CWM
Cahaba Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
1,348
-63
| -4% | -$49.1K | 0.08% | 52 |
|
|
2025
Q1 | $1.17M | Buy |
1,411
+27
| +2% | +$22.3K | 0.1% | 46 |
|
|
2024
Q4 | $1.07M | Buy |
1,384
+1
| +0.1% | +$772 | 0.09% | 48 |
|
|
2024
Q3 | $1.23M | Buy |
1,383
+7
| +0.5% | +$6.2K | 0.1% | 45 |
|
|
2024
Q2 | $1.25M | Sell |
1,376
-153
| -10% | -$139K | 0.11% | 41 |
|
|
2024
Q1 | $1.19M | Sell |
1,529
-7
| -0.5% | -$5.45K | 0.11% | 42 |
|
|
2023
Q4 | $895K | Buy |
1,536
+24
| +2% | +$14K | 0.09% | 53 |
|
|
2023
Q3 | $812K | Sell |
1,512
-204
| -12% | -$110K | 0.09% | 53 |
|
|
2023
Q2 | $805K | Sell |
1,716
-98
| -5% | -$46K | 0.09% | 53 |
|
|
2023
Q1 | $623K | Sell |
1,814
-28
| -2% | -$9.62K | 0.07% | 67 |
|
|
2022
Q4 | $674K | Sell |
1,842
-6
| -0.3% | -$2.2K | 0.08% | 61 |
|
|
2022
Q3 | $597K | Sell |
1,848
-97
| -5% | -$31.3K | 0.08% | 63 |
|
|
2022
Q2 | $630K | Buy |
1,945
+31
| +2% | +$10K | 0.09% | 61 |
|
|
2022
Q1 | $559K | Buy |
1,914
+296
| +18% | +$86.4K | 0.08% | 70 |
|
|
2021
Q4 | $447K | Sell |
1,618
-136
| -8% | -$37.6K | 0.06% | 88 |
|
|
2021
Q3 | $405K | Buy |
1,754
+492
| +39% | +$114K | 0.06% | 92 |
|
|
2021
Q2 | $307K | Sell |
1,262
-234
| -16% | -$56.9K | 0.05% | 65 |
|
|
2021
Q1 | $279K | Buy |
1,496
+79
| +6% | +$14.7K | 0.04% | 68 |
|
|
2020
Q4 | $292K | Buy |
+1,417
| New | +$292K | 0.05% | 76 |
|
|
2020
Q3 | – | Sell |
-1,339
| Closed | -$216K | – | 82 |
|
|
2020
Q2 | $216K | Buy |
+1,339
| New | +$216K | 0.04% | 73 |
|