Number of Shares
8,718.00
Current Holdings Value*
$7.20 Mil
% of Portfolio
0.77%
Total Estimate Gain
$-479,819.84
% of Total Estimate Gain
-6.44%

W.G. Shaheen & Associates DBA Whitney & Co's Eli Lilly and Co Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 8,718.00 shares of Eli Lilly and Co(LLY), totaling $7.20 Mil. This investment constitutes 0.77% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2024Q1. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 2 purchases of LLY, at an average price of $828.41, for a total of 8,993.00 shares. In addition, there have been 2 sales at an average price of $881.03 for 275.00 shares. Based on historical transaction data and LLY's current price of $771.71, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his LLY holdings is $-479,819.84, reflecting a -6.44% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co LLY ($771.71) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co LLY ($771.71) 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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