Number of Shares
87,853.00
Current Holdings Value*
$13.42 Mil
% of Portfolio
1.71%
Total Estimate Gain
$452,275.73
% of Total Estimate Gain
3.16%

Philip James Wealth Mangement, LLC's Johnson & Johnson Holding Summary

As of 2025-06-30, Philip James Wealth Mangement, LLC held 87,853.00 shares of Johnson & Johnson(JNJ), totaling $13.42 Mil. This investment constitutes 1.71% of their stock portfolio, and Philip James Wealth Mangement, LLC now holds 0% of the outstanding Johnson & Johnson(JNJ) stock.

The initial trade took place in 2023Q4. And since then Philip James Wealth Mangement, LLC has made 3 purchases of JNJ, at an average price of $158.45, for a total of 90,318.00 shares. In addition, there have been 3 sales at an average price of $154.81 for 2,465.00 shares. Based on historical transaction data and JNJ's current price of $163.70, Philip James Wealth Mangement, LLC's estimated gain on his JNJ holdings is $452,275.73, reflecting a 3.16% gain to date.

Philip James Wealth Mangement, LLC JNJ ($163.70) Holding Chart

Philip James Wealth Mangement, LLC JNJ ($163.70) 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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