Number of Shares
9,398.00
Current Holdings Value*
$7.76 Mil
% of Portfolio
1.27%
Total Estimate Gain
$715,329.71
% of Total Estimate Gain
10.20%

Portside Wealth Group, LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, Portside Wealth Group, LLC held 9,398.00 shares of Eli Lilly and Co(LLY), totaling $7.76 Mil. This investment constitutes 1.27% of their stock portfolio, and Portside Wealth Group, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2023Q2. And since then Portside Wealth Group, LLC has made 5 purchases of LLY, at an average price of $721.22, for a total of 9,720.00 shares. In addition, there have been 2 sales at an average price of $785.94 for 322.00 shares. Based on historical transaction data and LLY's current price of $795.12, Portside Wealth Group, LLC's estimated gain on his LLY holdings is $715,329.71, reflecting a 10.20% gain to date.

Portside Wealth Group, LLC LLY ($795.12) Holding Chart

Portside Wealth Group, LLC LLY ($795.12) 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 %

Top Ranked Articles

  • 1