Heritage Financial Services’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
$1.37M Sell
8,972
-413
-4% -$63.1K 0.13% 39
2025
Q1
$1.56M Buy
9,385
+294
+3% +$48.8K 0.15% 33
2024
Q4
$1.31M Sell
9,091
-466
-5% -$67.4K 0.17% 36
2024
Q3
$1.55M Sell
9,557
-152
-2% -$24.6K 0.21% 31
2024
Q2
$1.42M Sell
9,709
-429
-4% -$62.7K 0.2% 31
2024
Q1
$1.6M Sell
10,138
-131
-1% -$20.7K 0.24% 23
2023
Q4
$1.61M Buy
10,269
+177
+2% +$27.7K 0.27% 21
2023
Q3
$1.57M Sell
10,092
-420
-4% -$65.4K 0.31% 19
2023
Q2
$1.74M Sell
10,512
-384
-4% -$63.6K 0.35% 19
2023
Q1
$1.69M Buy
10,896
+169
+2% +$26.2K 0.37% 19
2022
Q4
$1.89M Sell
10,727
-133
-1% -$23.5K 0.48% 17
2022
Q3
$1.77M Buy
10,860
+254
+2% +$41.5K 1.08% 11
2022
Q2
$1.88M Sell
10,606
-715
-6% -$127K 1.05% 10
2022
Q1
$2.01M Buy
11,321
+356
+3% +$63.1K 1.31% 9
2021
Q4
$1.88M Buy
+10,965
New +$1.88M 1.47% 12