Number of Shares
2,793.00
Current Holdings Value*
$2.31 Mil
% of Portfolio
1.15%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
93.91%

Retirement Planning Co of New England, Inc.'s Eli Lilly and Co Holding Summary

As of 2025-03-31, Retirement Planning Co of New England, Inc. held 2,793.00 shares of Eli Lilly and Co(LLY), totaling $2.31 Mil. This investment constitutes 1.15% of their stock portfolio, and Retirement Planning Co of New England, Inc. now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2021Q4. And since then Retirement Planning Co of New England, Inc. has made 6 purchases of LLY, at an average price of $365.11, for a total of 3,867.00 shares. In addition, there have been 8 sales at an average price of $526.72 for 1,074.00 shares. Based on historical transaction data and LLY's current price of $777.66, Retirement Planning Co of New England, Inc.'s estimated gain on his LLY holdings is $1.33 Mil, reflecting a 93.91% gain to date.

Retirement Planning Co of New England, Inc. LLY ($777.66) Holding Chart

Retirement Planning Co of New England, Inc. LLY ($777.66) 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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