EWA
Encompass Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
3,310
+6
| +0.2% | +$917 | 0.19% | 63 |
|
|
2025
Q1 | $548K | Sell |
3,304
-31
| -0.9% | -$5.14K | 0.22% | 56 |
|
|
2024
Q4 | $482K | Sell |
3,335
-1,997
| -37% | -$289K | 0.19% | 63 |
|
|
2024
Q3 | $864K | Buy |
5,332
+11
| +0.2% | +$1.78K | 0.22% | 97 |
|
|
2024
Q2 | $778K | Buy |
5,321
+237
| +5% | +$34.6K | 0.21% | 98 |
|
|
2024
Q1 | $804K | Sell |
5,084
-270
| -5% | -$42.7K | 0.21% | 95 |
|
|
2023
Q4 | $839K | Buy |
5,354
+50
| +0.9% | +$7.84K | 0.25% | 81 |
|
|
2023
Q3 | $826K | Sell |
5,304
-865
| -14% | -$135K | 0.27% | 74 |
|
|
2023
Q2 | $1.02M | Hold |
6,169
| – | – | 0.33% | 57 |
|
|
2023
Q1 | $956K | Sell |
6,169
-350
| -5% | -$54.3K | 0.33% | 60 |
|
|
2022
Q4 | $1.15M | Sell |
6,519
-100
| -2% | -$17.7K | 0.42% | 48 |
|
|
2022
Q3 | $1.08M | Buy |
6,619
+149
| +2% | +$24.3K | 0.41% | 48 |
|
|
2022
Q2 | $1.15M | Sell |
6,470
-430
| -6% | -$76.3K | 0.41% | 48 |
|
|
2022
Q1 | $1.22M | Buy |
6,900
+25
| +0.4% | +$4.43K | 0.31% | 56 |
|
|
2021
Q4 | $1.18M | Hold |
6,875
| – | – | 0.29% | 63 |
|
|
2021
Q3 | $1.11M | Sell |
6,875
-3,834
| -36% | -$619K | 0.29% | 64 |
|
|
2021
Q2 | $1.76M | Sell |
10,709
-270
| -2% | -$44.5K | 0.43% | 48 |
|
|
2021
Q1 | $1.83M | Buy |
10,979
+750
| +7% | +$125K | 0.47% | 46 |
|
|
2020
Q4 | $1.61M | Buy |
+10,229
| New | +$1.61M | 0.93% | 24 |
|