CSIA
Carl Stuart Investment Advisor’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
1,506
| – | – | 0.12% | 14 |
|
|
2025
Q1 | $250K | Hold |
1,506
| – | – | 0.14% | 13 |
|
|
2024
Q4 | $218K | Hold |
1,506
| – | – | 0.12% | 17 |
|
|
2024
Q3 | $244K | Hold |
1,506
| – | – | 0.14% | 14 |
|
|
2024
Q2 | $220K | Hold |
1,506
| – | – | 0.14% | 13 |
|
|
2024
Q1 | $238K | Sell |
1,506
-570
| -27% | -$90.2K | 0.15% | 12 |
|
|
2023
Q4 | $325K | Hold |
2,076
| – | – | 0.22% | 20 |
|
|
2023
Q3 | $322K | Hold |
2,076
| – | – | 0.26% | 14 |
|
|
2023
Q2 | $344K | Buy |
+2,076
| New | +$344K | 0.26% | 13 |
|
|
2023
Q1 | – | Sell |
-2,076
| Closed | -$367K | – | 47 |
|
|
2022
Q4 | $367K | Hold |
2,076
| – | – | 0.34% | 13 |
|
|
2022
Q3 | $343K | Hold |
2,076
| – | – | 0.3% | 13 |
|
|
2022
Q2 | $371K | Hold |
2,076
| – | – | 0.32% | 13 |
|
|
2022
Q1 | $3.68M | Hold |
2,076
| – | – | 0.27% | 12 |
|
|
2021
Q4 | $355K | Buy |
+2,076
| New | +$355K | 0.26% | 16 |
|