BWA
Burt Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
2,356
-57
| -2% | -$44.4K | 0.42% | 31 |
|
|
2025
Q1 | $1.99M | Buy |
2,413
+227
| +10% | +$187K | 0.5% | 29 |
|
|
2024
Q4 | $1.69M | Sell |
2,186
-308
| -12% | -$238K | 0.43% | 29 |
|
|
2024
Q3 | $2.21M | Sell |
2,494
-10
| -0.4% | -$8.86K | 0.54% | 25 |
|
|
2024
Q2 | $2.27M | Sell |
2,504
-141
| -5% | -$128K | 0.6% | 25 |
|
|
2024
Q1 | $2.06M | Buy |
2,645
+226
| +9% | +$176K | 0.52% | 27 |
|
|
2023
Q4 | $1.41M | Sell |
2,419
-35
| -1% | -$20.4K | 0.4% | 29 |
|
|
2023
Q3 | $1.32M | Sell |
2,454
-187
| -7% | -$100K | 0.4% | 29 |
|
|
2023
Q2 | $1.24M | Sell |
2,641
-13
| -0.5% | -$6.1K | 0.37% | 29 |
|
|
2023
Q1 | $911K | Buy |
2,654
+3
| +0.1% | +$1.03K | 0.28% | 32 |
|
|
2022
Q4 | $970K | Sell |
2,651
-33
| -1% | -$12.1K | 0.32% | 30 |
|
|
2022
Q3 | $868K | Sell |
2,684
-429
| -14% | -$139K | 0.35% | 20 |
|
|
2022
Q2 | $1.01M | Hold |
3,113
| – | – | 0.35% | 23 |
|
|
2022
Q1 | $891K | Hold |
3,113
| – | – | 0.27% | 33 |
|
|
2021
Q4 | $860K | Hold |
3,113
| – | – | 0.28% | 30 |
|
|
2021
Q3 | $719K | Sell |
3,113
-347
| -10% | -$80.1K | 0.23% | 39 |
|
|
2021
Q2 | $794K | Buy |
3,460
+10
| +0.3% | +$2.3K | 0.29% | 30 |
|
|
2021
Q1 | $645K | Hold |
3,450
| – | – | 0.24% | 36 |
|
|
2020
Q4 | $582K | Sell |
3,450
-30
| -0.9% | -$5.06K | 0.2% | 39 |
|
|
2020
Q3 | $515K | Hold |
3,480
| – | – | 0.19% | 41 |
|
|
2020
Q2 | $571K | Sell |
3,480
-75
| -2% | -$12.3K | 0.23% | 31 |
|
|
2020
Q1 | $493K | Sell |
3,555
-75
| -2% | -$10.4K | 0.22% | 36 |
|
|
2019
Q4 | $477K | Sell |
3,630
-50
| -1% | -$6.57K | 0.19% | 43 |
|
|
2019
Q3 | $412K | Hold |
3,680
| – | – | 0.17% | 47 |
|
|
2019
Q2 | $408K | Hold |
3,680
| – | – | 0.18% | 46 |
|
|
2019
Q1 | $478K | Hold |
3,680
| – | – | 0.22% | 39 |
|
|
2018
Q4 | $426K | Sell |
3,680
-50
| -1% | -$5.79K | 0.2% | 50 |
|
|
2018
Q3 | $400K | Sell |
3,730
-250
| -6% | -$26.8K | 0.18% | 46 |
|
|
2018
Q2 | $340K | Sell |
3,980
-150
| -4% | -$12.8K | 0.16% | 51 |
|
|
2018
Q1 | $320K | Hold |
4,130
| – | – | 0.16% | 53 |
|
|
2017
Q4 | $349K | Sell |
4,130
-200
| -5% | -$16.9K | 0.22% | 49 |
|
|
2017
Q3 | $370K | Hold |
4,330
| – | – | 0.24% | 45 |
|
|
2017
Q2 | $356K | Hold |
4,330
| – | – | 0.25% | 42 |
|
|
2017
Q1 | $364K | Hold |
4,330
| – | – | 0.26% | 42 |
|
|
2016
Q4 | $318K | Sell |
4,330
-100
| -2% | -$7.34K | 0.28% | 51 |
|
|
2016
Q3 | $355K | Hold |
4,430
| – | – | 0.38% | 36 |
|
|
2016
Q2 | $348K | Hold |
4,430
| – | – | 0.39% | 35 |
|
|
2016
Q1 | $319K | Hold |
4,430
| – | – | 0.29% | 41 |
|
|
2015
Q4 | $373K | Sell |
4,430
-55
| -1% | -$4.63K | 0.3% | 38 |
|
|
2015
Q3 | $375K | Sell |
4,485
-185
| -4% | -$15.5K | 0.47% | 29 |
|
|
2015
Q2 | $389K | Sell |
4,670
-275
| -6% | -$22.9K | 0.42% | 37 |
|
|
2015
Q1 | $359K | Buy |
4,945
+275
| +6% | +$20K | 0.37% | 30 |
|
|
2014
Q4 | $322K | Buy |
+4,670
| New | +$322K | 0.34% | 41 |
|