Kellett Wealth Advisors’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 | $313K | Buy |
2,050
+274
| +15% | +$41.9K | 0.2% | 50 |
|
|
2025
Q1 | $295K | Buy |
1,776
+127
| +8% | +$21.1K | 0.2% | 54 |
|
|
2024
Q4 | $238K | Sell |
1,649
-320
| -16% | -$46.3K | 0.16% | 59 |
|
|
2024
Q3 | $319K | Buy |
1,969
+323
| +20% | +$52.3K | 0.23% | 52 |
|
|
2024
Q2 | $241K | Sell |
1,646
-235
| -12% | -$34.3K | 0.19% | 59 |
|
|
2024
Q1 | $298K | Sell |
1,881
-2
| -0.1% | -$316 | 0.21% | 65 |
|
|
2023
Q4 | $295K | Buy |
1,883
+3
| +0.2% | +$470 | 0.22% | 59 |
|
|
2023
Q3 | $293K | Buy |
1,880
+68
| +4% | +$10.6K | 0.25% | 45 |
|
|
2023
Q2 | $300K | Sell |
1,812
-351
| -16% | -$58.1K | 0.27% | 39 |
|
|
2023
Q1 | $335K | Buy |
2,163
+3
| +0.1% | +$465 | 0.32% | 34 |
|
|
2022
Q4 | $382K | Buy |
2,160
+2
| +0.1% | +$353 | 0.37% | 32 |
|
|
2022
Q3 | $375K | Sell |
2,158
-98
| -4% | -$17K | 0.46% | 27 |
|
|
2022
Q2 | $400K | Buy |
2,256
+3
| +0.1% | +$532 | 0.52% | 27 |
|
|
2022
Q1 | $399K | Buy |
2,253
+302
| +15% | +$53.5K | 0.32% | 33 |
|
|
2021
Q4 | $334K | Buy |
+1,951
| New | +$334K | 0.26% | 41 |
|