WIA
Westbourne Investment Advisors’s Johnson & Johnson JNJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Buy |
7,883
+1,065
| +16% | +$163K | 0.37% | 46 |
|
2025
Q1 | $1.13M | Sell |
6,818
-651
| -9% | -$108K | 0.4% | 46 |
|
2024
Q4 | $1.08M | Sell |
7,469
-110
| -1% | -$15.9K | 0.37% | 47 |
|
2024
Q3 | $1.23M | Hold |
7,579
| – | – | 0.43% | 44 |
|
2024
Q2 | $1.11M | Hold |
7,579
| – | – | 0.4% | 46 |
|
2024
Q1 | $1.2M | Sell |
7,579
-100
| -1% | -$15.8K | 0.44% | 46 |
|
2023
Q4 | $1.2M | Sell |
7,679
-40
| -0.5% | -$6.27K | 0.48% | 43 |
|
2023
Q3 | $1.2M | Sell |
7,719
-929
| -11% | -$145K | 0.55% | 43 |
|
2023
Q2 | $1.43M | Sell |
8,648
-350
| -4% | -$57.9K | 0.64% | 39 |
|
2023
Q1 | $1.4M | Sell |
8,998
-675
| -7% | -$105K | 0.67% | 39 |
|
2022
Q4 | $1.71M | Sell |
9,673
-970
| -9% | -$171K | 0.86% | 35 |
|
2022
Q3 | $1.74M | Sell |
10,643
-140
| -1% | -$22.9K | 0.92% | 30 |
|
2022
Q2 | $1.91M | Sell |
10,783
-610
| -5% | -$108K | 1.19% | 24 |
|
2022
Q1 | $2.02M | Sell |
11,393
-490
| -4% | -$86.8K | 0.84% | 30 |
|
2021
Q4 | $2.03M | Sell |
11,883
-625
| -5% | -$107K | 0.8% | 31 |
|
2021
Q3 | $2.02M | Sell |
12,508
-645
| -5% | -$104K | 0.92% | 27 |
|
2021
Q2 | $2.17M | Sell |
13,153
-400
| -3% | -$65.9K | 0.98% | 27 |
|
2021
Q1 | $2.23M | Sell |
13,553
-3,602
| -21% | -$592K | 1.11% | 24 |
|
2020
Q4 | $2.7M | Sell |
17,155
-485
| -3% | -$76.3K | 1.58% | 20 |
|
2020
Q3 | $2.63M | Sell |
17,640
-433
| -2% | -$64.5K | 3.01% | 10 |
|
2020
Q2 | $2.54M | Sell |
18,073
-742
| -4% | -$104K | 3.13% | 11 |
|
2020
Q1 | $2.47M | Sell |
18,815
-133
| -0.7% | -$17.4K | 2.28% | 12 |
|
2019
Q4 | $2.76M | Sell |
18,948
-594
| -3% | -$86.6K | 1.88% | 13 |
|
2019
Q3 | $2.53M | Hold |
19,542
| – | – | 1.89% | 13 |
|
2019
Q2 | $2.72M | Sell |
19,542
-1,070
| -5% | -$149K | 2.21% | 13 |
|
2019
Q1 | $2.88M | Buy |
20,612
+130
| +0.6% | +$18.2K | 2.21% | 12 |
|
2018
Q4 | $2.64M | Buy |
20,482
+2,302
| +13% | +$297K | 2.28% | 10 |
|
2018
Q3 | $2.51M | Buy |
18,180
+2,105
| +13% | +$291K | 1.82% | 13 |
|
2018
Q2 | $1.95M | Buy |
16,075
+10
| +0.1% | +$1.21K | 1.68% | 16 |
|
2018
Q1 | $2.06M | Sell |
16,065
-80
| -0.5% | -$10.3K | 1.65% | 17 |
|
2017
Q4 | $2.26M | Sell |
16,145
-405
| -2% | -$56.6K | 1.71% | 15 |
|
2017
Q3 | $2.15M | Sell |
16,550
-270
| -2% | -$35.1K | 1.68% | 15 |
|
2017
Q2 | $2.23M | Buy |
16,820
+70
| +0.4% | +$9.26K | 1.81% | 17 |
|
2017
Q1 | $2.09M | Sell |
16,750
-210
| -1% | -$26.2K | 1.72% | 18 |
|
2016
Q4 | $1.95M | Sell |
16,960
-90
| -0.5% | -$10.4K | 1.71% | 20 |
|
2016
Q3 | $2.01M | Sell |
17,050
-1,495
| -8% | -$177K | 1.78% | 17 |
|
2016
Q2 | $2.25M | Buy |
18,545
+975
| +6% | +$118K | 2.04% | 12 |
|
2016
Q1 | $1.9M | Sell |
17,570
-2,840
| -14% | -$307K | 1.82% | 17 |
|
2015
Q4 | $2.1M | Sell |
20,410
-40
| -0.2% | -$4.11K | 2.02% | 12 |
|
2015
Q3 | $1.91M | Sell |
20,450
-50
| -0.2% | -$4.67K | 1.92% | 17 |
|
2015
Q2 | $2M | Buy |
+20,500
| New | +$2M | 1.82% | 15 |
|