IWC
Integrated Wealth Concepts’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
107,746
+5,147
| +5% | +$786K | 0.17% | 130 |
|
|
2025
Q1 | $17M | Sell |
102,599
-5,874
| -5% | -$974K | 0.2% | 112 |
|
|
2024
Q4 | $15.7M | Buy |
108,473
+6,247
| +6% | +$903K | 0.18% | 121 |
|
|
2024
Q3 | $16.6M | Sell |
102,226
-2,691
| -3% | -$436K | 0.2% | 113 |
|
|
2024
Q2 | $15.3M | Buy |
104,917
+611
| +0.6% | +$89.3K | 0.21% | 111 |
|
|
2024
Q1 | $16.5M | Buy |
104,306
+4,433
| +4% | +$701K | 0.24% | 104 |
|
|
2023
Q4 | $15.7M | Sell |
99,873
-12,762
| -11% | -$2M | 0.26% | 92 |
|
|
2023
Q3 | $17.5M | Sell |
112,635
-3,453
| -3% | -$538K | 0.31% | 77 |
|
|
2023
Q2 | $19.2M | Buy |
116,088
+9,863
| +9% | +$1.63M | 0.33% | 67 |
|
|
2023
Q1 | $16.5M | Buy |
106,225
+55,242
| +108% | +$8.56M | 0.34% | 67 |
|
|
2022
Q4 | $9.01M | Buy |
50,983
+1,696
| +3% | +$300K | 0.24% | 88 |
|
|
2022
Q3 | $8.05M | Sell |
49,287
-656
| -1% | -$107K | 0.26% | 83 |
|
|
2022
Q2 | $8.87M | Buy |
49,943
+1,573
| +3% | +$279K | 0.28% | 79 |
|
|
2022
Q1 | $8.57M | Sell |
48,370
-4,113
| -8% | -$729K | 0.26% | 84 |
|
|
2021
Q4 | $8.98M | Sell |
52,483
-2,965
| -5% | -$507K | 0.27% | 76 |
|
|
2021
Q3 | $8.96M | Buy |
55,448
+5,975
| +12% | +$965K | 0.29% | 74 |
|
|
2021
Q2 | $8.15M | Buy |
49,473
+14,604
| +42% | +$2.41M | 0.29% | 76 |
|
|
2021
Q1 | $5.73M | Buy |
34,869
+8,997
| +35% | +$1.48M | 0.24% | 87 |
|
|
2020
Q4 | $4.07M | Buy |
25,872
+2,722
| +12% | +$428K | 0.19% | 94 |
|
|
2020
Q3 | $3.45M | Buy |
23,150
+3,069
| +15% | +$457K | 0.21% | 91 |
|
|
2020
Q2 | $2.82M | Buy |
20,081
+4,685
| +30% | +$659K | 0.2% | 87 |
|
|
2020
Q1 | $2.02M | Buy |
15,396
+2,264
| +17% | +$297K | 0.19% | 91 |
|
|
2019
Q4 | $1.92M | Buy |
13,132
+1,574
| +14% | +$230K | 0.16% | 100 |
|
|
2019
Q3 | $1.5M | Buy |
11,558
+185
| +2% | +$23.9K | 0.17% | 95 |
|
|
2019
Q2 | $1.57M | Buy |
11,373
+645
| +6% | +$88.9K | 0.21% | 88 |
|
|
2019
Q1 | $1.5M | Buy |
10,728
+719
| +7% | +$101K | 0.25% | 80 |
|
|
2018
Q4 | $1.29M | Buy |
10,009
+1,213
| +14% | +$157K | 0.35% | 69 |
|
|
2018
Q3 | $1.23M | Sell |
8,796
-539
| -6% | -$75.3K | 0.37% | 64 |
|
|
2018
Q2 | $1.14M | Sell |
9,335
-1,019
| -10% | -$124K | 0.39% | 63 |
|
|
2018
Q1 | $1.29M | Buy |
10,354
+326
| +3% | +$40.6K | 0.52% | 47 |
|
|
2017
Q4 | $1.42M | Buy |
+10,028
| New | +$1.42M | 0.61% | 32 |
|