-345
| -8% | -$49.9K | 0.18% | 51 |
|
|
2024
Q3 | $665K | Hold |
4,104
| – | – | 0.22% | 44 |
|
|
2024
Q2 | $600K | Buy |
4,104
+155
| +4% | +$22.7K | 0.29% | 34 |
|
|
2024
Q1 | $587K | Buy |
3,949
+1,089
| +38% | +$162K | 0.17% | 67 |
|
|
2023
Q4 | $448K | Hold |
2,860
| – | – | 0.19% | 49 |
|
|
2023
Q3 | $422K | Sell |
2,860
-1,049
| -27% | -$155K | 0.16% | 48 |
|
|
2023
Q2 | $682K | Buy |
3,909
+982
| +34% | +$171K | 0.22% | 50 |
|
|
2023
Q1 | $477K | Buy |
2,927
+67
| +2% | +$10.9K | 0.09% | 265 |
|
|
2022
Q4 | $505K | Sell |
2,860
-500,616
| -99% | -$88.4M | 0.26% | 39 |
|
|
2022
Q3 | $503M | Buy |
503,476
+500,394
| +16,236% | +$500M | 0.28% | 35 |
|
|
2022
Q2 | $547K | Buy |
+3,082
| New | +$547K | 0.33% | 36 |
|