Morningstar Investment 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 | $716K | Buy |
+4,686
| New | +$716K | 0.06% | 88 |
|
|
2025
Q1 | – | Sell |
-5,855
| Closed | -$847K | – | 147 |
|
|
2024
Q4 | $847K | Buy |
5,855
+303
| +5% | +$43.8K | 0.07% | 89 |
|
|
2024
Q3 | $897K | Hold |
5,552
| – | – | 0.09% | 99 |
|
|
2024
Q2 | $811K | Hold |
5,552
| – | – | 0.08% | 97 |
|
|
2024
Q1 | $878K | Hold |
5,552
| – | – | 0.1% | 94 |
|
|
2023
Q4 | $870K | Sell |
5,552
-7,402
| -57% | -$1.16M | 0.1% | 90 |
|
|
2023
Q3 | $2.02M | Buy |
12,954
+43
| +0.3% | +$6.7K | 0.28% | 37 |
|
|
2023
Q2 | $2.14M | Buy |
12,911
+7,467
| +137% | +$1.24M | 0.28% | 33 |
|
|
2023
Q1 | $844K | Buy |
5,444
+487
| +10% | +$75.5K | 0.12% | 43 |
|
|
2022
Q4 | $876K | Buy |
+4,957
| New | +$876K | 0.15% | 45 |
|