Number of Shares
1,357.00
Current Holdings Value*
$225,040.00
% of Portfolio
0.16%
Total Estimate Gain
$19,378.91
% of Total Estimate Gain
4.15%

Monument Group Wealth Advisors, LLC's Johnson & Johnson Holding Summary

As of 2025-03-31, Monument Group Wealth Advisors, LLC held 1,357.00 shares of Johnson & Johnson(JNJ), totaling $225,040.00. This investment constitutes 0.16% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Johnson & Johnson(JNJ) stock.

The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of JNJ, at an average price of $154.75, for a total of 3,019.00 shares. In addition, there have been 3 sales at an average price of $155.40 for 1,662.00 shares. Based on historical transaction data and JNJ's current price of $168.23, Monument Group Wealth Advisors, LLC's estimated gain on his JNJ holdings is $19,378.91, reflecting a 4.15% gain to date.

Monument Group Wealth Advisors, LLC JNJ ($168.23) Holding Chart

Monument Group Wealth Advisors, LLC JNJ ($168.23) 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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