BWM
BCS Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
5,091
+183
| +4% | +$143K | 0.85% | 32 |
|
|
2025
Q1 | $4.05M | Sell |
4,908
-167
| -3% | -$138K | 1.04% | 27 |
|
|
2024
Q4 | $3.92M | Buy |
+5,075
| New | +$3.92M | 0.97% | 30 |
|
|
2024
Q2 | – | Sell |
-4,470
| Closed | -$3.48M | – | 188 |
|
|
2024
Q1 | $3.48M | Buy |
4,470
+513
| +13% | +$399K | 1.12% | 19 |
|
|
2023
Q4 | $2.31M | Hold |
3,957
| – | – | 0.85% | 30 |
|
|
2023
Q3 | $2.13M | Buy |
+3,957
| New | +$2.13M | 0.88% | 29 |
|
|
2023
Q2 | – | Sell |
-3,898
| Closed | -$1.34M | – | 141 |
|
|
2023
Q1 | $1.34M | Sell |
3,898
-28
| -0.7% | -$9.62K | 0.61% | 40 |
|
|
2022
Q4 | $1.44M | Hold |
3,926
| – | – | 0.6% | 44 |
|
|
2022
Q3 | $1.27M | Sell |
3,926
-60
| -2% | -$19.4K | 0.6% | 44 |
|
|
2022
Q2 | $1.29M | Buy |
3,986
+59
| +2% | +$19.1K | 0.57% | 43 |
|
|
2022
Q1 | $1.13M | Sell |
3,927
-1,947
| -33% | -$558K | 0.47% | 49 |
|
|
2021
Q4 | $1.62M | Buy |
5,874
+926
| +19% | +$256K | 0.58% | 43 |
|
|
2021
Q3 | $1.14M | Buy |
4,948
+7
| +0.1% | +$1.62K | 0.49% | 49 |
|
|
2021
Q2 | $1.13M | Buy |
4,941
+4
| +0.1% | +$918 | 0.6% | 39 |
|
|
2021
Q1 | $922K | Buy |
4,937
+4
| +0.1% | +$747 | 0.44% | 48 |
|
|
2020
Q4 | $833K | Buy |
4,933
+30
| +0.6% | +$5.07K | 0.43% | 54 |
|
|
2020
Q3 | $726K | Buy |
4,903
+5
| +0.1% | +$740 | 0.41% | 51 |
|
|
2020
Q2 | $804K | Hold |
4,898
| – | – | 0.48% | 47 |
|
|
2020
Q1 | $679K | Buy |
+4,898
| New | +$679K | 0.48% | 45 |
|