Summit Wealth Group’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 | $267K | Buy |
1,750
+88
| +5% | +$13.4K | 0.07% | 94 |
|
|
2025
Q1 | $276K | Buy |
1,662
+6
| +0.4% | +$996 | 0.08% | 84 |
|
|
2024
Q4 | $240K | Sell |
1,656
-43
| -3% | -$6.23K | 0.07% | 88 |
|
|
2024
Q3 | $275K | Buy |
1,699
+7
| +0.4% | +$1.13K | 0.08% | 79 |
|
|
2024
Q2 | $247K | Buy |
+1,692
| New | +$247K | 0.07% | 83 |
|
|
2023
Q3 | – | Sell |
-1,610
| Closed | -$267K | – | 54 |
|
|
2023
Q2 | $267K | Sell |
1,610
-247,951
| -99% | -$41.1M | 0.11% | 62 |
|
|
2023
Q1 | $2K | Buy |
+249,561
| New | +$2K | 0.05% | 92 |
|
|
2021
Q4 | – | Sell |
-1,581
| Closed | -$255K | – | 40 |
|
|
2021
Q3 | $255K | Buy |
+1,581
| New | +$255K | 0.4% | 37 |
|
|
2021
Q1 | – | Sell |
-1,688
| Closed | -$266K | – | 200 |
|
|
2020
Q4 | $266K | Hold |
1,688
| – | – | 0.17% | 36 |
|
|
2020
Q3 | $251K | Sell |
1,688
-145
| -8% | -$21.6K | 0.22% | 28 |
|
|
2020
Q2 | $258K | Buy |
1,833
+135
| +8% | +$19K | 0.24% | 27 |
|
|
2020
Q1 | $223K | Hold |
1,698
| – | – | 0.23% | 27 |
|
|
2019
Q4 | $248K | Buy |
+1,698
| New | +$248K | 0.23% | 26 |
|