Private Ocean’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.03M Sell
7,069
-131
-2% -$19.5K 0.09% 66
2024
Q1
$1.14M Buy
7,200
+8
+0.1% +$1.27K 0.12% 60
2023
Q4
$1.13M Buy
7,192
+491
+7% +$75.3K 0.11% 59
2023
Q3
$1.04M Sell
6,701
-220
-3% -$36.3K 0.13% 54
2023
Q2
$1.15M Buy
6,921
+533
+8% +$86K 0.15% 54
2023
Q1
$990K Buy
6,388
+133
+2% +$21.5K 0.13% 57
2022
Q4
$1.1M Sell
6,255
-64
-1% -$11.1K 0.14% 49
2022
Q3
$1.03M Sell
6,319
-120
-2% -$20.3K 0.16% 44
2022
Q2
$1.14M Sell
6,439
-3
-0% -$535 0.18% 41
2022
Q1
$1.14M Sell
6,442
-970
-13% -$165K 0.14% 41
2021
Q4
$1.27M Hold
7,412
0.15% 38
2021
Q3
$1.2M Sell
7,412
-1,290
-15% -$220K 0.15% 39
2021
Q2
$1.43M Sell
8,702
-114
-1% -$18.9K 0.19% 37
2021
Q1
$1.45M Buy
8,816
+64
+0.7% +$10.4K 0.26% 33
2020
Q4
$1.38M Sell
8,752
-791
-8% -$117K 0.28% 32
2020
Q3
$1.42M Buy
9,543
+265
+3% +$39.2K 0.33% 33
2020
Q2
$1.3M Buy
9,278
+1,635
+21% +$238K 0.32% 32
2020
Q1
$1M Buy
7,643
+1,946
+34% +$276K 0.27% 31
2019
Q4
$832K Buy
5,697
+125
+2% +$17K 0.2% 39
2019
Q3
$721K Sell
5,572
-200
-3% -$26.3K 0.18% 42
2019
Q2
$803K Buy
5,772
+387
+7% +$53.6K 0.21% 39
2019
Q1
$753K Buy
5,385
+1,439
+36% +$193K 0.2% 43
2018
Q4
$509K Sell
3,946
-219
-5% -$30.5K 0.14% 64
2018
Q3
$576K Hold
4,165
0.26% 37
2018
Q2
$505K Buy
4,165
+1
+0% +$125 0.23% 41
2018
Q1
$533K Buy
4,164
+4,088
+5,379% +$553K 0.25% 42
2017
Q4
$11K Buy
76
+36
+90% +$5.01K 0.01% 223
2017
Q3
$5K Hold
40
﹤0.01% 172
2017
Q2
$5K Hold
40
﹤0.01% 154
2017
Q1
$5K Hold
40
﹤0.01% 155
2016
Q4
$5K Buy
+40
New +$4.62K ﹤0.01% 167
2015
Q1
Sell
-1,611
Closed -$168K 184
2014
Q4
$168K Buy
1,611
+1,501
+1,365% +$158K 0.13% 55
2014
Q3
$12K Buy
+110
New +$11.4K 0.01% 152

Other funds holding JNJ

Private Ocean's JNJ Position: Q2 2024 in Review

Private Ocean reduced its Johnson & Johnson (JNJ) stake by 1.8% in Q2 2024, selling an estimated $19.5K and leaving 7,069 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #66.

Private Ocean first reported a position in JNJ in Q3 2014 and has held it in 33 quarters since. The position peaked at $1.45M in Q1 2021. 3,801 funds tracked by Wall St. Rank hold JNJ as of Q2 2024.

  • Private Ocean held 7,069 shares of Johnson & Johnson worth $1.03M as of Q2 2024.
  • Private Ocean sold 131 Johnson & Johnson shares in Q2 2024, an estimated $19.5K.
  • Johnson & Johnson made up 0.09% of Private Ocean's portfolio in Q2 2024, its #66 holding.
  • Private Ocean first reported a position in Johnson & Johnson in Q3 2014 and has held it in 33 quarters since.
  • Private Ocean's Johnson & Johnson position peaked at $1.45M in Q1 2021.
  • 3,801 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.