IWA
IBEX Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
+3,195
| New | +$488K | 0.05% | 150 |
|
|
2025
Q1 | – | Sell |
-3,446
| Closed | -$498K | – | 173 |
|
|
2024
Q4 | $498K | Buy |
+3,446
| New | +$498K | 0.06% | 149 |
|
|
2024
Q3 | – | Sell |
-7,770
| Closed | -$1.14M | – | 178 |
|
|
2024
Q2 | $1.14M | Buy |
7,770
+4,912
| +172% | +$718K | 0.18% | 76 |
|
|
2024
Q1 | $505K | Buy |
2,858
+2,855
| +95,167% | +$504K | 0.14% | 89 |
|
|
2023
Q4 | $533 | Sell |
3
-4,879
| -100% | -$867K | 0.12% | 75 |
|
|
2023
Q3 | $760K | Buy |
+4,882
| New | +$760K | 0.19% | 69 |
|
|
2023
Q1 | $383K | Sell |
2,474
-384
| -13% | -$59.4K | 0.1% | 92 |
|
|
2022
Q4 | $505K | Buy |
2,858
+13
| +0.5% | +$2.3K | 0.11% | 126 |
|
|
2022
Q3 | $465K | Buy |
2,845
+43
| +2% | +$7.03K | 0.12% | 107 |
|
|
2022
Q2 | $497K | Buy |
2,802
+88
| +3% | +$15.6K | 0.11% | 111 |
|
|
2022
Q1 | $481K | Buy |
2,714
+2
| +0.1% | +$354 | 0.09% | 119 |
|
|
2021
Q4 | $464K | Buy |
2,712
+255
| +10% | +$43.6K | 0.08% | 128 |
|
|
2021
Q3 | $397K | Sell |
2,457
-103
| -4% | -$16.6K | 0.08% | 129 |
|
|
2021
Q2 | $422K | Sell |
2,560
-26,822
| -91% | -$4.42M | 0.08% | 128 |
|
|
2021
Q1 | $4.83M | Buy |
29,382
+2,356
| +9% | +$387K | 1.19% | 27 |
|
|
2020
Q4 | $4.25M | Buy |
27,026
+2,293
| +9% | +$361K | 1.11% | 34 |
|
|
2020
Q3 | $3.68M | Buy |
24,733
+601
| +2% | +$89.5K | 1.07% | 39 |
|
|
2020
Q2 | $3.39M | Sell |
24,132
-2,215
| -8% | -$311K | 1.09% | 41 |
|
|
2020
Q1 | $3.45M | Buy |
+26,347
| New | +$3.45M | 1.34% | 32 |
|
|
2019
Q3 | – | Sell |
-7,389
| Closed | -$1.03M | – | 225 |
|
|
2019
Q2 | $1.03M | Buy |
+7,389
| New | +$1.03M | 0.3% | 103 |
|
|
2018
Q1 | – | Sell |
-5,357
| Closed | -$760K | – | 103 |
|
|
2017
Q4 | $760K | Hold |
5,357
| – | – | 0.34% | 62 |
|
|
2017
Q3 | $715K | Buy |
5,357
+339
| +7% | +$45.2K | 0.26% | 87 |
|
|
2017
Q2 | $660K | Buy |
+5,018
| New | +$660K | 0.26% | 89 |
|
|
2017
Q1 | – | Sell |
-27,046
| Closed | -$3.09M | – | 235 |
|
|
2016
Q4 | $3.09M | Buy |
27,046
+670
| +3% | +$76.5K | 1.48% | 19 |
|
|
2016
Q3 | $3.12M | Buy |
+26,376
| New | +$3.12M | 1.71% | 18 |
|