CWA
Clarus Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,192
| Closed | -$898K | – | 93 |
|
|
2025
Q1 | $898K | Buy |
1,192
+8
| +0.7% | +$6.03K | 0.48% | 51 |
|
|
2024
Q4 | $944K | Buy |
1,184
+451
| +62% | +$360K | 0.47% | 52 |
|
|
2024
Q3 | $659K | Buy |
+733
| New | +$659K | 0.34% | 63 |
|
|
2023
Q2 | – | Sell |
-608
| Closed | -$224K | – | 135 |
|
|
2023
Q1 | $224K | Sell |
608
-722
| -54% | -$266K | 0.14% | 112 |
|
|
2022
Q4 | $469K | Buy |
1,330
+3
| +0.2% | +$1.06K | 0.31% | 67 |
|
|
2022
Q3 | $430K | Sell |
1,327
-235
| -15% | -$76.1K | 0.31% | 66 |
|
|
2022
Q2 | $517K | Sell |
1,562
-317
| -17% | -$105K | 0.36% | 49 |
|
|
2022
Q1 | $580K | Sell |
1,879
-69
| -4% | -$21.3K | 0.36% | 47 |
|
|
2021
Q4 | $499K | Sell |
1,948
-108
| -5% | -$27.7K | 0.29% | 53 |
|
|
2021
Q3 | $475K | Buy |
+2,056
| New | +$475K | 0.29% | 53 |
|
|
2020
Q2 | – | Sell |
-1,944
| Closed | -$271K | – | 143 |
|
|
2020
Q1 | $271K | Buy |
1,944
+34
| +2% | +$4.74K | 0.27% | 94 |
|
|
2019
Q4 | $260K | Sell |
1,910
-8
| -0.4% | -$1.09K | 0.17% | 112 |
|
|
2019
Q3 | $214K | Sell |
1,918
-127
| -6% | -$14.2K | 0.16% | 129 |
|
|
2019
Q2 | $227K | Sell |
2,045
-1,694
| -45% | -$188K | 0.16% | 103 |
|
|
2019
Q1 | $485K | Buy |
3,739
+1,544
| +70% | +$200K | 0.36% | 38 |
|
|
2018
Q4 | $254K | Buy |
2,195
+5
| +0.2% | +$579 | 0.4% | 49 |
|
|
2018
Q3 | $235K | Buy |
2,190
+12
| +0.6% | +$1.29K | 0.15% | 105 |
|
|
2018
Q2 | $169K | Buy |
+2,178
| New | +$169K | 0.13% | 136 |
|