OCPWS
One Charles Private Wealth Services’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
376
-32
| -8% | -$24.9K | 0.08% | 122 |
|
|
2025
Q1 | $337K | Sell |
408
-39
| -9% | -$32.2K | 0.11% | 97 |
|
|
2024
Q4 | $345K | Buy |
447
+27
| +6% | +$20.8K | 0.12% | 96 |
|
|
2024
Q3 | $372K | Hold |
420
| – | – | 0.14% | 94 |
|
|
2024
Q2 | $380K | Hold |
420
| – | – | 0.16% | 94 |
|
|
2024
Q1 | $327K | Sell |
420
-25
| -6% | -$19.4K | 0.14% | 104 |
|
|
2023
Q4 | $259K | Buy |
445
+45
| +11% | +$26.2K | 0.14% | 117 |
|
|
2023
Q3 | $215K | Buy |
+400
| New | +$215K | 0.13% | 121 |
|