PETERSON WEALTH MANAGEMENT LLY Holdings History
PETERSON WEALTH MANAGEMENT's Eli Lilly and Co Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 4,157.00 shares of Eli Lilly and Co(LLY), totaling $3.43 Mil. This investment constitutes 2.31% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.
The initial trade took place in 2022Q1. And since then PETERSON WEALTH MANAGEMENT has made 8 purchases of LLY, at an average price of $456.19, for a total of 8,426.00 shares. In addition, there have been 5 sales at an average price of $600.82 for 4,269.00 shares. Based on historical transaction data and LLY's current price of $805.43, PETERSON WEALTH MANAGEMENT's estimated gain on his LLY holdings is $2.07 Mil, reflecting a 53.83% gain to date.
PETERSON WEALTH MANAGEMENT LLY ($805.43) Holding Chart
PETERSON WEALTH MANAGEMENT LLY ($805.43) 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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