Holistic Financial Partners’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 | $516K | Sell |
3,381
-73
| -2% | -$11.2K | 0.23% | 53 |
|
|
2025
Q1 | $573K | Buy |
3,454
+162
| +5% | +$26.9K | 0.28% | 47 |
|
|
2024
Q4 | $476K | Sell |
3,292
-306
| -9% | -$44.3K | 0.24% | 55 |
|
|
2024
Q3 | $583K | Buy |
3,598
+125
| +4% | +$20.3K | 0.28% | 44 |
|
|
2024
Q2 | $508K | Buy |
3,473
+795
| +30% | +$116K | 0.25% | 46 |
|
|
2024
Q1 | $424K | Buy |
2,678
+79
| +3% | +$12.5K | 0.22% | 58 |
|
|
2023
Q4 | $407K | Buy |
2,599
+601
| +30% | +$94.2K | 0.25% | 55 |
|
|
2023
Q3 | $311K | Sell |
1,998
-160
| -7% | -$24.9K | 0.21% | 69 |
|
|
2023
Q2 | $357K | Buy |
2,158
+45
| +2% | +$7.45K | 0.25% | 56 |
|
|
2023
Q1 | $327K | Buy |
2,113
+36
| +2% | +$5.58K | 0.26% | 62 |
|
|
2022
Q4 | $367K | Buy |
2,077
+69
| +3% | +$12.2K | 0.33% | 49 |
|
|
2022
Q3 | $328K | Buy |
2,008
+102
| +5% | +$16.7K | 0.32% | 50 |
|
|
2022
Q2 | $338K | Sell |
1,906
-115
| -6% | -$20.4K | 0.32% | 51 |
|
|
2022
Q1 | $358K | Buy |
2,021
+23
| +1% | +$4.07K | 0.23% | 61 |
|
|
2021
Q4 | $342K | Buy |
1,998
+10
| +0.5% | +$1.71K | 0.2% | 72 |
|
|
2021
Q3 | $321K | Sell |
1,988
-1,313
| -40% | -$212K | 0.2% | 75 |
|
|
2021
Q2 | $544K | Buy |
3,301
+31
| +0.9% | +$5.11K | 0.32% | 44 |
|
|
2021
Q1 | $537K | Sell |
3,270
-138
| -4% | -$22.7K | 0.35% | 39 |
|
|
2020
Q4 | $536K | Buy |
3,408
+103
| +3% | +$16.2K | 0.37% | 37 |
|
|
2020
Q3 | $490K | Buy |
3,305
+134
| +4% | +$19.9K | 0.39% | 37 |
|
|
2020
Q2 | $446K | Sell |
3,171
-279
| -8% | -$39.2K | 0.38% | 33 |
|
|
2020
Q1 | $452K | Sell |
3,450
-29
| -0.8% | -$3.8K | 0.47% | 30 |
|
|
2019
Q4 | $507K | Buy |
3,479
+547
| +19% | +$79.7K | 0.3% | 43 |
|
|
2019
Q3 | $381K | Sell |
2,932
-837
| -22% | -$109K | 0.34% | 42 |
|
|
2019
Q2 | $525K | Sell |
3,769
-177
| -4% | -$24.7K | 0.52% | 24 |
|
|
2019
Q1 | $552K | Buy |
3,946
+201
| +5% | +$28.1K | 0.23% | 50 |
|
|
2018
Q4 | $483K | Sell |
3,745
-11
| -0.3% | -$1.42K | 0.5% | 28 |
|
|
2018
Q3 | $519K | Buy |
+3,756
| New | +$519K | 0.48% | 32 |
|
|
2018
Q2 | – | Sell |
-3,505
| Closed | -$449K | – | 211 |
|
|
2018
Q1 | $449K | Buy |
3,505
+14
| +0.4% | +$1.79K | 0.37% | 31 |
|
|
2017
Q4 | $488K | Buy |
+3,491
| New | +$488K | 0.4% | 29 |
|