Bernard Wealth Management Corp. LLY Holdings History
Bernard Wealth Management Corp.'s Eli Lilly and Co Holding Summary
As of 2025-03-31, Bernard Wealth Management Corp. held 10,980.00 shares of Eli Lilly and Co(LLY), totaling $9.07 Mil. This investment constitutes 4.43% of their stock portfolio, and Bernard Wealth Management Corp. now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $832.09 for 9,684.00 shares. Based on historical transaction data and LLY's current price of $797.16, Bernard Wealth Management Corp.'s estimated gain on his LLY holdings is $-280,624.68, reflecting a -1.64% gain to date.
Bernard Wealth Management Corp. LLY ($797.16) Holding Chart
Bernard Wealth Management Corp. LLY ($797.16) 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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