IWA
IVC Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.66M | Buy |
10,853
+48
| +0.4% | +$7.33K | 0.81% | 25 |
|
2025
Q1 | $1.79M | Buy |
10,805
+495
| +5% | +$82.1K | 0.96% | 21 |
|
2024
Q4 | $1.49M | Sell |
10,310
-634
| -6% | -$91.7K | 0.83% | 25 |
|
2024
Q3 | $1.77M | Buy |
10,944
+232
| +2% | +$37.6K | 0.97% | 21 |
|
2024
Q2 | $1.57M | Sell |
10,712
-4
| -0% | -$585 | 0.88% | 26 |
|
2024
Q1 | $1.7M | Buy |
10,716
+47
| +0.4% | +$7.44K | 0.98% | 22 |
|
2023
Q4 | $1.67M | Sell |
10,669
-355
| -3% | -$55.6K | 1.04% | 19 |
|
2023
Q3 | $1.72M | Sell |
11,024
-201
| -2% | -$31.3K | 1.15% | 16 |
|
2023
Q2 | $1.86M | Sell |
11,225
-183
| -2% | -$30.3K | 1.18% | 15 |
|
2023
Q1 | $1.77M | Sell |
11,408
-72
| -0.6% | -$11.2K | 1.25% | 15 |
|
2022
Q4 | $2.03M | Sell |
11,480
-68
| -0.6% | -$12K | 1.49% | 10 |
|
2022
Q3 | $1.89M | Sell |
11,548
-71
| -0.6% | -$11.6K | 1.52% | 12 |
|
2022
Q2 | $2.06M | Sell |
11,619
-150
| -1% | -$26.6K | 1.6% | 10 |
|
2022
Q1 | $2.09M | Buy |
11,769
+374
| +3% | +$66.3K | 1.37% | 10 |
|
2021
Q4 | $1.95M | Sell |
11,395
-499
| -4% | -$85.3K | 1.26% | 13 |
|
2021
Q3 | $1.92M | Buy |
11,894
+436
| +4% | +$70.4K | 1.32% | 14 |
|
2021
Q2 | $1.89M | Sell |
11,458
-11
| -0.1% | -$1.81K | 1.33% | 13 |
|
2021
Q1 | $1.89M | Sell |
11,469
-37
| -0.3% | -$6.08K | 1.48% | 13 |
|
2020
Q4 | $1.81M | Buy |
+11,506
| New | +$1.81M | 1.73% | 10 |
|