Monterey Private Wealth’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $927K | Sell |
1,122
-109
| -9% | -$90K | 0.27% | 41 |
|
|
2024
Q4 | $950K | Buy |
1,231
+61
| +5% | +$47.1K | 0.31% | 40 |
|
|
2024
Q3 | $1.04M | Sell |
1,170
-63
| -5% | -$55.8K | 0.35% | 38 |
|
|
2024
Q2 | $1.12M | Sell |
1,233
-101
| -8% | -$91.4K | 0.42% | 38 |
|
|
2024
Q1 | $1.04M | Sell |
1,334
-10
| -0.7% | -$7.78K | 0.42% | 36 |
|
|
2023
Q4 | $783K | Buy |
1,344
+22
| +2% | +$12.8K | 0.35% | 39 |
|
|
2023
Q3 | $710K | Hold |
1,322
| – | – | 0.36% | 39 |
|
|
2023
Q2 | $620K | Sell |
1,322
-698
| -35% | -$327K | 0.3% | 45 |
|
|
2023
Q1 | $694K | Sell |
2,020
-640
| -24% | -$220K | 0.36% | 43 |
|
|
2022
Q4 | $973K | Buy |
2,660
+3
| +0.1% | +$1.1K | 0.53% | 31 |
|
|
2022
Q3 | $877K | Hold |
2,657
| – | – | 0.53% | 31 |
|
|
2022
Q2 | $861K | Buy |
2,657
+60
| +2% | +$19.4K | 0.49% | 34 |
|
|
2022
Q1 | $753K | Buy |
2,597
+21
| +0.8% | +$6.09K | 0.36% | 43 |
|
|
2021
Q4 | $712K | Hold |
2,576
| – | – | 0.35% | 43 |
|
|
2021
Q3 | $595K | Sell |
2,576
-85
| -3% | -$19.6K | 0.33% | 48 |
|
|
2021
Q2 | $611K | Hold |
2,661
| – | – | 0.35% | 46 |
|
|
2021
Q1 | $498K | Hold |
2,661
| – | – | 0.27% | 47 |
|
|
2020
Q4 | $449K | Hold |
2,661
| – | – | 0.26% | 47 |
|
|
2020
Q3 | $394K | Hold |
2,661
| – | – | 0.25% | 52 |
|
|
2020
Q2 | $437K | Hold |
2,661
| – | – | 0.31% | 45 |
|
|
2020
Q1 | $369K | Sell |
2,661
-159
| -6% | -$22K | 0.31% | 41 |
|
|
2019
Q4 | $371K | Buy |
+2,820
| New | +$371K | 0.3% | 48 |
|