Silver Oak Advisory Group’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,769
| Closed | -$275K | – | 63 |
|
|
2023
Q3 | $275K | Buy |
1,769
+377
| +27% | +$58.6K | 0.18% | 51 |
|
|
2023
Q2 | $230K | Hold |
1,392
| – | – | 0.15% | 52 |
|
|
2023
Q1 | $215K | Hold |
1,392
| – | – | 0.14% | 54 |
|
|
2022
Q4 | $245K | Buy |
1,392
+7
| +0.5% | +$1.23K | 0.17% | 45 |
|
|
2022
Q3 | $226K | Hold |
1,385
| – | – | 0.17% | 46 |
|
|
2022
Q2 | $246K | Sell |
1,385
-48
| -3% | -$8.53K | 0.17% | 46 |
|
|
2022
Q1 | $254K | Buy |
1,433
+43
| +3% | +$7.62K | 0.17% | 50 |
|
|
2021
Q4 | $238K | Buy |
+1,390
| New | +$238K | 0.15% | 55 |
|