PWM
Prentice Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Hold |
1,230
| – | – | 0.25% | 44 |
|
|
2025
Q1 | $1.02M | Buy |
1,230
+24
| +2% | +$19.8K | 0.29% | 43 |
|
|
2024
Q4 | $931K | Buy |
1,206
+44
| +4% | +$34K | 0.27% | 46 |
|
|
2024
Q3 | $1.03M | Sell |
1,162
-207
| -15% | -$183K | 0.31% | 42 |
|
|
2024
Q2 | $1.24M | Sell |
1,369
-70
| -5% | -$63.4K | 0.4% | 35 |
|
|
2024
Q1 | $1.12M | Buy |
1,439
+35
| +2% | +$27.2K | 0.39% | 36 |
|
|
2023
Q4 | $818K | Buy |
1,404
+44
| +3% | +$25.6K | 0.32% | 41 |
|
|
2023
Q3 | $730K | Sell |
1,360
-1
| -0.1% | -$537 | 0.33% | 38 |
|
|
2023
Q2 | $638K | Sell |
1,361
-155
| -10% | -$72.7K | 0.29% | 41 |
|
|
2023
Q1 | $521K | Sell |
1,516
-3
| -0.2% | -$1.03K | 0.25% | 47 |
|
|
2022
Q4 | $556K | Buy |
1,519
+104
| +7% | +$38K | 0.28% | 39 |
|
|
2022
Q3 | $455K | Buy |
+1,415
| New | +$455K | 0.25% | 41 |
|
|
2022
Q2 | – | Sell |
-1,267
| Closed | -$361K | – | 166 |
|
|
2022
Q1 | $361K | Buy |
1,267
+5
| +0.4% | +$1.43K | 0.17% | 59 |
|
|
2021
Q4 | $348K | Sell |
1,262
-22
| -2% | -$6.07K | 0.16% | 65 |
|
|
2021
Q3 | $297K | Hold |
1,284
| – | – | 0.14% | 69 |
|
|
2021
Q2 | $295K | Buy |
1,284
+246
| +24% | +$56.5K | 0.15% | 70 |
|
|
2021
Q1 | $194K | Buy |
+1,038
| New | +$194K | 0.11% | 93 |
|