Epic Trust 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $268K | Buy |
1,831
+64
| +4% | +$9.36K | 0.29% | 86 |
|
2024
Q1 | $279K | Sell |
1,767
-32
| -2% | -$5.06K | 0.34% | 79 |
|
2023
Q4 | $282K | Sell |
1,799
-641
| -26% | -$100K | 0.38% | 74 |
|
2023
Q3 | $380K | Sell |
2,440
-772
| -24% | -$120K | 0.6% | 47 |
|
2023
Q2 | $532K | Buy |
3,212
+380
| +13% | +$62.9K | 0.75% | 35 |
|
2023
Q1 | $439K | Buy |
2,832
+761
| +37% | +$118K | 0.54% | 52 |
|
2022
Q4 | $366K | Buy |
2,071
+396
| +24% | +$70K | 0.55% | 58 |
|
2022
Q3 | $274K | Buy |
1,675
+510
| +44% | +$83.4K | 0.38% | 81 |
|
2022
Q2 | $207K | Buy |
+1,165
| New | +$207K | 0.39% | 62 |
|