Wells Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

Wells Financial Advisors’s Portfolio JNJ Stock Details JNJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-35	Closed	-$5.67K	–	88
2024 Q3	$5.67K	Buy	+35	New	+$5.58K	0.01%	89

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Financial Advisors's JNJ Position: Q4 2024 in Review

Wells Financial Advisors sold out of Johnson & Johnson (JNJ) in Q4 2024, closing a stake of 35 shares — an estimated $5.67K sold.

Wells Financial Advisors first reported a position in JNJ in Q3 2024 and held it in 1 quarter. The position peaked at $5.67K in Q3 2024. 4,105 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

Wells Financial Advisors reported no remaining Johnson & Johnson position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 35 Johnson & Johnson shares in Q4 2024, an estimated $5.67K.
Wells Financial Advisors first reported a position in Johnson & Johnson in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's Johnson & Johnson position peaked at $5.67K in Q3 2024.
4,105 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.