Invenio Wealth 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
$210K Sell
1,373
-634
-32% -$96.8K 0.08% 93
2025
Q1
$333K Sell
2,007
-1,397
-41% -$232K 0.14% 65
2024
Q4
$492K Buy
3,404
+120
+4% +$17.4K 0.21% 52
2024
Q3
$532K Buy
3,284
+128
+4% +$20.7K 0.23% 50
2024
Q2
$461K Sell
3,156
-297
-9% -$43.4K 0.23% 49
2024
Q1
$546K Buy
3,453
+262
+8% +$41.4K 0.29% 47
2023
Q4
$500K Buy
3,191
+626
+24% +$98.1K 0.36% 47
2023
Q3
$399K Buy
2,565
+739
+40% +$115K 0.36% 51
2023
Q2
$302K Buy
+1,826
New +$302K 0.34% 54