Montz Harcus Wealth Management’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,461
| Closed | -$237K | – | 78 |
|
|
2024
Q3 | $237K | Sell |
1,461
-272
| -16% | -$44.1K | 0.14% | 61 |
|
|
2024
Q2 | $253K | Sell |
1,733
-211
| -11% | -$30.8K | 0.16% | 52 |
|
|
2024
Q1 | $308K | Buy |
1,944
+159
| +9% | +$25.2K | 0.21% | 46 |
|
|
2023
Q4 | $280K | Buy |
1,785
+235
| +15% | +$36.8K | 0.21% | 41 |
|
|
2023
Q3 | $241K | Sell |
1,550
-102
| -6% | -$15.9K | 0.21% | 44 |
|
|
2023
Q2 | $273K | Buy |
1,652
+12
| +0.7% | +$1.99K | 0.23% | 43 |
|
|
2023
Q1 | $254K | Sell |
1,640
-140
| -8% | -$21.7K | 0.23% | 43 |
|
|
2022
Q4 | $314K | Buy |
1,780
+50
| +3% | +$8.83K | 0.31% | 37 |
|
|
2022
Q3 | $283K | Buy |
1,730
+163
| +10% | +$26.7K | 0.31% | 38 |
|
|
2022
Q2 | $278K | Buy |
1,567
+9
| +0.6% | +$1.6K | 0.29% | 40 |
|
|
2022
Q1 | $276K | Buy |
1,558
+67
| +4% | +$11.9K | 0.25% | 41 |
|
|
2021
Q4 | $255K | Buy |
+1,491
| New | +$255K | 0.22% | 40 |
|