Wade Financial Advisory’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $247K | Sell |
1,489
-212
| -12% | -$35.2K | 0.08% | 69 |
|
|
2024
Q4 | $246K | Sell |
1,701
-160
| -9% | -$23.1K | 0.08% | 71 |
|
|
2024
Q3 | $302K | Hold |
1,861
| – | – | 0.1% | 64 |
|
|
2024
Q2 | $272K | Hold |
1,861
| – | – | 0.1% | 67 |
|
|
2024
Q1 | $294K | Hold |
1,861
| – | – | 0.11% | 66 |
|
|
2023
Q4 | $292K | Sell |
1,861
-373
| -17% | -$58.5K | 0.11% | 67 |
|
|
2023
Q3 | $348K | Buy |
2,234
+148
| +7% | +$23K | 0.15% | 61 |
|
|
2023
Q2 | $345K | Sell |
2,086
-127
| -6% | -$21K | 0.14% | 61 |
|
|
2023
Q1 | $343K | Hold |
2,213
| – | – | 0.14% | 61 |
|
|
2022
Q4 | $391K | Hold |
2,213
| – | – | 0.18% | 59 |
|
|
2022
Q3 | $361K | Hold |
2,213
| – | – | 0.18% | 60 |
|
|
2022
Q2 | $393K | Hold |
2,213
| – | – | 0.19% | 57 |
|
|
2022
Q1 | $392K | Buy |
2,213
+915
| +70% | +$162K | 0.17% | 59 |
|
|
2021
Q4 | $222K | Buy |
1,298
+1
| +0.1% | +$171 | 0.12% | 71 |
|
|
2021
Q3 | $209K | Buy |
+1,297
| New | +$209K | 0.12% | 73 |
|