Spectrum Wealth Advisory Group’s Johnson & Johnson JNJ Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio JNJ Stock Details JNJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,673	Closed	-$277K	–	31
2023 Q2	$277K	Buy	1,673 +1	+0.1%	+$161	0.37%	26
2023 Q1	$259K	Buy	1,672 +1	+0.1%	+$161	0.35%	27
2022 Q4	$295K	Buy	1,671 +1	+0.1%	+$173	0.41%	25
2022 Q3	$273K	Buy	1,670 +1	+0.1%	+$169	0.34%	30
2022 Q2	$296K	Hold	1,669	–	–	0.33%	30
2022 Q1	$296K	Buy	1,669 +5	+0.3%	+$851	0.29%	37
2021 Q4	$285K	Buy	1,664 +5	+0.3%	+$819	0.25%	39
2021 Q3	$268K	Sell	1,659 -20	-1%	-$3.41K	0.26%	37
2021 Q2	$277K	Buy	+1,679	New	+$278K	0.27%	37

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spectrum Wealth Advisory Group's JNJ Position: Q3 2023 in Review

Spectrum Wealth Advisory Group sold out of Johnson & Johnson (JNJ) in Q3 2023, closing a stake of 1,673 shares — an estimated $277K sold.

Spectrum Wealth Advisory Group first reported a position in JNJ in Q2 2021 and held it in 9 quarters. The position peaked at $296K in Q2 2022. 3,679 funds tracked by Wall St. Rank hold JNJ as of Q3 2023.

Spectrum Wealth Advisory Group reported no remaining Johnson & Johnson position as of Q3 2023 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 1,673 Johnson & Johnson shares in Q3 2023, an estimated $277K.
Spectrum Wealth Advisory Group first reported a position in Johnson & Johnson in Q2 2021 and held it in 9 quarters.
Spectrum Wealth Advisory Group's Johnson & Johnson position peaked at $296K in Q2 2022.
3,679 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2023.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2023, filed 25 Oct 2023.