Montis Financial’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 | $688K | Buy |
4,502
+1
| +0% | +$153 | 0.19% | 72 |
|
|
2025
Q1 | $746K | Buy |
4,501
+1
| +0% | +$166 | 0.22% | 64 |
|
|
2024
Q4 | $651K | Buy |
4,500
+308
| +7% | +$44.5K | 0.2% | 67 |
|
|
2024
Q3 | $679K | Sell |
4,192
-785
| -16% | -$127K | 0.24% | 49 |
|
|
2024
Q2 | $727K | Sell |
4,977
-789
| -14% | -$115K | 0.33% | 36 |
|
|
2024
Q1 | $912K | Sell |
5,766
-865
| -13% | -$137K | 0.43% | 31 |
|
|
2023
Q4 | $1.04M | Sell |
6,631
-406
| -6% | -$63.6K | 0.62% | 25 |
|
|
2023
Q3 | $1.1M | Buy |
7,037
+3,189
| +83% | +$497K | 0.73% | 20 |
|
|
2023
Q2 | $637K | Sell |
3,848
-171
| -4% | -$28.3K | 0.42% | 27 |
|
|
2023
Q1 | $623K | Hold |
4,019
| – | – | 0.48% | 28 |
|
|
2022
Q4 | $710K | Sell |
4,019
-123
| -3% | -$21.7K | 0.6% | 23 |
|
|
2022
Q3 | $677K | Buy |
4,142
+200
| +5% | +$32.7K | 0.65% | 22 |
|
|
2022
Q2 | $700K | Buy |
3,942
+32
| +0.8% | +$5.68K | 0.66% | 22 |
|
|
2022
Q1 | $693K | Sell |
3,910
-10
| -0.3% | -$1.77K | 0.54% | 26 |
|
|
2021
Q4 | $671K | Buy |
3,920
+36
| +0.9% | +$6.16K | 0.49% | 28 |
|
|
2021
Q3 | $618K | Sell |
3,884
-953
| -20% | -$152K | 0.53% | 24 |
|
|
2021
Q2 | $797K | Sell |
4,837
-85
| -2% | -$14K | 0.66% | 23 |
|
|
2021
Q1 | $801K | Sell |
4,922
-670
| -12% | -$109K | 0.75% | 21 |
|
|
2020
Q4 | $939K | Buy |
+5,592
| New | +$939K | 0.94% | 17 |
|