SWM
Seaside Wealth Management’s Eli Lilly LLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $539K | Buy |
691
+26
| +4% | +$20.3K | 0.17% | 37 |
|
2025
Q1 | $549K | Buy |
665
+15
| +2% | +$12.4K | 0.2% | 31 |
|
2024
Q4 | $502K | Hold |
650
| – | – | 0.18% | 34 |
|
2024
Q3 | $576K | Hold |
650
| – | – | 0.22% | 31 |
|
2024
Q2 | $588K | Buy |
+650
| New | +$588K | 0.24% | 29 |
|