Number of Shares
4,452.00
Current Holdings Value*
$3.47 Mil
% of Portfolio
0.22%
Total Estimate Gain
$755,390.67
% of Total Estimate Gain
24.69%

Segment Wealth Management, LLC's Eli Lilly and Co Holding Summary

As of 2025-06-30, Segment Wealth Management, LLC held 4,452.00 shares of Eli Lilly and Co(LLY), totaling $3.47 Mil. This investment constitutes 0.22% of their stock portfolio, and Segment Wealth Management, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2021Q4. And since then Segment Wealth Management, LLC has made 7 purchases of LLY, at an average price of $613.26, for a total of 4,989.00 shares. In addition, there have been 5 sales at an average price of $490.71 for 537.00 shares. Based on historical transaction data and LLY's current price of $797.72, Segment Wealth Management, LLC's estimated gain on his LLY holdings is $755,390.67, reflecting a 24.69% gain to date.

Segment Wealth Management, LLC LLY ($797.72) Holding Chart

Segment Wealth Management, LLC LLY ($797.72) 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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