Monterey Private 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 | $472K | Sell |
2,847
-198
| -7% | -$32.8K | 0.14% | 68 |
|
|
2024
Q4 | $440K | Sell |
3,045
-50
| -2% | -$7.23K | 0.15% | 70 |
|
|
2024
Q3 | $502K | Sell |
3,095
-252
| -8% | -$40.8K | 0.17% | 60 |
|
|
2024
Q2 | $489K | Buy |
3,347
+7
| +0.2% | +$1.02K | 0.18% | 59 |
|
|
2024
Q1 | $528K | Sell |
3,340
-464
| -12% | -$73.4K | 0.21% | 54 |
|
|
2023
Q4 | $596K | Sell |
3,804
-79
| -2% | -$12.4K | 0.27% | 47 |
|
|
2023
Q3 | $605K | Buy |
3,883
+61
| +2% | +$9.5K | 0.3% | 44 |
|
|
2023
Q2 | $633K | Sell |
3,822
-1,214
| -24% | -$201K | 0.31% | 44 |
|
|
2023
Q1 | $781K | Buy |
5,036
+164
| +3% | +$25.4K | 0.4% | 38 |
|
|
2022
Q4 | $861K | Buy |
4,872
+245
| +5% | +$43.3K | 0.46% | 36 |
|
|
2022
Q3 | $761K | Buy |
4,627
+17
| +0.4% | +$2.8K | 0.46% | 36 |
|
|
2022
Q2 | $818K | Buy |
4,610
+285
| +7% | +$50.6K | 0.47% | 36 |
|
|
2022
Q1 | $777K | Sell |
4,325
-308
| -7% | -$55.3K | 0.38% | 41 |
|
|
2021
Q4 | $792K | Buy |
4,633
+130
| +3% | +$22.2K | 0.39% | 41 |
|
|
2021
Q3 | $719K | Buy |
4,503
+61
| +1% | +$9.74K | 0.4% | 40 |
|
|
2021
Q2 | $732K | Buy |
4,442
+93
| +2% | +$15.3K | 0.42% | 38 |
|
|
2021
Q1 | $714K | Buy |
4,349
+11
| +0.3% | +$1.81K | 0.39% | 34 |
|
|
2020
Q4 | $683K | Sell |
4,338
-25
| -0.6% | -$3.94K | 0.39% | 35 |
|
|
2020
Q3 | $650K | Buy |
4,363
+12
| +0.3% | +$1.79K | 0.42% | 31 |
|
|
2020
Q2 | $612K | Buy |
4,351
+101
| +2% | +$14.2K | 0.44% | 30 |
|
|
2020
Q1 | $557K | Sell |
4,250
-246
| -5% | -$32.2K | 0.48% | 29 |
|
|
2019
Q4 | $656K | Buy |
+4,496
| New | +$656K | 0.53% | 27 |
|