Axxcess Wealth Management’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.2M Buy
20,735
+238
+1% +$186K 0.38% 51
2025
Q1
$16.9M Sell
20,497
-3,454
-14% -$2.85M 0.45% 48
2024
Q4
$18.5M Buy
23,951
+1,171
+5% +$904K 0.44% 45
2024
Q3
$20.2M Buy
22,780
+916
+4% +$812K 0.5% 41
2024
Q2
$19.8M Sell
21,864
-2,794
-11% -$2.53M 0.52% 40
2024
Q1
$19.2M Buy
24,658
+981
+4% +$763K 0.53% 35
2023
Q4
$13.8M Buy
23,677
+2,761
+13% +$1.61M 0.4% 50
2023
Q3
$11.2M Buy
20,916
+11,279
+117% +$6.06M 0.38% 57
2023
Q2
$4.52M Sell
9,637
-4,124
-30% -$1.93M 0.33% 71
2023
Q1
$4.73M Sell
13,761
-6,613
-32% -$2.27M 0.36% 63
2022
Q4
$7.45M Buy
20,374
+43
+0.2% +$15.7K 0.61% 33
2022
Q3
$6.57M Buy
20,331
+9,300
+84% +$3.01M 0.62% 28
2022
Q2
$3.58M Buy
11,031
+2,707
+33% +$878K 0.33% 65
2022
Q1
$2.38M Buy
8,324
+1,283
+18% +$367K 0.19% 105
2021
Q4
$1.95M Buy
+7,041
New +$1.95M 0.14% 122