Marotta Asset Management’s Johnson & Johnson JNJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Sell	1,085 -58	-5%	-$13.5K	0.05%	88
2026 Q1	$279K	Sell	1,143 -73	-6%	-$17K	0.05%	88
2025 Q4	$252K	Sell	1,216 -76	-6%	-$15K	0.05%	92
2025 Q3	$240K	Sell	1,292 -29	-2%	-$4.97K	0.05%	91
2025 Q2	$202K	Sell	1,321 -1,533	-54%	-$236K	0.04%	99
2025 Q1	$463K	Buy	2,854 +178	+7%	+$27.9K	0.09%	76
2024 Q4	$385K	Sell	2,676 -178	-6%	-$27.6K	0.08%	83
2024 Q3	$463K	Sell	2,854 -110	-4%	-$17.5K	0.09%	76
2024 Q2	$434K	Buy	2,964 +1,122	+61%	+$167K	0.09%	74
2024 Q1	$291K	Sell	1,842 -779	-30%	-$124K	0.06%	91
2023 Q4	$411K	Sell	2,621 -905	-26%	-$139K	0.09%	75
2023 Q3	$549K	Buy	3,526 +19	+0.5%	+$3.13K	0.13%	66
2023 Q2	$580K	Buy	+3,507	New	+$566K	0.13%	63
2022 Q4	$632K	Buy	3,576 +184	+5%	+$31.8K	0.15%	61
2022 Q3	$554K	Sell	3,392 -294	-8%	-$49.8K	0.14%	59
2022 Q2	$662K	Sell	3,686 -393	-10%	-$70K	0.16%	59
2022 Q1	$723K	Buy	4,079 +800	+24%	+$136K	0.17%	59
2021 Q4	$561K	Hold	3,279	–	–	0.13%	65
2021 Q3	$530K	Buy	3,279 +63	+2%	+$10.7K	0.13%	63
2021 Q2	$534K	Buy	3,216 +153	+5%	+$25.3K	0.13%	63
2021 Q1	$499K	Buy	3,063 +92	+3%	+$14.9K	0.13%	61
2020 Q4	$468K	Sell	2,971 -42	-1%	-$6.2K	0.12%	52
2020 Q3	$449K	Sell	3,013 -4	-0.1%	-$592	0.14%	54
2020 Q2	$424K	Sell	3,017 -72	-2%	-$10.5K	0.14%	57
2020 Q1	$398K	Hold	3,089	–	–	0.15%	54
2019 Q4	$464K	Buy	+3,089	New	+$419K	0.14%	60

Other funds holding JNJ