Milestone Advisory Partners’s Johnson & Johnson JNJ Stock Holding History

Milestone Advisory Partners’s Portfolio JNJ Stock Details JNJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$405K	Hold	2,600	–	–	0.34%	42
2023 Q2	$430K	Hold	2,600	–	–	0.39%	40
2023 Q1	$403K	Sell	2,600 -25	-1%	-$4.04K	0.37%	42
2022 Q4	$464K	Hold	2,625	–	–	0.35%	42
2022 Q3	$429K	Hold	2,625	–	–	0.32%	43
2022 Q2	$471K	Hold	2,625	–	–	0.38%	42
2022 Q1	$465K	Buy	2,625 +625	+31%	+$106K	0.25%	47
2021 Q4	$342K	Sell	2,000 -300	-13%	-$49.1K	0.17%	61
2021 Q3	$371K	Hold	2,300	–	–	0.22%	50
2021 Q2	$379K	Hold	2,300	–	–	0.2%	52
2021 Q1	$378K	Hold	2,300	–	–	0.2%	41
2020 Q4	$362K	Sell	2,300 -397	-15%	-$58.6K	0.21%	41
2020 Q3	$402K	Hold	2,697	–	–	0.25%	36
2020 Q2	$379K	Hold	2,697	–	–	0.22%	38
2020 Q1	$354K	Hold	2,697	–	–	0.25%	29
2019 Q4	$393K	Hold	2,697	–	–	0.21%	38
2019 Q3	$349K	Sell	2,697 -171	-6%	-$22.5K	0.2%	41
2019 Q2	$399K	Hold	2,868	–	–	0.24%	34
2019 Q1	$401K	Hold	2,868	–	–	0.26%	34
2018 Q4	$365K	Hold	2,868	–	–	0.32%	30
2018 Q3	$396K	Sell	2,868 -10	-0.3%	-$1.33K	0.28%	32
2018 Q2	$349K	Hold	2,878	–	–	0.26%	33
2018 Q1	$369K	Sell	2,878 -114	-4%	-$15.4K	0.28%	32
2017 Q4	$418K	Buy	+2,992	New	+$417K	0.31%	33

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Milestone Advisory Partners's JNJ Position: Q3 2023 in Review

Milestone Advisory Partners held its Johnson & Johnson (JNJ) position steady in Q3 2023 at 2,600 shares worth $405K. The position accounts for 0.34% of the portfolio, ranked #42.

Milestone Advisory Partners first reported a position in JNJ in Q4 2017 and has held it in 24 quarters since. The position peaked at $471K in Q2 2022. 3,678 funds tracked by Wall St. Rank hold JNJ as of Q3 2023.

Milestone Advisory Partners held 2,600 shares of Johnson & Johnson worth $405K as of Q3 2023.
Milestone Advisory Partners left its Johnson & Johnson share count unchanged in Q3 2023.
Johnson & Johnson made up 0.34% of Milestone Advisory Partners's portfolio in Q3 2023, its #42 holding.
Milestone Advisory Partners first reported a position in Johnson & Johnson in Q4 2017 and has held it in 24 quarters since.
Milestone Advisory Partners's Johnson & Johnson position peaked at $471K in Q2 2022.
3,678 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.