Delap Wealth Advisory’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
Sell
-8,660
Closed -$1.44M 83
2025
Q1
$1.44M Buy
8,660
+7,040
+435% +$1.17M 0.8% 26
2024
Q4
$234K Sell
1,620
-79
-5% -$11.4K 0.14% 70
2024
Q3
$275K Sell
1,699
-336
-17% -$54.5K 0.17% 50
2024
Q2
$297K Sell
2,035
-4,787
-70% -$700K 0.14% 77
2024
Q1
$1.08M Buy
6,822
+180
+3% +$28.5K 0.44% 40
2023
Q4
$1.04M Buy
6,642
+5,159
+348% +$809K 0.47% 31
2023
Q3
$231K Buy
+1,483
New +$231K 0.22% 46
2023
Q2
Sell
-1,467
Closed -$227K 56
2023
Q1
$227K Sell
1,467
-1,098
-43% -$170K 0.23% 48
2022
Q4
$453K Buy
+2,565
New +$453K 0.47% 35