CTWM
Cherry Tree Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
1,527
-13
| -0.8% | -$10.1K | 0.28% | 64 |
|
|
2025
Q1 | $1.27M | Buy |
1,540
+9
| +0.6% | +$7.43K | 0.31% | 61 |
|
|
2024
Q4 | $1.18M | Hold |
1,531
| – | – | 0.29% | 61 |
|
|
2024
Q3 | $1.36M | Hold |
1,531
| – | – | 0.32% | 59 |
|
|
2024
Q2 | $1.39M | Buy |
1,531
+10
| +0.7% | +$9.05K | 0.35% | 58 |
|
|
2024
Q1 | $1.18M | Hold |
1,521
| – | – | 0.3% | 60 |
|
|
2023
Q4 | $887K | Sell |
1,521
-32
| -2% | -$18.7K | 0.24% | 69 |
|
|
2023
Q3 | $834K | Hold |
1,553
| – | – | 0.24% | 62 |
|
|
2023
Q2 | $728K | Buy |
+1,553
| New | +$728K | 0.21% | 65 |
|