WAOI
Wealth Advisors of Iowa’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,216
| Closed | -$202K | – | 80 |
|
|
2025
Q1 | $202K | Sell |
1,216
-220
| -15% | -$36.5K | 0.09% | 73 |
|
|
2024
Q4 | $208K | Sell |
1,436
-709
| -33% | -$103K | 0.1% | 62 |
|
|
2024
Q3 | $348K | Sell |
2,145
-52
| -2% | -$8.43K | 0.18% | 43 |
|
|
2024
Q2 | $321K | Sell |
2,197
-189
| -8% | -$27.6K | 0.18% | 31 |
|
|
2024
Q1 | $377K | Hold |
2,386
| – | – | 0.23% | 38 |
|
|
2023
Q4 | $374K | Sell |
2,386
-99
| -4% | -$15.5K | 0.25% | 35 |
|
|
2023
Q3 | $387K | Sell |
2,485
-75
| -3% | -$11.7K | 0.27% | 35 |
|
|
2023
Q2 | $424K | Buy |
2,560
+1
| +0% | +$166 | 0.31% | 30 |
|
|
2023
Q1 | $397K | Sell |
2,559
-16
| -0.6% | -$2.48K | 0.31% | 29 |
|
|
2022
Q4 | $455K | Buy |
2,575
+1
| +0% | +$177 | 0.37% | 32 |
|
|
2022
Q3 | $420K | Sell |
2,574
-4,758
| -65% | -$776K | 0.39% | 27 |
|
|
2022
Q2 | $1.3M | Buy |
7,332
+5,148
| +236% | +$912K | 0.23% | 33 |
|
|
2022
Q1 | $387K | Buy |
2,184
+479
| +28% | +$84.9K | 0.19% | 40 |
|
|
2021
Q4 | $292K | Hold |
1,705
| – | – | 0.16% | 47 |
|
|
2021
Q3 | $275K | Sell |
1,705
-300
| -15% | -$48.4K | 0.15% | 49 |
|
|
2021
Q2 | $330K | Sell |
2,005
-200
| -9% | -$32.9K | 0.17% | 39 |
|
|
2021
Q1 | $362K | Hold |
2,205
| – | – | 0.2% | 35 |
|
|
2020
Q4 | $347K | Hold |
2,205
| – | – | 0.21% | 29 |
|
|
2020
Q3 | $328K | Hold |
2,205
| – | – | 0.23% | 21 |
|
|
2020
Q2 | $310K | Buy |
2,205
+17
| +0.8% | +$2.39K | 0.23% | 22 |
|
|
2020
Q1 | $287K | Buy |
+2,188
| New | +$287K | 0.23% | 20 |
|