Number of Shares
10,437.00
Current Holdings Value*
$8.62 Mil
% of Portfolio
6.4%
Total Estimate Gain
$-228,933.48
% of Total Estimate Gain
-2.65%

CAPITAL & PLANNING, LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, CAPITAL & PLANNING, LLC held 10,437.00 shares of Eli Lilly and Co(LLY), totaling $8.62 Mil. This investment constitutes 6.4% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of LLY, at an average price of $827.36, for a total of 10,437.00 shares. Based on historical transaction data and LLY's current price of $805.43, CAPITAL & PLANNING, LLC's estimated gain on his LLY holdings is $-228,933.48, reflecting a -2.65% gain to date.

CAPITAL & PLANNING, LLC LLY ($805.43) Holding Chart

CAPITAL & PLANNING, LLC 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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