KWB Wealth’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 Hold
1,886
0.04% 118
2025
Q1
$273K Sell
1,886
-25
-1% -$3.62K 0.03% 130
2024
Q4
$310K Buy
1,911
+25
+1% +$4.05K 0.04% 117
2024
Q3
$276K Sell
1,886
-30
-2% -$4.39K 0.04% 112
2024
Q2
$303K Hold
1,916
0.04% 104
2024
Q1
$303K Sell
1,916
-77
-4% -$12.2K 0.04% 107
2023
Q4
$312K Sell
1,993
-356
-15% -$55.8K 0.05% 107
2023
Q3
$389K Hold
2,349
0.06% 88
2023
Q2
$389K Buy
2,349
+21
+0.9% +$3.48K 0.06% 90
2023
Q1
$411K Buy
+2,328
New +$411K 0.08% 83
2022
Q4
Sell
-2,319
Closed -$379K 116
2022
Q3
$379K Buy
2,319
+10
+0.4% +$1.63K 0.08% 72
2022
Q2
$410K Buy
2,309
+17
+0.7% +$3.02K 0.08% 70
2022
Q1
$392K Hold
2,292
0.07% 66
2021
Q4
$392K Buy
2,292
+10
+0.4% +$1.71K 0.07% 66
2021
Q3
$369K Buy
2,282
+273
+14% +$44.1K 0.07% 65
2021
Q2
$330K Hold
2,009
0.06% 65
2021
Q1
$330K Buy
2,009
+402
+25% +$66K 0.06% 65
2020
Q4
$253K Buy
+1,607
New +$253K 0.05% 70