BTWM
Baker Tilly Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
1,462
+15
| +1% | +$11.7K | 0.41% | 49 |
|
|
2025
Q1 | $1.2M | Buy |
1,447
+80
| +6% | +$66.1K | 0.47% | 46 |
|
|
2024
Q4 | $1.06M | Buy |
1,367
+236
| +21% | +$182K | 0.41% | 48 |
|
|
2024
Q3 | $1M | Sell |
1,131
-275
| -20% | -$244K | 0.44% | 53 |
|
|
2024
Q2 | $1.27M | Sell |
1,406
-2,217
| -61% | -$2.01M | 0.52% | 34 |
|
|
2024
Q1 | $2.82M | Sell |
3,623
-517
| -12% | -$402K | 0.51% | 43 |
|
|
2023
Q4 | $2.41M | Sell |
4,140
-39
| -0.9% | -$22.7K | 0.4% | 52 |
|
|
2023
Q3 | $2.24M | Sell |
4,179
-102
| -2% | -$54.8K | 0.37% | 57 |
|
|
2023
Q2 | $2.01M | Sell |
4,281
-250
| -6% | -$117K | 0.21% | 100 |
|
|
2023
Q1 | $1.56M | Buy |
4,531
+1,490
| +49% | +$512K | 0.17% | 127 |
|
|
2022
Q4 | $1.11M | Sell |
3,041
-102
| -3% | -$37.3K | 0.14% | 170 |
|
|
2022
Q3 | $1.02M | Sell |
3,143
-931
| -23% | -$301K | 0.14% | 158 |
|
|
2022
Q2 | $1.32M | Sell |
4,074
-2
| -0% | -$649 | 0.17% | 127 |
|
|
2022
Q1 | $1.17M | Sell |
4,076
-502
| -11% | -$144K | 0.13% | 164 |
|
|
2021
Q4 | $1.27M | Buy |
4,578
+116
| +3% | +$32.1K | 0.14% | 158 |
|
|
2021
Q3 | $1.03M | Buy |
4,462
+2
| +0% | +$462 | 0.14% | 158 |
|
|
2021
Q2 | $1.02M | Buy |
4,460
+44
| +1% | +$10.1K | 0.17% | 140 |
|
|
2021
Q1 | $825K | Sell |
4,416
-227
| -5% | -$42.4K | 0.17% | 152 |
|
|
2020
Q4 | $784K | Buy |
+4,643
| New | +$784K | 0.24% | 103 |
|