Summit Wealth & Retirement Planning’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 | $320K | Buy |
2,094
+48
| +2% | +$7.33K | 0.09% | 73 |
|
|
2025
Q1 | $339K | Buy |
2,046
+1
| +0% | +$166 | 0.1% | 58 |
|
|
2024
Q4 | $296K | Buy |
2,045
+510
| +33% | +$73.8K | 0.09% | 57 |
|
|
2024
Q3 | $249K | Hold |
1,535
| – | – | 0.08% | 59 |
|
|
2024
Q2 | $224K | Sell |
1,535
-695
| -31% | -$102K | 0.08% | 60 |
|
|
2024
Q1 | $353K | Buy |
+2,230
| New | +$353K | 0.13% | 47 |
|
|
2023
Q2 | – | Sell |
-1,395
| Closed | -$216K | – | 82 |
|
|
2023
Q1 | $216K | Buy |
1,395
+25
| +2% | +$3.88K | 0.08% | 99 |
|
|
2022
Q4 | $242K | Hold |
1,370
| – | – | 0.1% | 92 |
|
|
2022
Q3 | $224K | Sell |
1,370
-30
| -2% | -$4.91K | 0.09% | 101 |
|
|
2022
Q2 | $249K | Buy |
+1,400
| New | +$249K | 0.1% | 101 |
|
|
2020
Q1 | – | Sell |
-1,462
| Closed | -$213K | – | 123 |
|
|
2019
Q4 | $213K | Sell |
1,462
-414
| -22% | -$60.3K | 0.09% | 116 |
|
|
2019
Q3 | $243K | Sell |
1,876
-30
| -2% | -$3.89K | 0.15% | 110 |
|
|
2019
Q2 | $265K | Sell |
1,906
-75
| -4% | -$10.4K | 0.16% | 113 |
|
|
2019
Q1 | $277K | Hold |
1,981
| – | – | 0.16% | 115 |
|
|
2018
Q4 | $256K | Buy |
+1,981
| New | +$256K | 0.19% | 101 |
|