Number of Shares
191,956.00
Current Holdings Value*
$28.58 Mil
% of Portfolio
7.22%
Total Estimate Gain
$6.68 Mil
% of Total Estimate Gain
23.60%

Lucia Wealth Services, LLC's Johnson & Johnson Holding Summary

As of 2020-09-30, Lucia Wealth Services, LLC held 191,956.00 shares of Johnson & Johnson(JNJ), totaling $28.58 Mil. This investment constitutes 7.22% of their stock portfolio, and Lucia Wealth Services, LLC now holds 0.01% of the outstanding Johnson & Johnson(JNJ) stock.

The initial trade took place in 2018Q2. And since then Lucia Wealth Services, LLC has made 7 purchases of JNJ, at an average price of $131.05, for a total of 216,075.00 shares. In addition, there have been 3 sales at an average price of $139.65 for 24,119.00 shares. Based on historical transaction data and JNJ's current price of $164.78, Lucia Wealth Services, LLC's estimated gain on his JNJ holdings is $6.68 Mil, reflecting a 23.60% gain to date.

Lucia Wealth Services, LLC JNJ ($164.78) Holding Chart

Lucia Wealth Services, LLC JNJ ($164.78) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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