APWM
Atlas Private Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $358K | Sell |
460
-14
| -3% | -$10.9K | 0.15% | 99 |
|
|
2023
Q4 | $276K | Hold |
474
| – | – | 0.13% | 106 |
|
|
2023
Q3 | $255K | Hold |
474
| – | – | 0.14% | 107 |
|
|
2023
Q2 | $222K | Buy |
+474
| New | +$222K | 0.12% | 113 |
|
|
2021
Q2 | – | Sell |
-155
| Closed | -$29K | – | 257 |
|
|
2021
Q1 | $29K | Hold |
155
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $26K | Hold |
155
| – | – | 0.02% | 244 |
|
|
2020
Q3 | $23K | Hold |
155
| – | – | 0.02% | 240 |
|
|
2020
Q2 | $25K | Hold |
155
| – | – | 0.02% | 248 |
|
|
2020
Q1 | $22K | Hold |
155
| – | – | 0.02% | 242 |
|
|
2019
Q4 | $20K | Buy |
+155
| New | +$20K | 0.02% | 289 |
|