Number of Shares
2,195.00
Current Holdings Value*
$1.81 Mil
% of Portfolio
0.76%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
109.23%

MORRIS FINANCIAL CONCEPTS, INC.'s Eli Lilly and Co Holding Summary

As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 2,195.00 shares of Eli Lilly and Co(LLY), totaling $1.81 Mil. This investment constitutes 0.76% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2021Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 5 purchases of LLY, at an average price of $367.08, for a total of 3,008.00 shares. In addition, there have been 6 sales at an average price of $760.38 for 813.00 shares. Based on historical transaction data and LLY's current price of $770.86, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his LLY holdings is $1.21 Mil, reflecting a 109.23% gain to date.

MORRIS FINANCIAL CONCEPTS, INC. LLY ($770.86) Holding Chart

MORRIS FINANCIAL CONCEPTS, INC. LLY ($770.86) 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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