Peak Financial Management’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 | – | Sell |
-1,271
| Closed | -$211K | – | 101 |
|
|
2025
Q1 | $211K | Buy |
+1,271
| New | +$211K | 0.06% | 90 |
|
|
2024
Q4 | – | Sell |
-1,425
| Closed | -$231K | – | 101 |
|
|
2024
Q3 | $231K | Buy |
+1,425
| New | +$231K | 0.07% | 89 |
|
|
2024
Q2 | – | Sell |
-1,286
| Closed | -$203K | – | 100 |
|
|
2024
Q1 | $203K | Buy |
+1,286
| New | +$203K | 0.06% | 96 |
|
|
2023
Q4 | – | Sell |
-1,599
| Closed | -$249K | – | 86 |
|
|
2023
Q3 | $249K | Sell |
1,599
-46
| -3% | -$7.16K | 0.09% | 63 |
|
|
2023
Q2 | $272K | Buy |
1,645
+1
| +0.1% | +$165 | 0.1% | 72 |
|
|
2023
Q1 | $255K | Hold |
1,644
| – | – | 0.09% | 65 |
|
|
2022
Q4 | $290K | Hold |
1,644
| – | – | 0.11% | 58 |
|
|
2022
Q3 | $269K | Hold |
1,644
| – | – | 0.11% | 60 |
|
|
2022
Q2 | $292K | Sell |
1,644
-47
| -3% | -$8.35K | 0.11% | 57 |
|
|
2022
Q1 | $300K | Hold |
1,691
| – | – | 0.1% | 60 |
|
|
2021
Q4 | $289K | Buy |
1,691
+199
| +13% | +$34K | 0.09% | 62 |
|
|
2021
Q3 | $241K | Sell |
1,492
-34
| -2% | -$5.49K | 0.08% | 61 |
|
|
2021
Q2 | $251K | Buy |
1,526
+83
| +6% | +$13.7K | 0.09% | 65 |
|
|
2021
Q1 | $237K | Buy |
+1,443
| New | +$237K | 0.09% | 63 |
|