A detailed history of Monterey Private Wealth, Inc. transactions in Eli Lilly & CO stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 1,170 shares of LLY stock, worth $881,489. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,170
Previous 1,233 5.11%
Holding current value
$881,489
Previous $1.12 Million 7.17%
% of portfolio
0.35%
Previous 0.42%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

SELL
$772.14 - $960.02 $48,644 - $60,481
-63 Reduced 5.11%
1,170 $1.04 Million
Q2 2024

Jul 08, 2024

SELL
$724.87 - $909.04 $73,211 - $91,813
-101 Reduced 7.57%
1,233 $1.12 Million
Q1 2024

Apr 09, 2024

SELL
$592.2 - $792.28 $5,922 - $7,922
-10 Reduced 0.74%
1,334 $1.04 Million
Q4 2023

Jan 12, 2024

BUY
$525.19 - $619.13 $11,554 - $13,620
22 Added 1.66%
1,344 $783,000
Q2 2023

Jul 11, 2023

SELL
$350.74 - $468.98 $244,816 - $327,348
-698 Reduced 34.55%
1,322 $619,000
Q1 2023

Apr 06, 2023

SELL
$310.63 - $364.82 $198,803 - $233,484
-640 Reduced 24.06%
2,020 $693,000
Q4 2022

Jan 20, 2023

BUY
$321.55 - $374.67 $964 - $1,124
3 Added 0.11%
2,660 $0
Q2 2022

Jul 13, 2022

BUY
$278.73 - $327.27 $16,723 - $19,636
60 Added 2.31%
2,657 $861,000
Q1 2022

Apr 08, 2022

BUY
$234.69 - $291.66 $4,928 - $6,124
21 Added 0.82%
2,597 $753,000
Q3 2021

Oct 08, 2021

SELL
$221.6 - $272.71 $18,836 - $23,180
-85 Reduced 3.19%
2,576 $595,000
Q1 2020

Feb 24, 2021

SELL
$119.05 - $147.35 $18,928 - $23,428
-159 Reduced 5.64%
2,661 $369,000
Q4 2019

Feb 24, 2021

BUY
$106.92 - $132.43 $301,514 - $373,452
2,820 New
2,820 $371,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $716B
  • 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...
More about LLY
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