JWM
JPL Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
838
-80
| -9% | -$62.4K | 0.18% | 86 |
|
|
2025
Q1 | $758K | Buy |
918
+19
| +2% | +$15.7K | 0.22% | 80 |
|
|
2024
Q4 | $694K | Buy |
+899
| New | +$694K | 0.2% | 80 |
|
|
2024
Q2 | $709K | Buy |
783
+216
| +38% | +$196K | 0.35% | 71 |
|
|
2024
Q1 | $441K | Buy |
567
+12
| +2% | +$9.34K | 0.24% | 81 |
|
|
2023
Q4 | $324K | Buy |
+555
| New | +$324K | 0.23% | 86 |
|