AEPWM
Atlantic Edge Private Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
1,178
-5
| -0.4% | -$3.9K | 0.25% | 75 |
|
|
2025
Q1 | $977K | Sell |
1,183
-5
| -0.4% | -$4.13K | 0.3% | 72 |
|
|
2024
Q4 | $917K | Sell |
1,188
-56
| -5% | -$43.2K | 0.28% | 69 |
|
|
2024
Q3 | $1.1M | Sell |
1,244
-14
| -1% | -$12.4K | 0.34% | 69 |
|
|
2024
Q2 | $1.14M | Sell |
1,258
-35
| -3% | -$31.7K | 0.38% | 64 |
|
|
2024
Q1 | $1.01M | Sell |
1,293
-100
| -7% | -$77.8K | 0.35% | 68 |
|
|
2023
Q4 | $812K | Buy |
+1,393
| New | +$812K | 0.33% | 71 |
|