Soundmark Wealth Management’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,324
| Closed | -$235K | – | 59 |
|
|
2022
Q2 | $235K | Buy |
1,324
+36
| +3% | +$6.39K | 0.17% | 52 |
|
|
2022
Q1 | $228K | Buy |
+1,288
| New | +$228K | 0.16% | 53 |
|
|
2021
Q4 | – | Sell |
-1,633
| Closed | -$264K | – | 66 |
|
|
2021
Q3 | $264K | Sell |
1,633
-331
| -17% | -$53.5K | 0.1% | 63 |
|
|
2021
Q2 | $322K | Sell |
1,964
-38
| -2% | -$6.23K | 0.13% | 49 |
|
|
2021
Q1 | $329K | Buy |
2,002
+69
| +4% | +$11.3K | 0.18% | 50 |
|
|
2020
Q4 | $304K | Buy |
+1,933
| New | +$304K | 0.19% | 52 |
|