Nicholson Wealth Management Group, LLC LLY Holdings History
Number of Shares
1,051.00
Current Holdings Value*
$868,030.00
% of Portfolio
0.57%
Total Estimate Gain
$-91,582.58
% of Total Estimate Gain
-10.15%
Nicholson Wealth Management Group, LLC's Eli Lilly and Co Holding Summary
As of 2025-03-31, Nicholson Wealth Management Group, LLC held 1,051.00 shares of Eli Lilly and Co(LLY), totaling $868,030.00. This investment constitutes 0.57% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.
The initial trade took place in 2024Q3. And since then Nicholson Wealth Management Group, LLC has made 1 purchases of LLY, at an average price of $858.85, for a total of 1,051.00 shares. Based on historical transaction data and LLY's current price of $771.71, Nicholson Wealth Management Group, LLC's estimated gain on his LLY holdings is $-91,582.58, reflecting a -10.15% gain to date.
Nicholson Wealth Management Group, LLC LLY ($771.71) Holding Chart
Nicholson Wealth Management Group, LLC LLY ($771.71) 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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