Bernard Wealth Management Corp. LLY Holdings History
Bernard Wealth Management Corp.'s Eli Lilly and Co Holding Summary
As of 2025-06-30, Bernard Wealth Management Corp. held 9,991.00 shares of Eli Lilly and Co(LLY), totaling $7.79 Mil. This investment constitutes 3.61% 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 2 sales at an average price of $827.06 for 10,673.00 shares. Based on historical transaction data and LLY's current price of $805.43, Bernard Wealth Management Corp.'s estimated gain on his LLY holdings is $-217,096.70, reflecting a -1.27% gain to date.
Bernard Wealth Management Corp. LLY ($805.43) Holding Chart
Bernard Wealth Management Corp. LLY ($805.43) 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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