Mount Yale Investment Advisors’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 | $2.4M | Sell |
15,710
-1,446
| -8% | -$221K | 0.19% | 110 |
|
|
2025
Q1 | $2.85M | Sell |
17,156
-1,216
| -7% | -$202K | 0.24% | 89 |
|
|
2024
Q4 | $2.66M | Sell |
18,372
-52
| -0.3% | -$7.52K | 0.21% | 95 |
|
|
2024
Q3 | $2.99M | Sell |
18,424
-3,723
| -17% | -$603K | 0.29% | 81 |
|
|
2024
Q2 | $3.24M | Buy |
22,147
+96
| +0.4% | +$14K | 0.26% | 79 |
|
|
2024
Q1 | $3.49M | Buy |
22,051
+1,033
| +5% | +$163K | 0.27% | 79 |
|
|
2023
Q4 | $3.29M | Sell |
21,018
-637
| -3% | -$99.8K | 0.31% | 79 |
|
|
2023
Q3 | $3.37M | Sell |
21,655
-5,544
| -20% | -$863K | 0.37% | 63 |
|
|
2023
Q2 | $4.5M | Sell |
27,199
-906
| -3% | -$150K | 0.48% | 43 |
|
|
2023
Q1 | $4.36M | Buy |
28,105
+1,000
| +4% | +$155K | 0.49% | 44 |
|
|
2022
Q4 | $4.79M | Buy |
27,105
+900
| +3% | +$159K | 0.54% | 47 |
|
|
2022
Q3 | $4.28M | Sell |
26,205
-182
| -0.7% | -$29.7K | 0.57% | 39 |
|
|
2022
Q2 | $4.68M | Buy |
26,387
+920
| +4% | +$163K | 0.59% | 37 |
|
|
2022
Q1 | $4.51M | Buy |
25,467
+1,742
| +7% | +$309K | 0.49% | 48 |
|
|
2021
Q4 | $4.06M | Buy |
23,725
+1,120
| +5% | +$192K | 0.42% | 52 |
|
|
2021
Q3 | $3.65M | Buy |
22,605
+5,132
| +29% | +$829K | 0.42% | 58 |
|
|
2021
Q2 | $2.88M | Buy |
17,473
+1,393
| +9% | +$229K | 0.35% | 72 |
|
|
2021
Q1 | $2.64M | Buy |
16,080
+275
| +2% | +$45.2K | 0.34% | 73 |
|
|
2020
Q4 | $2.49M | Buy |
15,805
+287
| +2% | +$45.2K | 0.35% | 74 |
|
|
2020
Q3 | $2.31M | Buy |
15,518
+2,315
| +18% | +$345K | 0.33% | 72 |
|
|
2020
Q2 | $1.86M | Buy |
13,203
+2,210
| +20% | +$311K | 0.33% | 75 |
|
|
2020
Q1 | $1.44M | Buy |
10,993
+3,354
| +44% | +$440K | 0.33% | 75 |
|
|
2019
Q4 | $1.14M | Sell |
7,639
-282
| -4% | -$42K | 0.2% | 114 |
|
|
2019
Q3 | $1.04M | Buy |
7,921
+235
| +3% | +$30.9K | 0.19% | 114 |
|
|
2019
Q2 | $1M | Sell |
7,686
-519
| -6% | -$67.6K | 0.18% | 112 |
|
|
2019
Q1 | $1.15M | Sell |
8,205
-3,387
| -29% | -$473K | 0.21% | 105 |
|
|
2018
Q4 | $1.53M | Sell |
11,592
-1,631
| -12% | -$215K | 0.31% | 82 |
|
|
2018
Q3 | $1.91M | Buy |
13,223
+247
| +2% | +$35.8K | 0.33% | 69 |
|
|
2018
Q2 | $1.58M | Buy |
12,976
+752
| +6% | +$91.3K | 0.3% | 84 |
|
|
2018
Q1 | $1.57M | Buy |
+12,224
| New | +$1.57M | 0.34% | 79 |
|