IWA
Inspirion Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
2,627
+817
| +45% | +$125K | 0.05% | 107 |
|
|
2025
Q1 | $300K | Buy |
1,810
+35
| +2% | +$5.81K | 0.04% | 123 |
|
|
2024
Q4 | $260K | Buy |
1,775
+120
| +7% | +$17.5K | 0.04% | 125 |
|
|
2024
Q3 | $268K | Sell |
1,655
-9
| -0.5% | -$1.46K | 0.04% | 127 |
|
|
2024
Q2 | $243K | Buy |
1,664
+85
| +5% | +$12.4K | 0.04% | 133 |
|
|
2024
Q1 | $250K | Sell |
1,579
-36
| -2% | -$5.7K | 0.04% | 128 |
|
|
2023
Q4 | $258K | Buy |
1,615
+1
| +0.1% | +$160 | 0.05% | 122 |
|
|
2023
Q3 | $251K | Sell |
1,614
-263
| -14% | -$41K | 0.05% | 118 |
|
|
2023
Q2 | $311K | Sell |
1,877
-17
| -0.9% | -$2.81K | 0.06% | 107 |
|
|
2023
Q1 | $294K | Buy |
1,894
+52
| +3% | +$8.06K | 0.06% | 107 |
|
|
2022
Q4 | $325K | Hold |
1,842
| – | – | 0.07% | 96 |
|
|
2022
Q3 | $301K | Sell |
1,842
-111
| -6% | -$18.1K | 0.07% | 93 |
|
|
2022
Q2 | $347K | Sell |
1,953
-475
| -20% | -$84.4K | 0.08% | 92 |
|
|
2022
Q1 | $431K | Sell |
2,428
-400
| -14% | -$71K | 0.09% | 76 |
|
|
2021
Q4 | $484K | Buy |
2,828
+424
| +18% | +$72.6K | 0.1% | 64 |
|
|
2021
Q3 | $388K | Hold |
2,404
| – | – | 0.09% | 66 |
|
|
2021
Q2 | $396K | Hold |
2,404
| – | – | 0.1% | 66 |
|
|
2021
Q1 | $395K | Hold |
2,404
| – | – | 0.1% | 63 |
|
|
2020
Q4 | $379K | Sell |
2,404
-19
| -0.8% | -$3K | 0.11% | 58 |
|
|
2020
Q3 | $361K | Sell |
2,423
-3
| -0.1% | -$447 | 0.12% | 53 |
|
|
2020
Q2 | $341K | Buy |
2,426
+400
| +20% | +$56.2K | 0.13% | 56 |
|
|
2020
Q1 | $266K | Sell |
2,026
-110
| -5% | -$14.4K | 0.13% | 56 |
|
|
2019
Q4 | $312K | Buy |
2,136
+36
| +2% | +$5.26K | 0.11% | 61 |
|
|
2019
Q3 | $272K | Hold |
2,100
| – | – | 0.12% | 59 |
|
|
2019
Q2 | $292K | Hold |
2,100
| – | – | 0.13% | 61 |
|
|
2019
Q1 | $294K | Hold |
2,100
| – | – | 0.13% | 58 |
|
|
2018
Q4 | $271K | Sell |
2,100
-100
| -5% | -$12.9K | 0.14% | 55 |
|
|
2018
Q3 | $304K | Hold |
2,200
| – | – | 0.13% | 57 |
|
|
2018
Q2 | $267K | Hold |
2,200
| – | – | 0.13% | 59 |
|
|
2018
Q1 | $282K | Hold |
2,200
| – | – | 0.14% | 54 |
|
|
2017
Q4 | $307K | Buy |
2,200
+220
| +11% | +$30.7K | 0.15% | 49 |
|
|
2017
Q3 | $257K | Sell |
1,980
-55
| -3% | -$7.14K | 0.13% | 57 |
|
|
2017
Q2 | $269K | Hold |
2,035
| – | – | 0.15% | 57 |
|
|
2017
Q1 | $253K | Buy |
2,035
+71
| +4% | +$8.83K | 0.14% | 57 |
|
|
2016
Q4 | $226K | Buy |
1,964
+200
| +11% | +$23K | 0.14% | 56 |
|
|
2016
Q3 | $208K | Buy |
1,764
+35
| +2% | +$4.13K | 0.13% | 59 |
|
|
2016
Q2 | $210K | Buy |
+1,729
| New | +$210K | 0.14% | 58 |
|
|
2015
Q4 | – | Sell |
-2,429
| Closed | -$227K | – | 56 |
|
|
2015
Q3 | $227K | Buy |
+2,429
| New | +$227K | 0.18% | 49 |
|
|
2015
Q1 | – | Sell |
-2,667
| Closed | -$279K | – | 58 |
|
|
2014
Q4 | $279K | Buy |
+2,667
| New | +$279K | 0.26% | 45 |
|