OWA
Octavia Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Sell |
14,161
-109
| -0.8% | -$16.7K | 0.25% | 44 |
|
2025
Q1 | $2.37M | Buy |
14,270
+385
| +3% | +$63.8K | 0.29% | 40 |
|
2024
Q4 | $2.01M | Buy |
13,885
+447
| +3% | +$64.6K | 0.24% | 44 |
|
2024
Q3 | $2.18M | Buy |
13,438
+3,054
| +29% | +$495K | 0.27% | 42 |
|
2024
Q2 | $1.52M | Sell |
10,384
-1
| -0% | -$146 | 0.21% | 53 |
|
2024
Q1 | $1.64M | Sell |
10,385
-828
| -7% | -$131K | 0.24% | 48 |
|
2023
Q4 | $1.76M | Sell |
11,213
-324
| -3% | -$50.8K | 0.31% | 44 |
|
2023
Q3 | $1.8M | Buy |
11,537
+482
| +4% | +$75.1K | 0.36% | 43 |
|
2023
Q2 | $1.83M | Buy |
11,055
+524
| +5% | +$86.7K | 0.37% | 41 |
|
2023
Q1 | $1.63M | Sell |
10,531
-138
| -1% | -$21.4K | 0.37% | 41 |
|
2022
Q4 | $1.88M | Sell |
10,669
-93
| -0.9% | -$16.4K | 0.46% | 40 |
|
2022
Q3 | $1.76M | Sell |
10,762
-54
| -0.5% | -$8.82K | 0.48% | 40 |
|
2022
Q2 | $1.92M | Sell |
10,816
-1,215
| -10% | -$216K | 0.5% | 41 |
|
2022
Q1 | $2.13M | Buy |
12,031
+2
| +0% | +$354 | 0.47% | 39 |
|
2021
Q4 | $2.06M | Buy |
12,029
+1,032
| +9% | +$177K | 0.44% | 40 |
|
2021
Q3 | $1.78M | Sell |
10,997
-142
| -1% | -$22.9K | 0.45% | 42 |
|
2021
Q2 | $1.84M | Buy |
11,139
+128
| +1% | +$21.1K | 0.48% | 40 |
|
2021
Q1 | $1.81M | Buy |
11,011
+1,352
| +14% | +$222K | 0.54% | 40 |
|
2020
Q4 | $1.52M | Buy |
+9,659
| New | +$1.52M | 0.49% | 44 |
|