Tandem Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Tandem Wealth Advisors’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
2024 Q1	–	Sell	-2,178	Closed	-$341K	–	62
2023 Q4	$341K	Sell	2,178 -1,703	-44%	-$261K	0.2%	34
2023 Q3	$604K	Sell	3,881 -75	-2%	-$12.4K	0.37%	20
2023 Q2	$655K	Buy	3,956 +388	+11%	+$62.6K	0.4%	18
2023 Q1	$553K	Hold	3,568	–	–	0.34%	20
2022 Q4	$630K	Buy	+3,568	New	+$616K	0.4%	22

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tandem Wealth Advisors's JNJ Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of Johnson & Johnson (JNJ) in Q1 2024, closing a stake of 2,178 shares — an estimated $341K sold.

Tandem Wealth Advisors first reported a position in JNJ in Q4 2022 and held it in 5 quarters. The position peaked at $655K in Q2 2023. 3,849 funds tracked by Wall St. Rank hold JNJ as of Q1 2024.

Tandem Wealth Advisors reported no remaining Johnson & Johnson position as of Q1 2024 after selling out during the quarter.
Tandem Wealth Advisors sold 2,178 Johnson & Johnson shares in Q1 2024, an estimated $341K.
Tandem Wealth Advisors first reported a position in Johnson & Johnson in Q4 2022 and held it in 5 quarters.
Tandem Wealth Advisors's Johnson & Johnson position peaked at $655K in Q2 2023.
3,849 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.