CM Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Hold |
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|
2025
Q2 | $1.33M | Hold |
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|
2025
Q1 | $1.4M | Hold |
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|
2024
Q4 | $1.31M | Hold |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $700K | Hold |
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|
2023
Q3 | $734K | Sell |
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|
2023
Q2 | $876K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $439K | Hold |
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|
2022
Q3 | $388M | Hold |
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|
2022
Q2 | $389K | Buy |
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