Holistic Planning’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 | $621K | Buy |
4,065
+1,040
| +34% | +$159K | 0.18% | 100 |
|
|
2025
Q1 | $502K | Buy |
3,025
+40
| +1% | +$6.63K | 0.17% | 104 |
|
|
2024
Q4 | $432K | Sell |
2,985
-10
| -0.3% | -$1.45K | 0.16% | 104 |
|
|
2024
Q3 | $485K | Buy |
2,995
+847
| +39% | +$137K | 0.21% | 86 |
|
|
2024
Q2 | $340K | Hold |
2,148
| – | – | 0.26% | 77 |
|
|
2024
Q1 | $340K | Buy |
2,148
+144
| +7% | +$22.8K | 0.26% | 77 |
|
|
2023
Q4 | $314K | Buy |
+2,004
| New | +$314K | 0.26% | 83 |
|