A detailed history of Wealth Plan Investment Management, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,000 shares of LLY stock, worth $1.59 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,000
Previous 1,994 0.3%
Holding current value
$1.59 Million
Previous $1.81 Million 1.88%
% of portfolio
0.19%
Previous 0.29%

Shares

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

Nov 05, 2024

BUY
$772.14 - $960.02 $4,632 - $5,760
6 Added 0.3%
2,000 $1.77 Million
Q2 2024

Aug 09, 2024

BUY
$724.87 - $909.04 $1,449 - $1,818
2 Added 0.1%
1,994 $1.81 Million
Q1 2024

May 16, 2024

SELL
$592.2 - $792.28 $47,376 - $63,382
-80 Reduced 3.86%
1,992 $1.55 Million
Q4 2023

Jan 05, 2024

BUY
$525.19 - $619.13 $1,050 - $1,238
2 Added 0.1%
2,072 $1.21 Million
Q3 2023

Nov 15, 2023

BUY
$434.7 - $599.3 $216,045 - $297,852
497 Added 31.6%
2,070 $1.11 Million
Q3 2023

Nov 09, 2023

SELL
$434.7 - $599.3 $216,045 - $297,852
-497 Reduced 24.01%
1,573 $844,000
Q2 2023

Aug 14, 2023

BUY
$350.74 - $468.98 $86,632 - $115,838
247 Added 13.55%
2,070 $970,000
Q2 2023

Jul 25, 2023

SELL
$350.74 - $468.98 $86,632 - $115,838
-247 Reduced 11.93%
1,823 $854,000
Q1 2023

May 08, 2023

SELL
$310.63 - $364.82 $503,841 - $591,738
-1,622 Reduced 43.93%
2,070 $710,000
Q4 2022

Feb 15, 2023

BUY
$321.55 - $374.67 $32,155 - $37,467
100 Added 2.78%
3,692 $1.35 Million
Q3 2022

Dec 12, 2022

BUY
$296.48 - $337.87 $109,697 - $125,011
370 Added 11.48%
3,592 $1.34 Million
Q1 2022

Sep 07, 2022

BUY
$234.69 - $291.66 $756,171 - $939,728
3,222 New
3,222 $941,000

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
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