Marotta Asset Management’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 | $202K | Sell |
1,321
-1,533
| -54% | -$234K | 0.04% | 99 |
|
|
2025
Q1 | $463K | Buy |
2,854
+178
| +7% | +$28.8K | 0.09% | 76 |
|
|
2024
Q4 | $385K | Sell |
2,676
-178
| -6% | -$25.6K | 0.08% | 83 |
|
|
2024
Q3 | $463K | Sell |
2,854
-110
| -4% | -$17.8K | 0.09% | 76 |
|
|
2024
Q2 | $434K | Buy |
2,964
+1,122
| +61% | +$164K | 0.09% | 74 |
|
|
2024
Q1 | $291K | Sell |
1,842
-779
| -30% | -$123K | 0.06% | 91 |
|
|
2023
Q4 | $411K | Sell |
2,621
-905
| -26% | -$142K | 0.09% | 75 |
|
|
2023
Q3 | $549K | Buy |
3,526
+19
| +0.5% | +$2.96K | 0.13% | 66 |
|
|
2023
Q2 | $580K | Buy |
+3,507
| New | +$580K | 0.13% | 63 |
|
|
2022
Q4 | $632K | Buy |
3,576
+184
| +5% | +$32.5K | 0.15% | 61 |
|
|
2022
Q3 | $554K | Sell |
3,392
-294
| -8% | -$48K | 0.14% | 59 |
|
|
2022
Q2 | $662K | Sell |
3,686
-393
| -10% | -$70.6K | 0.16% | 59 |
|
|
2022
Q1 | $723K | Buy |
4,079
+800
| +24% | +$142K | 0.17% | 59 |
|
|
2021
Q4 | $561K | Hold |
3,279
| – | – | 0.13% | 65 |
|
|
2021
Q3 | $530K | Buy |
3,279
+63
| +2% | +$10.2K | 0.13% | 63 |
|
|
2021
Q2 | $534K | Buy |
3,216
+153
| +5% | +$25.4K | 0.13% | 63 |
|
|
2021
Q1 | $499K | Buy |
3,063
+92
| +3% | +$15K | 0.13% | 61 |
|
|
2020
Q4 | $468K | Sell |
2,971
-42
| -1% | -$6.61K | 0.12% | 52 |
|
|
2020
Q3 | $449K | Sell |
3,013
-4
| -0.1% | -$596 | 0.14% | 54 |
|
|
2020
Q2 | $424K | Sell |
3,017
-72
| -2% | -$10.1K | 0.14% | 57 |
|
|
2020
Q1 | $398K | Hold |
3,089
| – | – | 0.15% | 54 |
|
|
2019
Q4 | $464K | Buy |
+3,089
| New | +$464K | 0.14% | 60 |
|