Sax 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
Q2
$4.78M Buy
31,320
+9,232
+42% +$1.41M 0.29% 57
2025
Q1
$3.66M Buy
22,088
+3,150
+17% +$522K 0.26% 58
2024
Q4
$2.74M Buy
18,938
+2,814
+17% +$407K 0.21% 62
2024
Q3
$2.61M Sell
16,124
-700
-4% -$113K 0.23% 53
2024
Q2
$2.46M Buy
16,824
+1,209
+8% +$177K 0.23% 56
2024
Q1
$2.47M Sell
15,615
-80
-0.5% -$12.7K 0.29% 43
2023
Q4
$2.46M Buy
15,695
+348
+2% +$54.5K 0.4% 46
2023
Q3
$2.39M Buy
15,347
+514
+3% +$80.1K 0.47% 39
2023
Q2
$2.46M Sell
14,833
-68
-0.5% -$11.3K 0.49% 38
2023
Q1
$2.31M Buy
14,901
+366
+3% +$56.7K 0.5% 38
2022
Q4
$2.57M Sell
14,535
-3,028
-17% -$535K 0.59% 33
2022
Q3
$2.87M Buy
17,563
+7,735
+79% +$1.26M 0.74% 27
2022
Q2
$1.75M Buy
9,828
+7,775
+379% +$1.38M 0.44% 40
2022
Q1
$364K Sell
2,053
-293
-12% -$51.9K 0.09% 126
2021
Q4
$401K Buy
2,346
+882
+60% +$151K 0.08% 128
2021
Q3
$236K Buy
1,464
+141
+11% +$22.7K 0.06% 150
2021
Q2
$218K Buy
1,323
+2
+0.2% +$330 0.07% 147
2021
Q1
$217K Buy
1,321
+35
+3% +$5.75K 0.08% 137
2020
Q4
$202K Buy
+1,286
New +$202K 0.09% 125