Triad Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

Triad Financial 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
2023 Q3	$749K	Buy	4,810 +86	+2%	+$14.2K	0.26%	40
2023 Q2	$782K	Sell	4,724 -56	-1%	-$9.04K	0.32%	36
2023 Q1	$741K	Sell	4,780 -287	-6%	-$46.3K	0.32%	38
2022 Q4	$895K	Buy	5,067 +327	+7%	+$56.5K	0.4%	33
2022 Q3	$774K	Sell	4,740 -134	-3%	-$22.7K	0.42%	33
2022 Q2	$865K	Sell	4,874 -112	-2%	-$20K	0.48%	28
2022 Q1	$884K	Sell	4,986 -488	-9%	-$83K	0.47%	29
2021 Q4	$937K	Buy	+5,474	New	+$896K	0.56%	29

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

Triad Financial Advisors's JNJ Position: Q3 2023 in Review

Triad Financial Advisors increased its Johnson & Johnson (JNJ) stake by 1.8% in Q3 2023, buying an estimated $14.2K and bringing the position to 4,810 shares worth $749K. The position accounts for 0.26% of the portfolio, ranked #40.

Triad Financial Advisors first reported a position in JNJ in Q4 2021 and has held it in 8 quarters since. The position peaked at $937K in Q4 2021. 3,678 funds tracked by Wall St. Rank hold JNJ as of Q3 2023.

Triad Financial Advisors held 4,810 shares of Johnson & Johnson worth $749K as of Q3 2023.
Triad Financial Advisors bought 86 Johnson & Johnson shares in Q3 2023, an estimated $14.2K.
Johnson & Johnson made up 0.26% of Triad Financial Advisors's portfolio in Q3 2023, its #40 holding.
Triad Financial Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Johnson & Johnson position peaked at $937K in Q4 2021.
3,678 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.