BBWA
Bell & Brown Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81M | Sell |
12,577
-1,070
| -8% | -$835K | 3.51% | 7 |
|
|
2025
Q1 | $11.3M | Sell |
13,647
-1,097
| -7% | -$906K | 4.4% | 3 |
|
|
2024
Q4 | $11.4M | Sell |
14,744
-135
| -0.9% | -$104K | 4.24% | 3 |
|
|
2024
Q3 | $13.2M | Sell |
14,879
-245
| -2% | -$217K | 5.15% | 3 |
|
|
2024
Q2 | $13.7M | Sell |
15,124
-282
| -2% | -$255K | 5.25% | 2 |
|
|
2024
Q1 | $12M | Sell |
15,406
-527
| -3% | -$410K | 5.13% | 1 |
|
|
2023
Q4 | $9.29M | Buy |
+15,933
| New | +$9.29M | 4.31% | 3 |
|
|
2023
Q2 | $7.91M | Sell |
16,858
-531
| -3% | -$249K | 3.96% | 3 |
|
|
2023
Q1 | $5.97M | Sell |
17,389
-355
| -2% | -$122K | 3.18% | 7 |
|
|
2022
Q4 | $6.49M | Sell |
17,744
-1,797
| -9% | -$657K | 3.57% | 4 |
|
|
2022
Q3 | $6.32M | Sell |
19,541
-932
| -5% | -$301K | 3.9% | 3 |
|
|
2022
Q2 | $6.64M | Sell |
20,473
-1,613
| -7% | -$523K | 3.55% | 5 |
|
|
2022
Q1 | $6.33M | Buy |
22,086
+115
| +0.5% | +$32.9K | 2.87% | 7 |
|
|
2021
Q4 | $5.36M | Sell |
21,971
-114
| -0.5% | -$27.8K | 2.59% | 10 |
|
|
2021
Q3 | $5.1M | Buy |
+22,085
| New | +$5.1M | 2.75% | 11 |
|
|
2020
Q3 | $2.93M | Buy |
20,626
+355
| +2% | +$50.5K | 2.12% | 19 |
|
|
2020
Q2 | $3.12M | Sell |
20,271
-314
| -2% | -$48.3K | 2.44% | 14 |
|
|
2020
Q1 | $3.24M | Sell |
20,585
-638
| -3% | -$100K | 3% | 7 |
|
|
2019
Q4 | $2.99M | Sell |
21,223
-860
| -4% | -$121K | 2.23% | 13 |
|
|
2019
Q3 | $2.44M | Buy |
22,083
+2,641
| +14% | +$292K | 2.01% | 17 |
|
|
2019
Q2 | $2.15M | Buy |
19,442
+325
| +2% | +$36K | 1.9% | 18 |
|
|
2019
Q1 | $2.48M | Sell |
19,117
-980
| -5% | -$127K | 2.26% | 10 |
|
|
2018
Q4 | $2.33M | Sell |
20,097
-64
| -0.3% | -$7.41K | 2.49% | 6 |
|
|
2018
Q3 | $2.19M | Buy |
20,161
+66
| +0.3% | +$7.16K | 2.03% | 13 |
|
|
2018
Q2 | $1.72M | Buy |
20,095
+1,383
| +7% | +$118K | 1.69% | 20 |
|
|
2018
Q1 | $1.51M | Sell |
18,712
-358
| -2% | -$28.8K | 1.59% | 22 |
|
|
2017
Q4 | $1.61M | Buy |
+19,070
| New | +$1.61M | 1.67% | 20 |
|