Polaris Wealth Advisory Group, LLC JNJ Holdings History
Polaris Wealth Advisory Group, LLC's Johnson & Johnson Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 187,762.00 shares of Johnson & Johnson(JNJ), totaling $29.24 Mil. This investment constitutes 2.23% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.01% of the outstanding Johnson & Johnson(JNJ) stock.
The initial trade took place in 2014Q1. And since then Polaris Wealth Advisory Group, LLC has made 14 purchases of JNJ, at an average price of $148.70, for a total of 724,611.00 shares. In addition, there have been 13 sales at an average price of $149.43 for 536,849.00 shares. Based on historical transaction data and JNJ's current price of $164.78, Polaris Wealth Advisory Group, LLC's estimated gain on his JNJ holdings is $3.41 Mil, reflecting a 3.17% gain to date.
Polaris Wealth Advisory Group, LLC JNJ ($164.78) Holding Chart
Polaris Wealth Advisory Group, 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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