Johnson & Johnson shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Johnson & Johnson (JNJ) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Johnson & Johnson
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Quarterly reported holdings in Johnson & Johnson by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 12k | 185.42 |
| 2025-06-30 | $1.7M | 11k | 152.75 |
| 2025-03-31 | $1.8M | 11k | 165.84 |
| 2024-12-31 | $1.4M | 9.8k | 144.62 |
| 2024-09-30 | $1.6M | 9.7k | 162.06 |
| 2024-06-30 | $1.4M | 9.5k | 146.16 |
| 2024-03-31 | $1.4M | 8.8k | 158.19 |
| 2023-12-31 | $647k | 4.1k | 156.74 |
| 2023-09-30 | $643k | 4.1k | 155.75 |
| 2023-06-30 | $663k | 4.0k | 165.52 |
| 2023-03-31 | $667k | 4.3k | 155.00 |
| 2022-12-31 | $539k | 3.1k | 176.65 |
| 2022-09-30 | $517k | 3.2k | 163.25 |
| 2022-06-30 | $547k | 3.1k | 177.60 |
| 2022-03-31 | $616k | 3.5k | 177.27 |
| 2021-12-31 | $335k | 2.0k | 171.01 |
| 2021-09-30 | $283k | 1.8k | 161.53 |
| 2021-06-30 | $278k | 1.7k | 164.79 |
| 2021-03-31 | $277k | 1.7k | 164.20 |
| 2019-12-31 | $209k | 1.4k | 146.05 |