Financial Synergies 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 | $1.02M | Buy |
+6,651
| New | +$1.02M | 0.11% | 49 |
|
|
2024
Q2 | – | Sell |
-437
| Closed | -$69.2K | – | 263 |
|
|
2024
Q1 | $69.2K | Buy |
437
+312
| +250% | +$49.4K | 0.01% | 113 |
|
|
2023
Q4 | $22.1K | Sell |
125
-309
| -71% | -$54.6K | ﹤0.01% | 133 |
|
|
2023
Q3 | $67.7K | Buy |
434
+1
| +0.2% | +$156 | 0.01% | 102 |
|
|
2023
Q2 | $71.7K | Sell |
433
-32
| -7% | -$5.3K | 0.01% | 95 |
|
|
2023
Q1 | $72K | Buy |
465
+340
| +272% | +$52.7K | 0.01% | 96 |
|
|
2022
Q4 | $22.1K | Buy |
+125
| New | +$22.1K | ﹤0.01% | 133 |
|
|
2020
Q1 | – | Sell |
-1,980
| Closed | -$289K | – | 38 |
|
|
2019
Q4 | $289K | Buy |
+1,980
| New | +$289K | 0.13% | 26 |
|