CWM
Cedar Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
266
+7
| +3% | +$5.46K | 0.07% | 81 |
|
|
2025
Q1 | $214K | Hold |
259
| – | – | 0.08% | 78 |
|
|
2024
Q4 | $200K | Hold |
259
| – | – | 0.07% | 74 |
|
|
2024
Q3 | $229K | Sell |
259
-175
| -40% | -$155K | 0.07% | 97 |
|
|
2024
Q2 | $393K | Sell |
434
-31
| -7% | -$28.1K | 0.13% | 84 |
|
|
2024
Q1 | $362K | Buy |
465
+26
| +6% | +$20.2K | 0.12% | 83 |
|
|
2023
Q4 | $256K | Hold |
439
| – | – | 0.09% | 93 |
|
|
2023
Q3 | $236K | Sell |
439
-470
| -52% | -$252K | 0.09% | 95 |
|
|
2023
Q2 | $426K | Hold |
909
| – | – | 0.16% | 70 |
|
|
2023
Q1 | $312K | Sell |
909
-350
| -28% | -$120K | 0.13% | 74 |
|
|
2022
Q4 | $461K | Sell |
1,259
-410
| -25% | -$150K | 0.23% | 63 |
|
|
2022
Q3 | $540K | Sell |
1,669
-3
| -0.2% | -$971 | 0.27% | 62 |
|
|
2022
Q2 | $542K | Sell |
1,672
-380
| -19% | -$123K | 0.25% | 60 |
|
|
2022
Q1 | $588K | Sell |
2,052
-80
| -4% | -$22.9K | 0.24% | 67 |
|
|
2021
Q4 | $589K | Buy |
2,132
+242
| +13% | +$66.9K | 0.24% | 72 |
|
|
2021
Q3 | $437K | Hold |
1,890
| – | – | 0.19% | 80 |
|
|
2021
Q2 | $434K | Sell |
1,890
-502
| -21% | -$115K | 0.2% | 78 |
|
|
2021
Q1 | $447K | Sell |
2,392
-380
| -14% | -$71K | 0.22% | 77 |
|
|
2020
Q4 | $468K | Sell |
2,772
-627
| -18% | -$106K | 0.25% | 65 |
|
|
2020
Q3 | $503K | Buy |
3,399
+32
| +1% | +$4.74K | 0.31% | 54 |
|
|
2020
Q2 | $553K | Sell |
3,367
-100
| -3% | -$16.4K | 0.37% | 45 |
|
|
2020
Q1 | $481K | Sell |
3,467
-984
| -22% | -$137K | 0.32% | 40 |
|
|
2019
Q4 | $585K | Sell |
4,451
-689
| -13% | -$90.6K | 0.35% | 35 |
|
|
2019
Q3 | $575K | Sell |
5,140
-440
| -8% | -$49.2K | 0.38% | 26 |
|
|
2019
Q2 | $618K | Sell |
5,580
-209
| -4% | -$23.1K | 0.4% | 21 |
|
|
2019
Q1 | $751K | Sell |
5,789
-971
| -14% | -$126K | 0.47% | 18 |
|
|
2018
Q4 | $782K | Sell |
6,760
-125
| -2% | -$14.5K | 0.56% | 17 |
|
|
2018
Q3 | $739K | Sell |
6,885
-700
| -9% | -$75.1K | 0.39% | 20 |
|
|
2018
Q2 | $647K | Buy |
7,585
+48
| +0.6% | +$4.09K | 0.36% | 15 |
|
|
2018
Q1 | $583K | Buy |
7,537
+495
| +7% | +$38.3K | 0.36% | 17 |
|
|
2017
Q4 | $595K | Buy |
7,042
+80
| +1% | +$6.76K | 0.35% | 16 |
|
|
2017
Q3 | $596K | Buy |
6,962
+390
| +6% | +$33.4K | 0.35% | 16 |
|
|
2017
Q2 | $541K | Buy |
6,572
+540
| +9% | +$44.5K | 0.35% | 15 |
|
|
2017
Q1 | $507K | Hold |
6,032
| – | – | 0.31% | 15 |
|
|
2016
Q4 | $444K | Buy |
6,032
+155
| +3% | +$11.4K | 0.3% | 14 |
|
|
2016
Q3 | $472K | Buy |
5,877
+370
| +7% | +$29.7K | 0.32% | 13 |
|
|
2016
Q2 | $434K | Buy |
5,507
+2,010
| +57% | +$158K | 0.28% | 13 |
|
|
2016
Q1 | $252K | Buy |
+3,497
| New | +$252K | 0.17% | 19 |
|