Number of Shares
20,879.00
Current Holdings Value*
$17.24 Mil
% of Portfolio
2.63%
Total Estimate Gain
$5.50 Mil
% of Total Estimate Gain
47.06%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Eli Lilly and Co Holding Summary

As of 2025-03-31, JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 20,879.00 shares of Eli Lilly and Co(LLY), totaling $17.24 Mil. This investment constitutes 2.63% of their stock portfolio, and JAMISON PRIVATE WEALTH MANAGEMENT, INC. now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2023Q3. And since then JAMISON PRIVATE WEALTH MANAGEMENT, INC. has made 2 purchases of LLY, at an average price of $517.96, for a total of 22,583.00 shares. In addition, there have been 4 sales at an average price of $764.48 for 1,704.00 shares. Based on historical transaction data and LLY's current price of $761.50, JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s estimated gain on his LLY holdings is $5.50 Mil, reflecting a 47.06% gain to date.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. LLY ($761.50) Holding Chart

JAMISON PRIVATE WEALTH MANAGEMENT, INC. LLY ($761.50) 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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