CM Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Hold |
1,700
| – | – | 0.39% | 25 |
|
|
2025
Q1 | $1.4M | Hold |
1,700
| – | – | 0.45% | 23 |
|
|
2024
Q4 | $1.31M | Hold |
1,700
| – | – | 0.43% | 22 |
|
|
2024
Q3 | $1.51M | Buy |
+1,700
| New | +$1.51M | 0.49% | 21 |
|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$700K | – | 189 |
|
|
2023
Q4 | $700K | Hold |
1,200
| – | – | 0.3% | 27 |
|
|
2023
Q3 | $734K | Sell |
1,200
-711
| -37% | -$435K | 0.28% | 27 |
|
|
2023
Q2 | $876K | Buy |
+1,911
| New | +$876K | 0.29% | 36 |
|
|
2023
Q1 | – | Sell |
-1,200
| Closed | -$439K | – | 429 |
|
|
2022
Q4 | $439K | Hold |
1,200
| – | – | 0.22% | 44 |
|
|
2022
Q3 | $388M | Hold |
1,200
| – | – | 0.22% | 48 |
|
|
2022
Q2 | $389K | Buy |
+1,200
| New | +$389K | 0.24% | 50 |
|