BWA
Blodgett Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Sell |
4,607
-415
| -8% | -$323K | 2.81% | 8 |
|
|
2025
Q1 | $4.15M | Sell |
5,022
-125
| -2% | -$103K | 3.53% | 7 |
|
|
2024
Q4 | $3.97M | Buy |
5,147
+782
| +18% | +$604K | 3.12% | 8 |
|
|
2024
Q3 | $3.87M | Buy |
4,365
+35
| +0.8% | +$31K | 3.25% | 7 |
|
|
2024
Q2 | $3.92M | Buy |
4,330
+2
| +0% | +$1.81K | 3.32% | 7 |
|
|
2024
Q1 | $3.37M | Buy |
4,328
+879
| +25% | +$684K | 3.04% | 7 |
|
|
2023
Q4 | $2.01M | Sell |
3,449
-30
| -0.9% | -$17.5K | 2.05% | 8 |
|
|
2023
Q3 | $1.87M | Sell |
3,479
-105
| -3% | -$56.4K | 2.05% | 9 |
|
|
2023
Q2 | $1.68M | Sell |
3,584
-283
| -7% | -$133K | 1.74% | 14 |
|
|
2023
Q1 | $1.33M | Hold |
3,867
| – | – | 1.54% | 18 |
|
|
2022
Q4 | $1.41M | Hold |
3,867
| – | – | 1.72% | 16 |
|
|
2022
Q3 | $1.25M | Buy |
3,867
+250
| +7% | +$80.8K | 1.5% | 18 |
|
|
2022
Q2 | $1.17M | Sell |
3,617
-800
| -18% | -$259K | 1.29% | 21 |
|
|
2022
Q1 | $1.27M | Buy |
4,417
+180
| +4% | +$51.6K | 1.05% | 24 |
|
|
2021
Q4 | $1.17M | Buy |
+4,237
| New | +$1.17M | 0.91% | 27 |
|