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