PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $522K | Sell |
923
-54
| -6% | -$30.5K | 0.2% | 42 |
|
|
2023
Q2 | $437K | Buy |
977
+20
| +2% | +$8.94K | 0.15% | 34 |
|
|
2023
Q1 | $379K | Sell |
957
-2
| -0.2% | -$792 | 0.15% | 67 |
|
|
2022
Q4 | $351K | Sell |
959
-39
| -4% | -$14.3K | 0.15% | 38 |
|
|
2022
Q3 | $323K | Hold |
998
| – | – | 0.15% | 60 |
|
|
2022
Q2 | $324K | Hold |
998
| – | – | 0.19% | 60 |
|
|
2022
Q1 | $286K | Hold |
998
| – | – | 0.13% | 81 |
|
|
2021
Q4 | $276K | Hold |
998
| – | – | 0.13% | 78 |
|
|
2021
Q3 | $231K | Sell |
998
-1,054
| -51% | -$244K | 0.12% | 84 |
|
|
2021
Q2 | $471K | Buy |
+2,052
| New | +$471K | 0.14% | 167 |
|
|
2019
Q2 | – | Sell |
-132
| Closed | -$17K | – | 395 |
|
|
2019
Q1 | $17K | Hold |
132
| – | – | 0.02% | 238 |
|
|
2018
Q4 | $14K | Buy |
+132
| New | +$14K | 0.02% | 259 |
|