AWM
Accurate Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
4,572
+299
| +7% | +$236K | 0.55% | 33 |
|
|
2025
Q1 | $3.13M | Buy |
4,273
+93
| +2% | +$68.1K | 0.6% | 38 |
|
|
2024
Q4 | $3.34M | Buy |
4,180
+114
| +3% | +$91.2K | 0.64% | 29 |
|
|
2024
Q3 | $3.71M | Buy |
4,066
+1,071
| +36% | +$978K | 0.75% | 27 |
|
|
2024
Q2 | $2.85M | Buy |
2,995
+250
| +9% | +$238K | 0.68% | 41 |
|
|
2024
Q1 | $1.99M | Sell |
2,745
-93
| -3% | -$67.5K | 0.58% | 54 |
|
|
2023
Q4 | $1.8M | Sell |
2,838
-166
| -6% | -$106K | 0.56% | 53 |
|
|
2023
Q3 | $1.83M | Buy |
3,004
+398
| +15% | +$242K | 0.57% | 51 |
|
|
2023
Q2 | $1.17M | Buy |
2,606
+337
| +15% | +$151K | 0.37% | 64 |
|
|
2023
Q1 | $833K | Sell |
2,269
-22
| -1% | -$8.08K | 0.29% | 83 |
|
|
2022
Q4 | $808K | Sell |
2,291
-459
| -17% | -$162K | 0.3% | 70 |
|
|
2022
Q3 | $912K | Buy |
2,750
+1,583
| +136% | +$525K | 0.38% | 57 |
|
|
2022
Q2 | $381K | Sell |
1,167
-55
| -5% | -$18K | 0.21% | 97 |
|
|
2022
Q1 | $350K | Buy |
1,222
+133
| +12% | +$38.1K | 0.16% | 113 |
|
|
2021
Q4 | $279K | Buy |
1,089
+62
| +6% | +$15.9K | 0.23% | 111 |
|
|
2021
Q3 | $239K | Buy |
1,027
+29
| +3% | +$6.75K | 0.21% | 120 |
|
|
2021
Q2 | $229K | Buy |
+998
| New | +$229K | 0.2% | 119 |
|