Quantum Private Wealth’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
Sell
-696
Closed -$575K 175
2025
Q1
$575K Sell
696
-200
-22% -$165K 0.22% 85
2024
Q4
$692K Buy
896
+200
+29% +$154K 0.22% 78
2024
Q3
$617K Buy
696
+150
+27% +$133K 0.21% 87
2024
Q2
$495K Hold
546
0.18% 99
2024
Q1
$425K Hold
546
0.16% 119
2023
Q4
$319K Hold
546
0.13% 135
2023
Q3
$294K Hold
546
0.14% 138
2023
Q2
$256K Buy
+546
New +$256K 0.12% 152
2022
Q4
Sell
-1,246
Closed -$403K 192
2022
Q3
$403K Buy
1,246
+324
+35% +$105K 0.25% 101
2022
Q2
$299K Buy
+922
New +$299K 0.18% 123