IPW
IronBridge Private Wealth’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,280
| Closed | -$3.78M | – | 49 |
|
|
2023
Q3 | $3.78M | Buy |
24,280
+1,179
| +5% | +$184K | 2.05% | 16 |
|
|
2023
Q2 | $3.82M | Sell |
23,101
-113
| -0.5% | -$18.7K | 2.15% | 15 |
|
|
2023
Q1 | $3.6M | Buy |
+23,214
| New | +$3.6M | 2.3% | 14 |
|
|
2022
Q1 | – | Sell |
-523
| Closed | -$90K | – | 169 |
|
|
2021
Q4 | $90K | Buy |
523
+3
| +0.6% | +$516 | 0.05% | 53 |
|
|
2021
Q3 | $84K | Buy |
520
+2
| +0.4% | +$323 | 0.05% | 44 |
|
|
2021
Q2 | $85K | Buy |
518
+79
| +18% | +$13K | 0.05% | 44 |
|
|
2021
Q1 | $72K | Buy |
439
+3
| +0.7% | +$492 | 0.05% | 50 |
|
|
2020
Q4 | $69K | Buy |
+436
| New | +$69K | 0.05% | 45 |
|