Carson Wealth (CWM LLC)’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.2M | Sell |
88,743
-10,890
| -11% | -$8.49M | 0.24% | 81 |
|
|
2025
Q1 | $82.3M | Buy |
99,633
+4,915
| +5% | +$4.06M | 0.33% | 63 |
|
|
2024
Q4 | $73.1M | Buy |
94,718
+19,629
| +26% | +$15.2M | 0.3% | 62 |
|
|
2024
Q3 | $66.5M | Buy |
75,089
+2,389
| +3% | +$2.12M | 0.29% | 65 |
|
|
2024
Q2 | $65.8M | Buy |
72,700
+3,838
| +6% | +$3.47M | 0.31% | 58 |
|
|
2024
Q1 | $53.6M | Buy |
68,862
+5,041
| +8% | +$3.92M | 0.26% | 72 |
|
|
2023
Q4 | $37.2M | Sell |
63,821
-48,011
| -43% | -$28M | 0.2% | 97 |
|
|
2023
Q3 | $60.1M | Sell |
111,832
-33,938
| -23% | -$18.2M | 0.37% | 53 |
|
|
2023
Q2 | $68.4M | Sell |
145,770
-13,380
| -8% | -$6.27M | 0.42% | 44 |
|
|
2023
Q1 | $54.7M | Sell |
159,150
-19,504
| -11% | -$6.7M | 0.37% | 50 |
|
|
2022
Q4 | $65.4M | Sell |
178,654
-19,943
| -10% | -$7.3M | 0.48% | 42 |
|
|
2022
Q3 | $64.2M | Sell |
198,597
-6,484
| -3% | -$2.1M | 0.51% | 41 |
|
|
2022
Q2 | $66.5M | Sell |
205,081
-12,230
| -6% | -$3.97M | 0.52% | 37 |
|
|
2022
Q1 | $62.2M | Buy |
217,311
+67,588
| +45% | +$19.4M | 0.44% | 41 |
|
|
2021
Q4 | $41.4M | Buy |
+149,723
| New | +$41.4M | 0.29% | 61 |
|
|
2021
Q2 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2021
Q1 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2020
Q4 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2020
Q3 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2020
Q2 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2020
Q1 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2019
Q4 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2019
Q3 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2019
Q2 | $37.1M | Hold |
161,834
| – | – | 0.3% | 54 |
|
|
2019
Q1 | $37.1M | Buy |
161,834
+126,805
| +362% | +$29.1M | 0.3% | 54 |
|
|
2018
Q4 | $4.05M | Buy |
35,029
+26,955
| +334% | +$3.12M | 0.1% | 175 |
|
|
2018
Q3 | $866K | Buy |
8,074
+6,904
| +590% | +$741K | 0.02% | 328 |
|
|
2018
Q2 | $100K | Buy |
1,170
+51
| +5% | +$4.36K | ﹤0.01% | 517 |
|
|
2018
Q1 | $87K | Sell |
1,119
-129
| -10% | -$10K | ﹤0.01% | 467 |
|
|
2017
Q4 | $105K | Buy |
1,248
+36
| +3% | +$3.03K | ﹤0.01% | 419 |
|
|
2017
Q3 | $104K | Buy |
1,212
+293
| +32% | +$25.1K | ﹤0.01% | 410 |
|
|
2017
Q2 | $76K | Sell |
919
-160
| -15% | -$13.2K | ﹤0.01% | 416 |
|
|
2017
Q1 | $91K | Buy |
1,079
+186
| +21% | +$15.7K | 0.01% | 372 |
|
|
2016
Q4 | $66K | Sell |
893
-103
| -10% | -$7.61K | ﹤0.01% | 403 |
|
|
2016
Q3 | $80K | Buy |
996
+630
| +172% | +$50.6K | 0.01% | 360 |
|
|
2016
Q2 | $29K | Hold |
366
| – | – | ﹤0.01% | 424 |
|
|
2016
Q1 | $26K | Buy |
+366
| New | +$26K | ﹤0.01% | 415 |
|
|
2014
Q1 | – | Sell |
-165
| Closed | -$9K | – | 308 |
|
|
2013
Q4 | $9K | Buy |
165
+65
| +65% | +$3.55K | ﹤0.01% | 422 |
|
|
2013
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 376 |
|