CWP
CFM Wealth Partners’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.82M | Sell |
11,310
-1,402
| -11% | -$1.09M | 1.4% | 18 |
|
|
2025
Q1 | $10.5M | Buy |
12,712
+357
| +3% | +$295K | 1.85% | 15 |
|
|
2024
Q4 | $9.54M | Buy |
12,355
+154
| +1% | +$119K | 1.61% | 16 |
|
|
2024
Q3 | $10.8M | Buy |
12,201
+2,798
| +30% | +$2.48M | 1.89% | 12 |
|
|
2024
Q2 | $8.51M | Buy |
9,403
+1,563
| +20% | +$1.42M | 1.56% | 16 |
|
|
2024
Q1 | $6.1M | Buy |
7,840
+3,285
| +72% | +$2.56M | 1.22% | 22 |
|
|
2023
Q4 | $2.66M | Buy |
4,555
+591
| +15% | +$345K | 0.6% | 47 |
|
|
2023
Q3 | $2.13M | Buy |
3,964
+20
| +0.5% | +$10.7K | 0.56% | 48 |
|
|
2023
Q2 | $1.85M | Sell |
3,944
-59
| -1% | -$27.7K | 0.45% | 58 |
|
|
2023
Q1 | $1.37M | Sell |
4,003
-33
| -0.8% | -$11.3K | 0.37% | 62 |
|
|
2022
Q4 | $1.48M | Hold |
4,036
| – | – | 0.44% | 62 |
|
|
2022
Q3 | $1.31M | Buy |
4,036
+889
| +28% | +$287K | 0.42% | 61 |
|
|
2022
Q2 | $1.02M | Buy |
3,147
+375
| +14% | +$122K | 0.31% | 72 |
|
|
2022
Q1 | $794K | Sell |
2,772
-32
| -1% | -$9.17K | 0.19% | 89 |
|
|
2021
Q4 | $762K | Buy |
2,804
+211
| +8% | +$57.3K | 0.17% | 90 |
|
|
2021
Q3 | $599K | Sell |
2,593
-23
| -0.9% | -$5.31K | 0.15% | 102 |
|
|
2021
Q2 | $600K | Hold |
2,616
| – | – | 0.16% | 91 |
|
|
2021
Q1 | $489K | Hold |
2,616
| – | – | 0.15% | 99 |
|
|
2020
Q4 | $442K | Hold |
2,616
| – | – | 0.14% | 96 |
|
|
2020
Q3 | $387K | Sell |
2,616
-568
| -18% | -$84K | 0.14% | 96 |
|
|
2020
Q2 | $522K | Hold |
3,184
| – | – | 0.2% | 82 |
|
|
2020
Q1 | $442K | Sell |
3,184
-22
| -0.7% | -$3.05K | 0.21% | 80 |
|
|
2019
Q4 | $453K | Buy |
+3,206
| New | +$453K | 0.17% | 95 |
|