Compass Financial Advisors’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-9,064
| Closed | -$1.4M | – | 47 |
|
2023
Q1 | $1.4M | Sell |
9,064
-13
| -0.1% | -$2.02K | 1.78% | 9 |
|
2022
Q4 | $1.6M | Buy |
9,077
+70
| +0.8% | +$12.4K | 2.16% | 7 |
|
2022
Q3 | $1.47M | Buy |
9,007
+4
| +0% | +$653 | 2.19% | 8 |
|
2022
Q2 | $1.6M | Buy |
9,003
+2
| +0% | +$355 | 2.18% | 7 |
|
2022
Q1 | $1.6M | Buy |
9,001
+728
| +9% | +$129K | 1.76% | 8 |
|
2021
Q4 | $1.42M | Buy |
+8,273
| New | +$1.42M | 1.56% | 11 |
|