PWM
Prosperity Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
2,239
+37
| +2% | +$28.8K | 0.65% | 30 |
|
|
2025
Q1 | $1.82M | Buy |
2,202
+79
| +4% | +$65.2K | 0.85% | 20 |
|
|
2024
Q4 | $1.64M | Buy |
2,123
+135
| +7% | +$104K | 0.67% | 24 |
|
|
2024
Q3 | $1.76M | Buy |
1,988
+876
| +79% | +$776K | 0.7% | 22 |
|
|
2024
Q2 | $1.01M | Buy |
1,112
+463
| +71% | +$419K | 0.49% | 36 |
|
|
2024
Q1 | $505K | Buy |
649
+199
| +44% | +$155K | 0.24% | 72 |
|
|
2023
Q4 | $262K | Hold |
450
| – | – | 0.17% | 96 |
|
|
2023
Q3 | $242K | Sell |
450
-7
| -2% | -$3.76K | 0.16% | 108 |
|
|
2023
Q2 | $214K | Buy |
+457
| New | +$214K | 0.14% | 118 |
|