UP Strategic Wealth Investment 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
$449K Sell
2,937
-521
-15% -$79.6K 0.35% 46
2025
Q1
$573K Buy
3,458
+2,026
+141% +$336K 0.51% 37
2024
Q4
$207K Sell
1,432
-506
-26% -$73.2K 0.21% 77
2024
Q3
$314K Buy
1,938
+406
+27% +$65.8K 0.35% 54
2024
Q2
$224K Buy
1,532
+234
+18% +$34.2K 0.34% 53
2024
Q1
$205K Hold
1,298
0.34% 57
2023
Q4
$203K Buy
+1,298
New +$203K 0.37% 53