BSW Wealth Partners’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
3,479
-111
| -3% | -$86.5K | 0.37% | 40 |
|
|
2025
Q1 | $2.97M | Sell |
3,590
-41
| -1% | -$33.9K | 0.45% | 36 |
|
|
2024
Q4 | $2.8M | Buy |
3,631
+395
| +12% | +$305K | 0.41% | 38 |
|
|
2024
Q3 | $2.87M | Buy |
3,236
+134
| +4% | +$119K | 0.43% | 33 |
|
|
2024
Q2 | $2.81M | Buy |
3,102
+24
| +0.8% | +$21.7K | 0.46% | 36 |
|
|
2024
Q1 | $2.39M | Sell |
3,078
-91
| -3% | -$70.8K | 0.41% | 40 |
|
|
2023
Q4 | $1.85M | Buy |
3,169
+2
| +0.1% | +$1.17K | 0.37% | 37 |
|
|
2023
Q3 | $1.7M | Buy |
3,167
+371
| +13% | +$199K | 0.38% | 38 |
|
|
2023
Q2 | $1.31M | Buy |
2,796
+40
| +1% | +$18.8K | 0.27% | 47 |
|
|
2023
Q1 | $947K | Sell |
2,756
-14
| -0.5% | -$4.81K | 0.19% | 70 |
|
|
2022
Q4 | $1.01M | Buy |
2,770
+67
| +2% | +$24.5K | 0.22% | 69 |
|
|
2022
Q3 | $874K | Buy |
2,703
+20
| +0.7% | +$6.47K | 0.21% | 60 |
|
|
2022
Q2 | $870K | Buy |
2,683
+239
| +10% | +$77.5K | 0.21% | 66 |
|
|
2022
Q1 | $700K | Sell |
2,444
-95
| -4% | -$27.2K | 0.18% | 91 |
|
|
2021
Q4 | $701K | Buy |
2,539
+225
| +10% | +$62.1K | 0.18% | 83 |
|
|
2021
Q3 | $535K | Sell |
2,314
-655
| -22% | -$151K | 0.15% | 101 |
|
|
2021
Q2 | $681K | Buy |
2,969
+35
| +1% | +$8.03K | 0.19% | 72 |
|
|
2021
Q1 | $548K | Sell |
2,934
-4,078
| -58% | -$762K | 0.16% | 85 |
|
|
2020
Q4 | $1.18M | Buy |
7,012
+1,019
| +17% | +$172K | 0.36% | 33 |
|
|
2020
Q3 | $887K | Sell |
5,993
-132
| -2% | -$19.5K | 0.33% | 34 |
|
|
2020
Q2 | $1.01M | Buy |
6,125
+280
| +5% | +$46K | 0.34% | 36 |
|
|
2020
Q1 | $811K | Buy |
5,845
+72
| +1% | +$9.99K | 0.34% | 39 |
|
|
2019
Q4 | $759K | Buy |
5,773
+151
| +3% | +$19.9K | 0.26% | 44 |
|
|
2019
Q3 | $629K | Buy |
5,622
+61
| +1% | +$6.83K | 0.24% | 40 |
|
|
2019
Q2 | $616K | Buy |
5,561
+722
| +15% | +$80K | 0.23% | 44 |
|
|
2019
Q1 | $628K | Buy |
4,839
+14
| +0.3% | +$1.82K | 0.25% | 42 |
|
|
2018
Q4 | $558K | Hold |
4,825
| – | – | 0.21% | 48 |
|
|
2018
Q3 | $518K | Hold |
4,825
| – | – | 0.2% | 45 |
|
|
2018
Q2 | $412K | Sell |
4,825
-38
| -0.8% | -$3.25K | 0.18% | 47 |
|
|
2018
Q1 | $376K | Hold |
4,863
| – | – | 0.17% | 49 |
|
|
2017
Q4 | $411K | Buy |
4,863
+26
| +0.5% | +$2.2K | 0.17% | 48 |
|
|
2017
Q3 | $414K | Buy |
4,837
+63
| +1% | +$5.39K | 0.18% | 45 |
|
|
2017
Q2 | $393K | Buy |
4,774
+27
| +0.6% | +$2.22K | 0.18% | 46 |
|
|
2017
Q1 | $399K | Sell |
4,747
-224
| -5% | -$18.8K | 0.2% | 42 |
|
|
2016
Q4 | $366K | Buy |
4,971
+4,587
| +1,195% | +$338K | 0.19% | 49 |
|
|
2016
Q3 | $4.78K | Sell |
384
-4,604
| -92% | -$57.3K | 0.17% | 52 |
|
|
2016
Q2 | $393K | Buy |
+4,988
| New | +$393K | 0.22% | 44 |
|