CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
392
-10
| -2% | -$7.6K | 0.11% | 110 |
|
|
2025
Q1 | $295K | Hold |
402
| – | – | 0.12% | 110 |
|
|
2024
Q4 | $339K | Hold |
402
| – | – | 0.13% | 108 |
|
|
2024
Q3 | $324K | Hold |
402
| – | – | 0.12% | 110 |
|
|
2024
Q2 | $318K | Hold |
402
| – | – | 0.12% | 110 |
|
|
2024
Q1 | $291K | Buy |
402
+5
| +1% | +$3.62K | 0.12% | 107 |
|
|
2023
Q4 | $252K | Hold |
397
| – | – | 0.11% | 117 |
|
|
2023
Q3 | $233K | Sell |
397
-258
| -39% | -$151K | 0.11% | 116 |
|
|
2023
Q2 | $294K | Sell |
655
-180
| -22% | -$80.9K | 0.13% | 109 |
|
|
2023
Q1 | $364K | Sell |
835
-150
| -15% | -$65.4K | 0.17% | 100 |
|
|
2022
Q4 | $337K | Sell |
985
-100
| -9% | -$34.2K | 0.15% | 103 |
|
|
2022
Q3 | $370K | Hold |
1,085
| – | – | 0.17% | 101 |
|
|
2022
Q2 | $359K | Sell |
1,085
-30
| -3% | -$9.93K | 0.16% | 102 |
|
|
2022
Q1 | $348K | Hold |
1,115
| – | – | 0.14% | 105 |
|
|
2021
Q4 | $267K | Hold |
1,115
| – | – | 0.11% | 119 |
|
|
2021
Q3 | $290K | Sell |
1,115
-120
| -10% | -$31.2K | 0.12% | 124 |
|
|
2021
Q2 | $287K | Buy |
1,235
+50
| +4% | +$11.6K | 0.12% | 117 |
|
|
2021
Q1 | $216K | Buy |
+1,185
| New | +$216K | 0.1% | 123 |
|