BSW
Buckingham Strategic Wealth’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $18.8M | Buy |
20,767
+104
| +0.5% | +$94.2K | 0.19% | 66 |
|
|
2024
Q1 | $16.1M | Sell |
20,663
-3,305
| -14% | -$2.57M | 0.17% | 72 |
|
|
2023
Q4 | $14M | Sell |
23,968
-988
| -4% | -$576K | 0.17% | 76 |
|
|
2023
Q3 | $13.4M | Buy |
24,956
+171
| +0.7% | +$91.8K | 0.19% | 67 |
|
|
2023
Q2 | $11.6M | Buy |
24,785
+12,187
| +97% | +$5.72M | 0.17% | 75 |
|
|
2023
Q1 | $4.61M | Hold |
12,598
| – | – | 0.08% | 118 |
|
|
2022
Q4 | $4.61M | Sell |
12,598
-1,120
| -8% | -$410K | 0.08% | 118 |
|
|
2022
Q3 | $4.44M | Sell |
13,718
-782
| -5% | -$253K | 0.09% | 112 |
|
|
2022
Q2 | $4.7M | Buy |
14,500
+304
| +2% | +$98.6K | 0.09% | 113 |
|
|
2022
Q1 | $4.07M | Sell |
14,196
-728
| -5% | -$208K | 0.08% | 124 |
|
|
2021
Q4 | $4.12M | Buy |
14,924
+64
| +0.4% | +$17.7K | 0.08% | 117 |
|
|
2021
Q3 | $3.43M | Sell |
14,860
-115
| -0.8% | -$26.6K | 0.07% | 133 |
|
|
2021
Q2 | $3.44M | Sell |
14,975
-656
| -4% | -$151K | 0.08% | 125 |
|
|
2021
Q1 | $2.92M | Buy |
15,631
+81
| +0.5% | +$15.1K | 0.14% | 120 |
|
|
2020
Q4 | $2.63M | Buy |
15,550
+9,172
| +144% | +$1.55M | 0.14% | 125 |
|
|
2020
Q3 | $944K | Buy |
6,378
+342
| +6% | +$50.6K | 0.07% | 186 |
|
|
2020
Q2 | $991K | Sell |
6,036
-2,175
| -26% | -$357K | 0.09% | 153 |
|
|
2020
Q1 | $1.14M | Buy |
8,211
+1,023
| +14% | +$142K | 0.11% | 147 |
|
|
2019
Q4 | $945K | Buy |
7,188
+1,151
| +19% | +$151K | 0.09% | 164 |
|
|
2019
Q3 | $675K | Sell |
6,037
-265
| -4% | -$29.6K | 0.07% | 190 |
|
|
2019
Q2 | $698K | Buy |
6,302
+1,734
| +38% | +$192K | 0.08% | 198 |
|
|
2019
Q1 | $593K | Buy |
4,568
+741
| +19% | +$96.2K | 0.07% | 194 |
|
|
2018
Q4 | $443K | Buy |
3,827
+132
| +4% | +$15.3K | 0.07% | 201 |
|
|
2018
Q3 | $397K | Sell |
3,695
-2,341
| -39% | -$252K | 0.06% | 227 |
|
|
2018
Q2 | $515K | Buy |
6,036
+2,108
| +54% | +$180K | 0.08% | 174 |
|
|
2018
Q1 | $304K | Buy |
3,928
+44
| +1% | +$3.41K | 0.06% | 241 |
|
|
2017
Q4 | $328K | Buy |
3,884
+560
| +17% | +$47.3K | 0.07% | 225 |
|
|
2017
Q3 | $284K | Buy |
3,324
+92
| +3% | +$7.86K | 0.07% | 231 |
|
|
2017
Q2 | $266K | Buy |
3,232
+568
| +21% | +$46.7K | 0.06% | 233 |
|
|
2017
Q1 | $224K | Sell |
2,664
-400
| -13% | -$33.6K | 0.07% | 226 |
|
|
2016
Q4 | $225K | Sell |
3,064
-254
| -8% | -$18.7K | 0.07% | 203 |
|
|
2016
Q3 | $266K | Sell |
3,318
-35
| -1% | -$2.81K | 0.09% | 172 |
|
|
2016
Q2 | $264K | Sell |
3,353
-110
| -3% | -$8.66K | 0.09% | 173 |
|
|
2016
Q1 | $249K | Buy |
+3,463
| New | +$249K | 0.08% | 177 |
|
|
2015
Q4 | – | Sell |
-2,506
| Closed | -$210K | – | 221 |
|
|
2015
Q3 | $210K | Buy |
+2,506
| New | +$210K | 0.07% | 185 |
|