Balanced Rock Investment 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 | $204K | Sell |
1,333
-9
| -0.7% | -$1.38K | 0.16% | 95 |
|
2025
Q1 | $223K | Sell |
1,342
-81
| -6% | -$13.4K | 0.18% | 82 |
|
2024
Q4 | $206K | Buy |
1,423
+26
| +2% | +$3.76K | 0.16% | 86 |
|
2024
Q3 | $226K | Hold |
1,397
| – | – | 0.18% | 83 |
|
2024
Q2 | $204K | Sell |
1,397
-63
| -4% | -$9.21K | 0.17% | 84 |
|
2024
Q1 | $231K | Sell |
1,460
-1,016
| -41% | -$161K | 0.2% | 82 |
|
2023
Q4 | $388K | Buy |
+2,476
| New | +$388K | 0.34% | 65 |
|