Number of Shares
61,171.00
Current Holdings Value*
$9.53 Mil
% of Portfolio
1.85%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
21.41%

Ropes Wealth Advisors LLC's Johnson & Johnson Holding Summary

As of 2023-09-30, Ropes Wealth Advisors LLC held 61,171.00 shares of Johnson & Johnson(JNJ), totaling $9.53 Mil. This investment constitutes 1.85% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0% of the outstanding Johnson & Johnson(JNJ) stock.

The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 12 purchases of JNJ, at an average price of $124.77, for a total of 116,353.00 shares. In addition, there have been 10 sales at an average price of $150.09 for 55,182.00 shares. Based on historical transaction data and JNJ's current price of $152.73, Ropes Wealth Advisors LLC's estimated gain on his JNJ holdings is $3.11 Mil, reflecting a 21.41% gain to date.

Ropes Wealth Advisors LLC JNJ ($152.73) Holding Chart

Ropes Wealth Advisors LLC JNJ ($152.73) 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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