ShankerValleau 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 | – | Sell |
-1,219
| Closed | -$202K | – | 41 |
|
|
2025
Q1 | $202K | Buy |
+1,219
| New | +$202K | 0.07% | 38 |
|
|
2024
Q4 | – | Sell |
-3,025
| Closed | -$490K | – | 37 |
|
|
2024
Q3 | $490K | Buy |
+3,025
| New | +$490K | 0.17% | 17 |
|
|
2023
Q3 | – | Sell |
-1,219
| Closed | -$202K | – | 24 |
|
|
2023
Q2 | $202K | Buy |
+1,219
| New | +$202K | 0.11% | 24 |
|
|
2023
Q1 | – | Sell |
-1,219
| Closed | -$215K | – | 22 |
|
|
2022
Q4 | $215K | Buy |
+1,219
| New | +$215K | 0.13% | 18 |
|
|
2022
Q3 | – | Sell |
-1,219
| Closed | -$216K | – | 16 |
|
|
2022
Q2 | $216K | Hold |
1,219
| – | – | 0.14% | 14 |
|
|
2022
Q1 | $216K | Hold |
1,219
| – | – | 0.13% | 15 |
|
|
2021
Q4 | $209K | Buy |
+1,219
| New | +$209K | 0.12% | 16 |
|