CPWA
Cerro Pacific Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
3,298
-21
| -0.6% | -$16.4K | 0.71% | 37 |
|
|
2025
Q1 | $2.56M | Buy |
3,319
+71
| +2% | +$54.8K | 0.83% | 32 |
|
|
2024
Q4 | $2.88M | Buy |
3,248
+138
| +4% | +$122K | 0.95% | 30 |
|
|
2024
Q3 | $2.82M | Hold |
3,110
| – | – | 1.06% | 26 |
|
|
2024
Q2 | $2.82M | Buy |
+3,110
| New | +$2.82M | 1.08% | 26 |
|
|
2023
Q1 | $1.23M | Sell |
3,574
-1,578
| -31% | -$542K | 0.68% | 42 |
|
|
2022
Q4 | $1.88M | Buy |
5,152
+38
| +0.7% | +$13.9K | 1% | 23 |
|
|
2022
Q3 | $1.65M | Buy |
5,114
+1,740
| +52% | +$562K | 1% | 23 |
|
|
2022
Q2 | $1.09M | Sell |
3,374
-1,617
| -32% | -$524K | 0.68% | 35 |
|
|
2022
Q1 | $1.43M | Sell |
4,991
-59
| -1% | -$16.9K | 0.88% | 26 |
|
|
2021
Q4 | $1.4M | Buy |
5,050
+356
| +8% | +$98.3K | 0.88% | 26 |
|
|
2021
Q3 | $1.08M | Buy |
4,694
+1,822
| +63% | +$421K | 0.78% | 29 |
|
|
2021
Q2 | $659K | Buy |
+2,872
| New | +$659K | 0.49% | 66 |
|