Number of Shares
87,074.00
Current Holdings Value*
$13.70 Mil
% of Portfolio
1.27%
Total Estimate Gain
$5.67 Mil
% of Total Estimate Gain
50.76%

SVA Plumb Wealth Management, LLC's Johnson & Johnson Holding Summary

As of 2020-12-31, SVA Plumb Wealth Management, LLC held 87,074.00 shares of Johnson & Johnson(JNJ), totaling $13.70 Mil. This investment constitutes 1.27% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 0% of the outstanding Johnson & Johnson(JNJ) stock.

The initial trade took place in 2014Q1. And since then SVA Plumb Wealth Management, LLC has made 11 purchases of JNJ, at an average price of $101.51, for a total of 110,119.00 shares. In addition, there have been 8 sales at an average price of $138.41 for 23,045.00 shares. Based on historical transaction data and JNJ's current price of $156.90, SVA Plumb Wealth Management, LLC's estimated gain on his JNJ holdings is $5.67 Mil, reflecting a 50.76% gain to date.

SVA Plumb Wealth Management, LLC JNJ ($156.90) Holding Chart

SVA Plumb Wealth Management, LLC JNJ ($156.90) 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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