JPWM
Jamison 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 | $16.3M | Buy |
20,884
+5
| +0% | +$3.9K | 2.34% | 6 |
|
|
2025
Q1 | $17.2M | Sell |
20,879
-784
| -4% | -$648K | 2.63% | 6 |
|
|
2024
Q4 | $16.7M | Buy |
21,663
+159
| +0.7% | +$123K | 2.47% | 6 |
|
|
2024
Q3 | $19.1M | Buy |
21,504
+28
| +0.1% | +$24.8K | 2.9% | 6 |
|
|
2024
Q2 | $19.4M | Sell |
21,476
-427
| -2% | -$387K | 3.23% | 6 |
|
|
2024
Q1 | $17M | Sell |
21,903
-164
| -0.7% | -$128K | 2.88% | 6 |
|
|
2023
Q4 | $12.9M | Sell |
22,067
-329
| -1% | -$192K | 2.41% | 5 |
|
|
2023
Q3 | $12M | Buy |
+22,396
| New | +$12M | 2.49% | 5 |
|