Monterey Private Wealth’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $927K | Sell |
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|
2024
Q4 | $950K | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $710K | Hold |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $973K | Buy |
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|
2022
Q3 | $877K | Hold |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $753K | Buy |
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|
2021
Q4 | $712K | Hold |
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|
2021
Q3 | $595K | Sell |
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|
2021
Q2 | $611K | Hold |
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|
2021
Q1 | $498K | Hold |
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|
2020
Q4 | $449K | Hold |
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|
2020
Q3 | $394K | Hold |
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|
2020
Q2 | $437K | Hold |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $371K | Buy |
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