Milestone Advisory Partners’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$3.88K | 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% | +$111K | 0.25% | 47 |
|
2021
Q4 | $342K | Sell |
2,000
-300
| -13% | -$51.3K | 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% | -$62.5K | 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% | -$22.1K | 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% | -$1.38K | 0.28% | 32 |
|
2018
Q2 | $349K | Hold |
2,878
| – | – | 0.26% | 33 |
|
2018
Q1 | $369K | Sell |
2,878
-114
| -4% | -$14.6K | 0.28% | 32 |
|
2017
Q4 | $418K | Buy |
+2,992
| New | +$418K | 0.31% | 33 |
|