Circle Wealth Management, LLC LLY Holdings History
Circle Wealth Management, LLC's Eli Lilly and Co Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 85,817.00 shares of Eli Lilly and Co(LLY), totaling $70.88 Mil. This investment constitutes 1.63% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.01% of the outstanding Eli Lilly and Co(LLY) stock.
The initial trade took place in 2020Q2. And since then Circle Wealth Management, LLC has made 8 purchases of LLY, at an average price of $503.94, for a total of 87,625.00 shares. In addition, there have been 9 sales at an average price of $232.34 for 1,808.00 shares. Based on historical transaction data and LLY's current price of $772.87, Circle Wealth Management, LLC's estimated gain on his LLY holdings is $22.59 Mil, reflecting a 51.15% gain to date.
Circle Wealth Management, LLC LLY ($772.87) Holding Chart
Circle Wealth Management, LLC LLY ($772.87) 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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