AWE
Avidian Wealth Enterprises’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
4,806
-360
| -7% | -$281K | 0.15% | 88 |
|
|
2025
Q1 | $4.27M | Buy |
5,166
+243
| +5% | +$201K | 0.19% | 76 |
|
|
2024
Q4 | $3.8M | Buy |
4,923
+536
| +12% | +$414K | 0.17% | 83 |
|
|
2024
Q3 | $3.89M | Buy |
4,387
+163
| +4% | +$144K | 0.18% | 80 |
|
|
2024
Q2 | $3.82M | Buy |
4,224
+616
| +17% | +$558K | 0.16% | 80 |
|
|
2024
Q1 | $2.81M | Buy |
3,608
+664
| +23% | +$517K | 0.14% | 84 |
|
|
2023
Q4 | $1.72M | Buy |
2,944
+116
| +4% | +$67.6K | 0.11% | 117 |
|
|
2023
Q3 | $1.52M | Sell |
2,828
-188
| -6% | -$101K | 0.11% | 120 |
|
|
2023
Q2 | $1.41M | Sell |
3,016
-4,613
| -60% | -$2.16M | 0.09% | 143 |
|
|
2023
Q1 | $2.62M | Sell |
7,629
-187
| -2% | -$64.2K | 0.14% | 120 |
|
|
2022
Q4 | $2.86M | Buy |
7,816
+462
| +6% | +$169K | 0.19% | 99 |
|
|
2022
Q3 | $2.38M | Buy |
7,354
+30
| +0.4% | +$9.7K | 0.17% | 82 |
|
|
2022
Q2 | $2.38M | Buy |
7,324
+1,029
| +16% | +$334K | 0.17% | 95 |
|
|
2022
Q1 | $1.8M | Sell |
6,295
-49
| -0.8% | -$14K | 0.11% | 122 |
|
|
2021
Q4 | $1.75M | Buy |
6,344
+2,403
| +61% | +$664K | 0.11% | 125 |
|
|
2021
Q3 | $911K | Buy |
3,941
+395
| +11% | +$91.3K | 0.07% | 138 |
|
|
2021
Q2 | $814K | Buy |
3,546
+79
| +2% | +$18.1K | 0.06% | 148 |
|
|
2021
Q1 | $648K | Buy |
3,467
+51
| +1% | +$9.53K | 0.06% | 167 |
|
|
2020
Q4 | $577K | Buy |
3,416
+346
| +11% | +$58.4K | 0.05% | 161 |
|
|
2020
Q3 | $454K | Buy |
3,070
+49
| +2% | +$7.25K | 0.05% | 170 |
|
|
2020
Q2 | $496K | Buy |
3,021
+90
| +3% | +$14.8K | 0.07% | 138 |
|
|
2020
Q1 | $407K | Sell |
2,931
-152
| -5% | -$21.1K | 0.07% | 122 |
|
|
2019
Q4 | $405K | Buy |
3,083
+965
| +46% | +$127K | 0.06% | 139 |
|
|
2019
Q3 | $237K | Buy |
2,118
+217
| +11% | +$24.3K | 0.04% | 170 |
|
|
2019
Q2 | $211K | Buy |
1,901
+249
| +15% | +$27.6K | 0.05% | 137 |
|
|
2019
Q1 | $214K | Buy |
+1,652
| New | +$214K | 0.05% | 122 |
|
|
2018
Q3 | – | Sell |
-2,400
| Closed | -$205K | – | 115 |
|
|
2018
Q2 | $205K | Buy |
+2,400
| New | +$205K | 0.06% | 93 |
|
|
2018
Q1 | – | Sell |
-2,400
| Closed | -$203 | – | 109 |
|
|
2017
Q4 | $203 | Hold |
2,400
| – | – | 0.05% | 98 |
|
|
2017
Q3 | $205K | Buy |
+2,400
| New | +$205K | 0.08% | 85 |
|
|
2017
Q2 | – | Sell |
-2,400
| Closed | -$202K | – | 94 |
|
|
2017
Q1 | $202K | Buy |
+2,400
| New | +$202K | 0.08% | 79 |
|