Total Wealth 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
$309K Buy
2,026
+32
+2% +$4.89K 0.04% 91
2025
Q1
$331K Sell
1,994
-10
-0.5% -$1.66K 0.05% 74
2024
Q4
$290K Buy
2,004
+89
+5% +$12.9K 0.05% 83
2024
Q3
$310K Hold
1,915
0.05% 80
2024
Q2
$289K Buy
1,915
+6
+0.3% +$906 0.05% 82
2024
Q1
$302K Sell
1,909
-266
-12% -$42.1K 0.05% 81
2023
Q4
$341K Buy
2,175
+268
+14% +$42K 0.06% 74
2023
Q3
$297K Hold
1,907
0.06% 75
2023
Q2
$316K Buy
+1,907
New +$316K 0.07% 72
2023
Q1
Sell
-1,234
Closed -$218K 82
2022
Q4
$218K Hold
1,234
0.05% 76
2022
Q3
$202K Buy
1,234
+5
+0.4% +$818 0.06% 79
2022
Q2
$218K Buy
1,229
+28
+2% +$4.97K 0.06% 78
2022
Q1
$213K Sell
1,201
-1,061
-47% -$188K 0.06% 79
2021
Q4
$316K Buy
+2,262
New +$316K 0.2% 31
2020
Q4
Sell
-1,766
Closed -$263K 42
2020
Q3
$263K Sell
1,766
-323
-15% -$48.1K 0.14% 37
2020
Q2
$294K Hold
2,089
0.16% 32
2020
Q1
$274K Sell
2,089
-55
-3% -$7.21K 0.18% 31
2019
Q4
$313K Sell
2,144
-30
-1% -$4.38K 0.17% 31
2019
Q3
$281K Sell
2,174
-88
-4% -$11.4K 0.16% 31
2019
Q2
$315K Hold
2,262
0.19% 31
2019
Q1
$316K Sell
2,262
-255
-10% -$35.6K 0.2% 31
2018
Q4
$325K Buy
+2,517
New +$325K 0.23% 29