AWM
Affinity Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
13,029
+206
| +2% | +$161K | 1.62% | 18 |
|
|
2025
Q1 | $10.6M | Buy |
12,823
+54
| +0.4% | +$44.6K | 1.96% | 15 |
|
|
2024
Q4 | $9.86M | Buy |
12,769
+95
| +0.7% | +$73.3K | 1.75% | 17 |
|
|
2024
Q3 | $11.2M | Sell |
12,674
-124
| -1% | -$110K | 1.99% | 15 |
|
|
2024
Q2 | $11.6M | Sell |
12,798
-332
| -3% | -$301K | 2.11% | 16 |
|
|
2024
Q1 | $10.2M | Sell |
13,130
-91
| -0.7% | -$70.8K | 1.89% | 17 |
|
|
2023
Q4 | $7.71M | Buy |
13,221
+305
| +2% | +$178K | 1.58% | 18 |
|
|
2023
Q3 | $6.94M | Buy |
12,916
+228
| +2% | +$122K | 1.6% | 21 |
|
|
2023
Q2 | $5.95M | Buy |
12,688
+97
| +0.8% | +$45.5K | 1.36% | 23 |
|
|
2023
Q1 | $4.32M | Buy |
12,591
+322
| +3% | +$111K | 1.02% | 32 |
|
|
2022
Q4 | $4.49M | Buy |
12,269
+324
| +3% | +$119K | 1.06% | 22 |
|
|
2022
Q3 | $3.86M | Buy |
11,945
+97
| +0.8% | +$31.4K | 0.96% | 24 |
|
|
2022
Q2 | $3.93M | Buy |
+11,848
| New | +$3.93M | 0.91% | 24 |
|
|
2020
Q3 | – | Sell |
-1,442
| Closed | -$217K | – | 81 |
|
|
2020
Q2 | $217K | Buy |
+1,442
| New | +$217K | 0.27% | 44 |
|
|
2019
Q3 | – | Sell |
-2,462
| Closed | -$273K | – | 104 |
|
|
2019
Q2 | $273K | Buy |
2,462
+164
| +7% | +$18.2K | 0.11% | 82 |
|
|
2019
Q1 | $298K | Buy |
+2,298
| New | +$298K | 0.12% | 82 |
|