A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 714 shares of LLY stock, worth $568,108. This represents 0.26% of its overall portfolio holdings.

Number of Shares
714
Previous 695 2.73%
Holding current value
$568,108
Previous $629,000 0.48%
% of portfolio
0.26%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$772.14 - $960.02 $14,670 - $18,240
19 Added 2.73%
714 $632,000
Q2 2024

Aug 12, 2024

BUY
$724.87 - $909.04 $14,497 - $18,180
20 Added 2.96%
695 $629,000
Q4 2023

Feb 13, 2024

BUY
$525.19 - $619.13 $44,641 - $52,626
85 Added 14.41%
675 $393,000
Q3 2023

Nov 14, 2023

BUY
$434.7 - $599.3 $39,557 - $54,536
91 Added 18.24%
590 $316,000
Q2 2023

Aug 11, 2023

BUY
$350.74 - $468.98 $175,019 - $234,021
499 New
499 $234,000
Q4 2021

Feb 10, 2022

SELL
$224.85 - $279.04 $23,834 - $29,578
-106 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$180.55 - $233.54 $180 - $233
1 Added 0.95%
106 $24,000
Q3 2020

Nov 13, 2020

BUY
$146.22 - $169.13 $146 - $169
1 Added 0.96%
105 $15,000
Q2 2020

Aug 18, 2020

BUY
$136.42 - $164.18 $545 - $656
4 Added 4.0%
104 $17,000
Q1 2020

May 15, 2020

BUY
$119.05 - $147.35 $1,785 - $2,210
15 Added 17.65%
100 $14,000
Q4 2019

May 15, 2020

BUY
$106.92 - $132.43 $9,088 - $11,256
85 New
85 $11,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $756B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.