Plumb Balanced Fund LLY Holdings History
Plumb Balanced Fund's Eli Lilly and Co Holding Summary
As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 2,200.00 shares of Eli Lilly and Co(LLY), totaling $1.82 Mil. This investment constitutes 4.92% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.
The initial trade took place in 2023Q4. And since then Plumb Balanced Fund has made 1 purchases of LLY, at an average price of $583.70, for a total of 2,300.00 shares. In addition, there have been 1 sales at an average price of $827.11 for 100.00 shares. Based on historical transaction data and LLY's current price of $761.50, Plumb Balanced Fund's estimated gain on his LLY holdings is $415,501.00, reflecting a 30.95% gain to date.
Plumb Balanced Fund LLY ($761.50) Holding Chart
Plumb Balanced Fund 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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