Number of Shares
8,233.00
Current Holdings Value*
$6.42 Mil
% of Portfolio
1.9%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
35.66%

West Branch Capital LLC's Eli Lilly and Co Holding Summary

As of 2025-06-30, West Branch Capital LLC held 8,233.00 shares of Eli Lilly and Co(LLY), totaling $6.42 Mil. This investment constitutes 1.9% of their stock portfolio, and West Branch Capital LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2020Q2. And since then West Branch Capital LLC has made 17 purchases of LLY, at an average price of $417.09, for a total of 12,905.00 shares. In addition, there have been 5 sales at an average price of $155.17 for 4,672.00 shares. Based on historical transaction data and LLY's current price of $798.89, West Branch Capital LLC's estimated gain on his LLY holdings is $1.92 Mil, reflecting a 35.66% gain to date.

West Branch Capital LLC LLY ($798.89) Holding Chart

West Branch Capital LLC LLY ($798.89) 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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