WIM
WealthPlan Investment Management’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
70,070
+11,759
| +20% | +$1.8M | 0.78% | 44 |
|
|
2025
Q1 | $9.67M | Buy |
58,311
+1,361
| +2% | +$226K | 0.95% | 34 |
|
|
2024
Q4 | $8.24M | Sell |
56,950
-4,741
| -8% | -$686K | 0.81% | 43 |
|
|
2024
Q3 | $10M | Buy |
61,691
+4,174
| +7% | +$676K | 1.01% | 34 |
|
|
2024
Q2 | $8.41M | Sell |
57,517
-1,101
| -2% | -$161K | 1.27% | 29 |
|
|
2024
Q1 | $9.27M | Buy |
58,618
+767
| +1% | +$121K | 1.41% | 25 |
|
|
2023
Q4 | $9.07M | Sell |
57,851
-348
| -0.6% | -$54.5K | 1.45% | 19 |
|
|
2023
Q3 | $9.06M | Buy |
58,199
+30,349
| +109% | +$4.73M | 1.6% | 16 |
|
|
2023
Q2 | $4.61M | Sell |
27,850
-30,720
| -52% | -$5.08M | 1.37% | 28 |
|
|
2023
Q1 | $9.08M | Sell |
58,570
-66,230
| -53% | -$10.3M | 1.56% | 23 |
|
|
2022
Q4 | $20.3M | Buy |
124,800
+2,664
| +2% | +$434K | 1.42% | 12 |
|
|
2022
Q3 | $21.6M | Buy |
+122,136
| New | +$21.6M | 1.58% | 9 |
|
|
2022
Q1 | $19.8M | Buy |
+109,796
| New | +$19.8M | 1.37% | 11 |
|