BWM
Baystate Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.11M | Buy |
1,898
+945
| +99% | +$551K | 0.08% | 86 |
|
|
2023
Q3 | $512K | Buy |
953
+197
| +26% | +$106K | 0.04% | 131 |
|
|
2023
Q2 | $355K | Buy |
756
+282
| +59% | +$132K | 0.03% | 153 |
|
|
2023
Q1 | $163K | Buy |
474
+8
| +2% | +$2.75K | 0.01% | 200 |
|
|
2022
Q4 | $171K | Buy |
466
+1
| +0.2% | +$367 | 0.02% | 197 |
|
|
2022
Q3 | $150K | Buy |
465
+2
| +0.4% | +$645 | 0.02% | 196 |
|
|
2022
Q2 | $150K | Buy |
463
+1
| +0.2% | +$324 | 0.01% | 199 |
|
|
2022
Q1 | $132K | Buy |
462
+2
| +0.4% | +$571 | 0.01% | 212 |
|
|
2021
Q4 | $127K | Sell |
460
-5
| -1% | -$1.38K | 0.01% | 220 |
|
|
2021
Q3 | $108K | Buy |
465
+8
| +2% | +$1.86K | 0.01% | 208 |
|
|
2021
Q2 | $105K | Buy |
457
+39
| +9% | +$8.96K | 0.01% | 203 |
|
|
2021
Q1 | $78K | Buy |
418
+2
| +0.5% | +$373 | 0.01% | 218 |
|
|
2020
Q4 | $70K | Buy |
416
+1
| +0.2% | +$168 | 0.01% | 216 |
|
|
2020
Q3 | $61K | Buy |
415
+3
| +0.7% | +$441 | 0.01% | 201 |
|
|
2020
Q2 | $68K | Buy |
412
+250
| +154% | +$41.3K | 0.01% | 196 |
|
|
2020
Q1 | $22K | Buy |
162
+1
| +0.6% | +$136 | ﹤0.01% | 272 |
|
|
2019
Q4 | $21K | Buy |
161
+47
| +41% | +$6.13K | ﹤0.01% | 317 |
|
|
2019
Q3 | $13K | Buy |
114
+65
| +133% | +$7.41K | ﹤0.01% | 336 |
|
|
2019
Q2 | $6K | Sell |
49
-57
| -54% | -$6.98K | ﹤0.01% | 409 |
|
|
2019
Q1 | $13K | Buy |
106
+32
| +43% | +$3.93K | ﹤0.01% | 354 |
|
|
2018
Q4 | $9K | Sell |
74
-27
| -27% | -$3.28K | ﹤0.01% | 386 |
|
|
2018
Q3 | $11K | Hold |
101
| – | – | ﹤0.01% | 368 |
|
|
2018
Q2 | $9K | Sell |
101
-75
| -43% | -$6.68K | ﹤0.01% | 388 |
|
|
2018
Q1 | $14K | Sell |
176
-1,394
| -89% | -$111K | ﹤0.01% | 327 |
|
|
2017
Q4 | $134K | Sell |
1,570
-69
| -4% | -$5.89K | 0.02% | 107 |
|
|
2017
Q3 | $143K | Sell |
1,639
-7
| -0.4% | -$611 | 0.02% | 96 |
|
|
2017
Q2 | $138K | Sell |
1,646
-38
| -2% | -$3.19K | 0.02% | 96 |
|
|
2017
Q1 | $145K | Sell |
1,684
-54
| -3% | -$4.65K | 0.03% | 98 |
|
|
2016
Q4 | $130K | Buy |
+1,738
| New | +$130K | 0.03% | 92 |
|