CPWM
Cypress Point Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-408
| Closed | -$361K | – | 73 |
|
|
2024
Q3 | $361K | Sell |
408
-11
| -3% | -$9.75K | 0.14% | 63 |
|
|
2024
Q2 | $379K | Buy |
419
+7
| +2% | +$6.34K | 0.18% | 58 |
|
|
2024
Q1 | $321K | Buy |
+412
| New | +$321K | 0.16% | 60 |
|
|
2021
Q4 | – | Sell |
-340
| Closed | -$79K | – | 100 |
|
|
2021
Q3 | $79K | Hold |
340
| – | – | 0.06% | 50 |
|
|
2021
Q2 | $78K | Buy |
+340
| New | +$78K | 0.06% | 50 |
|