Kelman-Lazarov Inc’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 | $442K | Sell |
2,890
-1,080
| -27% | -$165K | 0.07% | 82 |
|
|
2025
Q1 | $658K | Buy |
3,970
+19
| +0.5% | +$3.15K | 0.12% | 65 |
|
|
2024
Q4 | $571K | Sell |
3,951
-195
| -5% | -$28.2K | 0.1% | 67 |
|
|
2024
Q3 | $672K | Sell |
4,146
-29
| -0.7% | -$4.7K | 0.12% | 62 |
|
|
2024
Q2 | $610K | Sell |
4,175
-83
| -2% | -$12.1K | 0.11% | 63 |
|
|
2024
Q1 | $674K | Buy |
4,258
+14
| +0.3% | +$2.22K | 0.13% | 58 |
|
|
2023
Q4 | $665K | Sell |
4,244
-165
| -4% | -$25.9K | 0.14% | 55 |
|
|
2023
Q3 | $687K | Buy |
4,409
+284
| +7% | +$44.2K | 0.16% | 52 |
|
|
2023
Q2 | $683K | Buy |
4,125
+151
| +4% | +$25K | 0.16% | 52 |
|
|
2023
Q1 | $616K | Buy |
3,974
+21
| +0.5% | +$3.26K | 0.16% | 53 |
|
|
2022
Q4 | $698K | Sell |
3,953
-395
| -9% | -$69.8K | 0.2% | 50 |
|
|
2022
Q3 | $710K | Buy |
4,348
+200
| +5% | +$32.7K | 0.24% | 36 |
|
|
2022
Q2 | $736K | Sell |
4,148
-224
| -5% | -$39.7K | 0.25% | 35 |
|
|
2022
Q1 | $775K | Sell |
4,372
-50
| -1% | -$8.86K | 0.26% | 35 |
|
|
2021
Q4 | $756K | Buy |
4,422
+329
| +8% | +$56.2K | 0.24% | 40 |
|
|
2021
Q3 | $661K | Sell |
4,093
-155
| -4% | -$25K | 0.23% | 41 |
|
|
2021
Q2 | $700K | Sell |
4,248
-230
| -5% | -$37.9K | 0.24% | 40 |
|
|
2021
Q1 | $736K | Hold |
4,478
| – | – | 0.26% | 36 |
|
|
2020
Q4 | $705K | Buy |
4,478
+50
| +1% | +$7.87K | 0.27% | 38 |
|
|
2020
Q3 | $659K | Buy |
4,428
+218
| +5% | +$32.4K | 0.3% | 37 |
|
|
2020
Q2 | $592K | Sell |
4,210
-409
| -9% | -$57.5K | 0.27% | 38 |
|
|
2020
Q1 | $606K | Sell |
4,619
-170
| -4% | -$22.3K | 0.32% | 38 |
|
|
2019
Q4 | $699K | Sell |
4,789
-86
| -2% | -$12.6K | 0.31% | 47 |
|
|
2019
Q3 | $631K | Sell |
4,875
-168
| -3% | -$21.7K | 0.31% | 46 |
|
|
2019
Q2 | $702K | Hold |
5,043
| – | – | 0.36% | 47 |
|
|
2019
Q1 | $705K | Buy |
5,043
+562
| +13% | +$78.6K | 0.37% | 47 |
|
|
2018
Q4 | $578K | Hold |
4,481
| – | – | 0.36% | 57 |
|
|
2018
Q3 | $619K | Sell |
4,481
-200
| -4% | -$27.6K | 0.36% | 60 |
|
|
2018
Q2 | $568K | Sell |
4,681
-191
| -4% | -$23.2K | 0.3% | 72 |
|
|
2018
Q1 | $624K | Sell |
4,872
-200
| -4% | -$25.6K | 0.34% | 70 |
|
|
2017
Q4 | $709K | Sell |
5,072
-150
| -3% | -$21K | 0.36% | 65 |
|
|
2017
Q3 | $679K | Sell |
5,222
-2,247
| -30% | -$292K | 0.36% | 70 |
|
|
2017
Q2 | $988K | Buy |
7,469
+200
| +3% | +$26.5K | 0.54% | 58 |
|
|
2017
Q1 | $905K | Sell |
7,269
-50
| -0.7% | -$6.23K | 0.58% | 54 |
|
|
2016
Q4 | $843K | Sell |
7,319
-656
| -8% | -$75.6K | 0.48% | 60 |
|
|
2016
Q3 | $948K | Sell |
7,975
-674
| -8% | -$80.1K | 0.54% | 54 |
|
|
2016
Q2 | $1.05M | Sell |
8,649
-101
| -1% | -$12.3K | 0.6% | 53 |
|
|
2016
Q1 | $955K | Buy |
+8,750
| New | +$955K | 0.56% | 53 |
|