Lutz Financial Services’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 | – | Sell |
-1,213
| Closed | -$201K | – | 98 |
|
|
2025
Q1 | $201K | Buy |
+1,213
| New | +$201K | 0.02% | 95 |
|
|
2023
Q2 | – | Sell |
-1,314
| Closed | -$204K | – | 82 |
|
|
2023
Q1 | $204K | Buy |
1,314
+24
| +2% | +$3.72K | 0.02% | 76 |
|
|
2022
Q4 | $228K | Buy |
1,290
+3
| +0.2% | +$530 | 0.03% | 73 |
|
|
2022
Q3 | $210K | Buy |
+1,287
| New | +$210K | 0.03% | 70 |
|
|
2018
Q1 | – | Sell |
-3,614
| Closed | -$505K | – | 47 |
|
|
2017
Q4 | $505K | Buy |
+3,614
| New | +$505K | 0.15% | 36 |
|