Heritage Wealth Management (California)’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 | $447K | Sell |
2,929
-34
| -1% | -$5.19K | 0.3% | 52 |
|
|
2025
Q1 | $491K | Sell |
2,963
-4
| -0.1% | -$663 | 0.37% | 48 |
|
|
2024
Q4 | $429K | Buy |
2,967
+336
| +13% | +$48.6K | 0.31% | 49 |
|
|
2024
Q3 | $426K | Buy |
2,631
+37
| +1% | +$6K | 0.3% | 47 |
|
|
2024
Q2 | $379K | Sell |
2,594
-127
| -5% | -$18.6K | 0.28% | 48 |
|
|
2024
Q1 | $430K | Buy |
2,721
+38
| +1% | +$6.01K | 0.33% | 45 |
|
|
2023
Q4 | $421K | Buy |
+2,683
| New | +$421K | 0.34% | 44 |
|