Smallwood Wealth Investment Management’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 | $438K | Sell |
2,640
-75
| -3% | -$12.4K | 0.28% | 46 |
|
|
2024
Q4 | $393K | Hold |
2,715
| – | – | 0.27% | 51 |
|
|
2024
Q3 | $440K | Sell |
2,715
-300
| -10% | -$48.6K | 0.31% | 45 |
|
|
2024
Q2 | $441K | Hold |
3,015
| – | – | 0.34% | 43 |
|
|
2024
Q1 | $477K | Buy |
3,015
+175
| +6% | +$27.7K | 0.37% | 39 |
|
|
2023
Q4 | $445K | Buy |
2,840
+75
| +3% | +$11.8K | 0.37% | 40 |
|
|
2023
Q3 | $431K | Buy |
2,765
+100
| +4% | +$15.6K | 0.39% | 39 |
|
|
2023
Q2 | $441K | Buy |
2,665
+186
| +8% | +$30.8K | 0.39% | 39 |
|
|
2023
Q1 | $384K | Sell |
2,479
-756
| -23% | -$117K | 0.36% | 41 |
|
|
2022
Q4 | $572K | Sell |
3,235
-1,878
| -37% | -$332K | 0.48% | 38 |
|
|
2022
Q3 | $835K | Buy |
5,113
+1,566
| +44% | +$256K | 0.75% | 28 |
|
|
2022
Q2 | $630K | Sell |
3,547
-75
| -2% | -$13.3K | 0.64% | 29 |
|
|
2022
Q1 | $642K | Sell |
3,622
-1,965
| -35% | -$348K | 0.61% | 29 |
|
|
2021
Q4 | $956K | Buy |
+5,587
| New | +$956K | 0.89% | 21 |
|