TrueWealth Advisors’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 | $498K | Sell |
3,262
-309
| -9% | -$47.2K | 0.15% | 129 |
|
|
2025
Q1 | $592K | Sell |
3,571
-498
| -12% | -$82.6K | 0.19% | 94 |
|
|
2024
Q4 | $589K | Sell |
4,069
-485
| -11% | -$70.1K | 0.2% | 92 |
|
|
2024
Q3 | $738K | Sell |
4,554
-892
| -16% | -$145K | 0.25% | 81 |
|
|
2024
Q2 | $796K | Buy |
5,446
+964
| +22% | +$141K | 0.29% | 70 |
|
|
2024
Q1 | $709K | Sell |
4,482
-95
| -2% | -$15K | 0.27% | 68 |
|
|
2023
Q4 | $717K | Buy |
4,577
+13
| +0.3% | +$2.04K | 0.28% | 63 |
|
|
2023
Q3 | $711K | Buy |
4,564
+33
| +0.7% | +$5.14K | 0.3% | 67 |
|
|
2023
Q2 | $750K | Buy |
4,531
+155
| +4% | +$25.7K | 0.31% | 63 |
|
|
2023
Q1 | $678K | Buy |
4,376
+329
| +8% | +$51K | 0.28% | 66 |
|
|
2022
Q4 | $715K | Buy |
4,047
+669
| +20% | +$118K | 0.31% | 64 |
|
|
2022
Q3 | $552K | Buy |
3,378
+24
| +0.7% | +$3.92K | 0.26% | 75 |
|
|
2022
Q2 | $595K | Sell |
3,354
-55
| -2% | -$9.76K | 0.28% | 74 |
|
|
2022
Q1 | $583K | Hold |
3,409
| – | – | 0.26% | 80 |
|
|
2021
Q4 | $583K | Buy |
3,409
+1,364
| +67% | +$233K | 0.26% | 80 |
|
|
2021
Q3 | $330K | Sell |
2,045
-46
| -2% | -$7.42K | 0.19% | 97 |
|
|
2021
Q2 | $344K | Sell |
2,091
-37
| -2% | -$6.09K | 0.2% | 88 |
|
|
2021
Q1 | $354K | Buy |
2,128
+391
| +23% | +$65K | 0.23% | 79 |
|
|
2020
Q4 | $277K | Buy |
+1,737
| New | +$277K | 0.24% | 69 |
|