Lyell Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Lyell Wealth Management’s Portfolio JNJ Stock Details JNJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Buy	7,662 +1,257	+20%	+$192K	0.09%	113
2025 Q1	$1.06M	Sell	6,405 -1,034	-14%	-$171K	0.1%	117
2024 Q4	$1.08M	Buy	7,439 +104	+1%	+$15K	0.1%	116
2024 Q3	$1.19M	Buy	7,335 +3	+0%	+$486	0.11%	113
2024 Q2	$1.07M	Buy	7,332 +267	+4%	+$39K	0.1%	110
2024 Q1	$1.12M	Sell	7,065 -531	-7%	-$84K	0.11%	108
2023 Q4	$1.19M	Buy	7,596 +3,099	+69%	+$486K	0.14%	108
2023 Q3	$700K	Sell	4,497 -46	-1%	-$7.17K	0.09%	112
2023 Q2	$752K	Hold	4,543	–	–	0.1%	115
2023 Q1	$704K	Sell	4,543 -158	-3%	-$24.5K	0.1%	127
2022 Q4	$830K	Buy	4,701 +90	+2%	+$15.9K	0.13%	114
2022 Q3	$753K	Buy	4,611 +78	+2%	+$12.7K	0.13%	112
2022 Q2	$805K	Buy	4,533 +90	+2%	+$16K	0.13%	110
2022 Q1	$787K	Buy	4,443 +269	+6%	+$47.6K	0.1%	117
2021 Q4	$714K	Buy	4,174 +20	+0.5%	+$3.42K	0.08%	119
2021 Q3	$671K	Sell	4,154 -5	-0.1%	-$808	0.08%	118
2021 Q2	$685K	Buy	4,159 +712	+21%	+$117K	0.08%	120
2021 Q1	$566K	Buy	3,447 +17	+0.5%	+$2.79K	0.08%	125
2020 Q4	$540K	Buy	3,430 +104	+3%	+$16.4K	0.09%	108
2020 Q3	$495K	Buy	3,326 +266	+9%	+$39.6K	0.09%	95
2020 Q2	$430K	Sell	3,060 -405	-12%	-$56.9K	0.09%	89
2020 Q1	$454K	Buy	3,465 +193	+6%	+$25.3K	0.14%	85
2019 Q4	$477K	Hold	3,272	–	–	0.13%	85
2019 Q3	$423K	Buy	3,272 +60	+2%	+$7.76K	0.13%	87
2019 Q2	$447K	Sell	3,212 -250	-7%	-$34.8K	0.13%	91
2019 Q1	$484K	Hold	3,462	–	–	0.16%	86
2018 Q4	$447K	Hold	3,462	–	–	0.19%	82
2018 Q3	$478K	Sell	3,462 -500	-13%	-$69K	0.16%	85
2018 Q2	$481K	Sell	3,962 -1,775	-31%	-$215K	0.18%	83
2018 Q1	$735K	Sell	5,737 -19	-0.3%	-$2.43K	0.27%	75
2017 Q4	$804K	Sell	5,756 -300	-5%	-$41.9K	0.32%	74
2017 Q3	$787K	Sell	6,056 -60	-1%	-$7.8K	0.34%	72
2017 Q2	$809K	Sell	6,116 -175	-3%	-$23.1K	0.39%	65
2017 Q1	$784K	Sell	6,291 -228	-3%	-$28.4K	0.42%	62
2016 Q4	$751K	Buy	+6,519	New	+$751K	0.47%	60