Perissos Private Wealth Management’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Hold
288
0.18% 66
2025
Q1
$238K Hold
288
0.22% 63
2024
Q4
$223K Sell
288
-164
-36% -$127K 0.17% 80
2024
Q3
$401K Buy
+452
New +$401K 0.32% 59