Number of Shares
4,452.00
Current Holdings Value*
$3.47 Mil
% of Portfolio
0.22%
Total Estimate Gain
$789,715.59
% of Total Estimate Gain
25.81%

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 $805.43, Segment Wealth Management, LLC's estimated gain on his LLY holdings is $789,715.59, reflecting a 25.81% gain to date.

Segment Wealth Management, LLC LLY ($805.43) Holding Chart

Segment Wealth Management, LLC 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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