Regent Peak Wealth 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
Q1 | $976K | Sell |
5,883
-586
| -9% | -$97.2K | 0.23% | 48 |
|
|
2024
Q4 | $936K | Sell |
6,469
-9,743
| -60% | -$1.41M | 0.21% | 50 |
|
|
2024
Q3 | $2.63M | Sell |
16,212
-1,839
| -10% | -$298K | 0.6% | 32 |
|
|
2024
Q2 | $2.64M | Buy |
18,051
+12,080
| +202% | +$1.77M | 0.6% | 37 |
|
|
2024
Q1 | $944K | Sell |
5,971
-1,266
| -17% | -$200K | 0.24% | 61 |
|
|
2023
Q4 | $1.13M | Sell |
7,237
-12,584
| -63% | -$1.97M | 0.31% | 53 |
|
|
2023
Q3 | $3.09M | Buy |
19,821
+204
| +1% | +$31.8K | 0.94% | 21 |
|
|
2023
Q2 | $3.25M | Buy |
19,617
+266
| +1% | +$44K | 0.95% | 22 |
|
|
2023
Q1 | $3M | Buy |
19,351
+238
| +1% | +$36.9K | 0.93% | 22 |
|
|
2022
Q4 | $3.38M | Buy |
19,113
+446
| +2% | +$78.8K | 1.11% | 19 |
|
|
2022
Q3 | $3.05M | Buy |
18,667
+178
| +1% | +$29.1K | 1.07% | 20 |
|
|
2022
Q2 | $3.28M | Buy |
18,489
+99
| +0.5% | +$17.6K | 1.07% | 20 |
|
|
2022
Q1 | $3.26M | Buy |
18,390
+460
| +3% | +$81.5K | 0.94% | 19 |
|
|
2021
Q4 | $3.07M | Sell |
17,930
-983
| -5% | -$168K | 0.83% | 20 |
|
|
2021
Q3 | $3.05M | Buy |
18,913
+223
| +1% | +$36K | 0.87% | 21 |
|
|
2021
Q2 | $3.22M | Buy |
18,690
+1,185
| +7% | +$204K | 0.9% | 21 |
|
|
2021
Q1 | $2.88M | Buy |
17,505
+1,645
| +10% | +$270K | 0.95% | 20 |
|
|
2020
Q4 | $2.5M | Buy |
15,860
+533
| +3% | +$83.9K | 0.83% | 20 |
|
|
2020
Q3 | $2.28M | Buy |
15,327
+604
| +4% | +$89.9K | 0.97% | 22 |
|
|
2020
Q2 | $2.07M | Sell |
14,723
-1,172
| -7% | -$165K | 0.94% | 21 |
|
|
2020
Q1 | $2.08M | Buy |
15,895
+1,708
| +12% | +$224K | 1.16% | 20 |
|
|
2019
Q4 | $2.07M | Buy |
+14,187
| New | +$2.07M | 0.94% | 20 |
|