Level Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

Level Financial Advisors’s Portfolio JNJ Stock Details JNJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-370	Closed	-$58K	–	172
2023 Q4	$58K	Sell	370 -50	-12%	-$7.67K	0.03%	109
2023 Q3	$65.5K	Sell	420 -89	-17%	-$14.7K	0.04%	96
2023 Q2	$84.3K	Buy	509 +5	+1%	+$807	0.05%	83
2023 Q1	$78.1K	Sell	504 -32	-6%	-$5.17K	0.05%	79
2022 Q4	$95K	Sell	536 -57	-10%	-$9.84K	0.06%	73
2022 Q3	$97K	Buy	593 +8	+1%	+$1.35K	0.07%	72
2022 Q2	$104K	Buy	585 +27	+5%	+$4.81K	0.08%	72
2022 Q1	$99K	Sell	558 -66	-11%	-$11.2K	0.08%	61
2021 Q4	$107K	Buy	+624	New	+$102K	0.08%	60

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Level Financial Advisors's JNJ Position: Q1 2024 in Review

Level Financial Advisors sold out of Johnson & Johnson (JNJ) in Q1 2024, closing a stake of 370 shares — an estimated $58K sold.

Level Financial Advisors first reported a position in JNJ in Q4 2021 and held it in 9 quarters. The position peaked at $107K in Q4 2021. 3,848 funds tracked by Wall St. Rank hold JNJ as of Q1 2024.

Level Financial Advisors reported no remaining Johnson & Johnson position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 370 Johnson & Johnson shares in Q1 2024, an estimated $58K.
Level Financial Advisors first reported a position in Johnson & Johnson in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Johnson & Johnson position peaked at $107K in Q4 2021.
3,848 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.