Number of Shares
8,028.00
Current Holdings Value*
$6.63 Mil
% of Portfolio
3.07%
Total Estimate Gain
$5.74 Mil
% of Total Estimate Gain
136.65%

Intrepid Financial Planning Group LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, Intrepid Financial Planning Group LLC held 8,028.00 shares of Eli Lilly and Co(LLY), totaling $6.63 Mil. This investment constitutes 3.07% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2022Q2. And since then Intrepid Financial Planning Group LLC has made 6 purchases of LLY, at an average price of $324.18, for a total of 12,963.00 shares. In addition, there have been 5 sales at an average price of $735.48 for 4,935.00 shares. Based on historical transaction data and LLY's current price of $786.65, Intrepid Financial Planning Group LLC's estimated gain on his LLY holdings is $5.74 Mil, reflecting a 136.65% gain to date.

Intrepid Financial Planning Group LLC LLY ($786.65) Holding Chart

Intrepid Financial Planning Group LLC LLY ($786.65) 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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