Number of Shares
17,684.00
Current Holdings Value*
$3.33 Mil
% of Portfolio
0.24%
Total Estimate Gain
$3.05 Mil
% of Total Estimate Gain
42.03%

WOODMONT INVESTMENT COUNSEL LLC's iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary

As of 2025-03-31, WOODMONT INVESTMENT COUNSEL LLC held 17,684.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $3.33 Mil. This investment constitutes 0.24% of their stock portfolio, and WOODMONT INVESTMENT COUNSEL LLC now holds 0.03% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.

The initial trade took place in 2023Q1. And since then WOODMONT INVESTMENT COUNSEL LLC has made 7 purchases of SOXX, at an average price of $155.26, for a total of 46,730.00 shares. In addition, there have been 2 sales at an average price of $209.87 for 29,046.00 shares. Based on historical transaction data and SOXX's current price of $238.00, WOODMONT INVESTMENT COUNSEL LLC's estimated gain on his SOXX holdings is $3.05 Mil, reflecting a 42.03% gain to date.

WOODMONT INVESTMENT COUNSEL LLC SOXX ($238.00) Holding Chart

WOODMONT INVESTMENT COUNSEL LLC SOXX ($238.00) 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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