Jeppson Wealth Management, LLC Eli Lilly & CO Transaction History

Jeppson Wealth Management, LLC

$279 Million
Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 5,353 shares of LLY stock, worth $4.01 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

5,353

Previous 5,437 1.54%

Holding current value

$4.01 Million

Previous $4.92 Million 3.66%

% of portfolio

1.7%

Previous 1.88%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$772.14 - $960.02 $64,859 - $80,641	-84 Reduced 1.54%	5,353 $4.74 Million
Q2 2024 Aug 05, 2024	SELL	$724.87 - $909.04 $155,122 - $194,534	-214 Reduced 3.79%	5,437 $4.92 Million
Q1 2024 Apr 17, 2024	SELL	$592.2 - $792.28 $372,493 - $498,344	-629 Reduced 10.02%	5,651 $4.4 Million
Q4 2023 Jan 11, 2024	SELL	$525.19 - $619.13 $147,578 - $173,975	-281 Reduced 4.28%	6,280 $3.66 Million
Q3 2023 Oct 25, 2023	SELL	$434.7 - $599.3 $374,711 - $516,596	-862 Reduced 11.61%	6,561 $3.52 Million
Q2 2023 Jul 31, 2023	SELL	$350.74 - $468.98 $103,819 - $138,818	-296 Reduced 3.83%	7,423 $3.48 Million
Q1 2023 Apr 27, 2023	SELL	$310.63 - $364.82 $237,010 - $278,357	-763 Reduced 9.0%	7,719 $2.65 Million
Q4 2022 Jan 27, 2023	SELL	$321.55 - $374.67 $94,857 - $110,527	-295 Reduced 3.36%	8,482 $0
Q3 2022 Oct 20, 2022	SELL	$296.48 - $337.87 $14,824 - $16,893	-50 Reduced 0.57%	8,777 $2.84 Million
Q2 2022 Aug 03, 2022	SELL	$278.73 - $327.27 $66,895 - $78,544	-240 Reduced 2.65%	8,827 $2.86 Million
Q1 2022 Apr 27, 2022	SELL	$234.69 - $291.66 $15,254 - $18,957	-65 Reduced 0.71%	9,067 $2.6 Million
Q4 2021 Jan 19, 2022	SELL	$224.85 - $279.04 $64,981 - $80,642	-289 Reduced 3.07%	9,132 $2.52 Million
Q3 2021 Nov 17, 2021	SELL	$221.6 - $272.71 $25,484 - $31,361	-115 Reduced 1.21%	9,421 $2.18 Million
Q2 2021 Jul 20, 2021	SELL	$180.55 - $233.54 $45,137 - $58,385	-250 Reduced 2.55%	9,536 $2.19 Million
Q1 2021 May 19, 2021	SELL	$164.32 - $212.72 $27,112 - $35,098	-165 Reduced 1.66%	9,786 $1.83 Million
Q3 2020 Nov 19, 2020	BUY	$146.22 - $169.13 $1.46 Million - $1.68 Million	9,951 New	9,951 $1.47 Million

Others Institutions Holding LLY

# of Institutions

4,004

Shares Held

752M

Call Options Held

8.27M

Put Options Held

10.5M

View Full List

About ELI LILLY & Co

Ticker LLY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 950,174,976
Market Cap $713B
Description
Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...

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Jeppson Wealth Management, LLC Eli Lilly & CO Transaction History