Marcum 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
Q1
$1.97M Buy
11,855
+1,882
+19% +$312K 0.17% 66
2024
Q4
$1.44M Sell
9,973
-696
-7% -$101K 0.13% 84
2024
Q3
$1.73M Sell
10,669
-633
-6% -$103K 0.16% 67
2024
Q2
$1.65M Sell
11,302
-190
-2% -$27.8K 0.17% 66
2024
Q1
$1.82M Sell
11,492
-3,535
-24% -$559K 0.18% 60
2023
Q4
$2.36M Buy
15,027
+93
+0.6% +$14.6K 0.25% 40
2023
Q3
$2.33M Sell
14,934
-2,782
-16% -$433K 0.28% 37
2023
Q2
$2.93M Buy
17,716
+89
+0.5% +$14.7K 0.34% 29
2023
Q1
$2.73M Buy
17,627
+194
+1% +$30.1K 0.34% 28
2022
Q4
$3.08M Sell
17,433
-1,709
-9% -$302K 0.41% 25
2022
Q3
$3.13M Buy
19,142
+171
+0.9% +$27.9K 0.47% 22
2022
Q2
$3.37M Buy
18,971
+1,739
+10% +$309K 0.5% 21
2022
Q1
$3.05M Sell
17,232
-1,662
-9% -$295K 0.42% 25
2021
Q4
$3.23M Sell
18,894
-1,639
-8% -$280K 0.45% 26
2021
Q3
$3.32M Sell
20,533
-4,615
-18% -$745K 0.52% 23
2021
Q2
$4.14M Sell
25,148
-2,670
-10% -$440K 0.67% 20
2021
Q1
$4.57M Buy
27,818
+12,506
+82% +$2.06M 0.75% 17
2020
Q4
$2.41M Buy
15,312
+2,729
+22% +$430K 0.57% 22
2020
Q3
$1.87M Sell
12,583
-1,994
-14% -$297K 0.57% 25
2020
Q2
$2.05M Buy
14,577
+3,776
+35% +$531K 0.63% 27
2020
Q1
$1.42M Sell
10,801
-1,374
-11% -$180K 0.55% 21
2019
Q4
$1.78M Buy
+12,175
New +$1.78M 0.67% 18