Websterrogers Financial 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 | $393K | Hold |
2,571
| – | – | 0.12% | 52 |
|
|
2025
Q1 | $426K | Hold |
2,571
| – | – | 0.15% | 50 |
|
|
2024
Q4 | $372K | Buy |
2,571
+896
| +53% | +$130K | 0.13% | 54 |
|
|
2024
Q3 | $272K | Sell |
1,675
-26
| -2% | -$4.22K | 0.1% | 61 |
|
|
2024
Q2 | $249K | Buy |
1,701
+26
| +2% | +$3.8K | 0.09% | 59 |
|
|
2024
Q1 | $265K | Sell |
1,675
-1,200
| -42% | -$190K | 0.09% | 65 |
|
|
2023
Q4 | $451K | Buy |
2,875
+68
| +2% | +$10.7K | 0.19% | 48 |
|
|
2023
Q3 | $437K | Sell |
2,807
-125
| -4% | -$19.5K | 0.19% | 50 |
|
|
2023
Q2 | $485K | Buy |
2,932
+53
| +2% | +$8.78K | 0.21% | 46 |
|
|
2023
Q1 | $446K | Hold |
2,879
| – | – | 0.21% | 48 |
|
|
2022
Q4 | $509K | Hold |
2,879
| – | – | 0.25% | 45 |
|
|
2022
Q3 | $470K | Sell |
2,879
-527
| -15% | -$86K | 0.25% | 36 |
|
|
2022
Q2 | $605K | Sell |
3,406
-81
| -2% | -$14.4K | 0.3% | 33 |
|
|
2022
Q1 | $621K | Buy |
+3,487
| New | +$621K | 0.32% | 42 |
|
|
2021
Q4 | – | Sell |
-1,444
| Closed | -$233K | – | 66 |
|
|
2021
Q3 | $233K | Hold |
1,444
| – | – | 0.05% | 55 |
|
|
2021
Q2 | $241K | Hold |
1,444
| – | – | 0.06% | 57 |
|
|
2021
Q1 | $237K | Sell |
1,444
-30
| -2% | -$4.92K | 0.06% | 49 |
|
|
2020
Q4 | $240K | Buy |
+1,474
| New | +$240K | 0.07% | 45 |
|