PPW
Pasadena Private Wealth’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
2,410
+1,624
| +207% | +$1.27M | 0.32% | 40 |
|
|
2025
Q1 | $649K | Hold |
786
| – | – | 0.13% | 83 |
|
|
2024
Q4 | $607K | Buy |
786
+1
| +0.1% | +$772 | 0.12% | 78 |
|
|
2024
Q3 | $695K | Sell |
785
-6
| -0.8% | -$5.32K | 0.15% | 72 |
|
|
2024
Q2 | $716K | Buy |
791
+10
| +1% | +$9.05K | 0.17% | 62 |
|
|
2024
Q1 | $608K | Hold |
781
| – | – | 0.14% | 74 |
|
|
2023
Q4 | $455K | Hold |
781
| – | – | 0.11% | 81 |
|
|
2023
Q3 | $419K | Buy |
781
+30
| +4% | +$16.1K | 0.13% | 58 |
|
|
2023
Q2 | $352K | Hold |
751
| – | – | 0.1% | 68 |
|
|
2023
Q1 | $258K | Hold |
751
| – | – | 0.07% | 77 |
|
|
2022
Q4 | $275K | Sell |
751
-24
| -3% | -$8.78K | 0.08% | 74 |
|
|
2022
Q3 | $251K | Hold |
775
| – | – | 0.09% | 68 |
|
|
2022
Q2 | $251K | Hold |
775
| – | – | 0.09% | 66 |
|
|
2022
Q1 | $222K | Hold |
775
| – | – | 0.07% | 81 |
|
|
2021
Q4 | $214K | Buy |
+775
| New | +$214K | 0.07% | 98 |
|