CWM
CMH Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Buy |
12,462
+165
| +1% | +$129K | 2.26% | 14 |
|
|
2025
Q1 | $10.2M | Sell |
12,297
-1,575
| -11% | -$1.3M | 2.54% | 11 |
|
|
2024
Q4 | $10.7M | Buy |
13,872
+552
| +4% | +$426K | 2.45% | 11 |
|
|
2024
Q3 | $11.8M | Sell |
13,320
-367
| -3% | -$325K | 2.78% | 9 |
|
|
2024
Q2 | $12.4M | Buy |
13,687
+102
| +0.8% | +$92.3K | 3.05% | 8 |
|
|
2024
Q1 | $10.6M | Sell |
13,585
-1,778
| -12% | -$1.38M | 2.69% | 11 |
|
|
2023
Q4 | $8.96M | Sell |
15,363
-190
| -1% | -$111K | 2.17% | 18 |
|
|
2023
Q3 | $8.35M | Sell |
15,553
-9,135
| -37% | -$4.91M | 2.34% | 17 |
|
|
2023
Q2 | $11.6M | Buy |
24,688
+373
| +2% | +$175K | 3.11% | 9 |
|
|
2023
Q1 | $8.35M | Buy |
24,315
+10,512
| +76% | +$3.61M | 2.41% | 15 |
|
|
2022
Q4 | $5.05M | Sell |
13,803
-101
| -0.7% | -$37K | 1.62% | 27 |
|
|
2022
Q3 | $4.5M | Buy |
13,904
+379
| +3% | +$123K | 1.65% | 24 |
|
|
2022
Q2 | $4.39M | Sell |
13,525
-6,660
| -33% | -$2.16M | 1.59% | 22 |
|
|
2022
Q1 | $5.78M | Buy |
20,185
+228
| +1% | +$65.3K | 1.78% | 17 |
|
|
2021
Q4 | $5.51M | Buy |
19,957
+253
| +1% | +$69.9K | 1.66% | 20 |
|
|
2021
Q3 | $4.55M | Buy |
19,704
+298
| +2% | +$68.9K | 1.49% | 26 |
|
|
2021
Q2 | $4.45M | Buy |
19,406
+1,530
| +9% | +$351K | 1.49% | 26 |
|
|
2021
Q1 | $3.34M | Buy |
17,876
+1,288
| +8% | +$241K | 1.26% | 32 |
|
|
2020
Q4 | $2.8M | Buy |
16,588
+368
| +2% | +$62.1K | 1.03% | 37 |
|
|
2020
Q3 | $2.4M | Buy |
16,220
+1,750
| +12% | +$259K | 1.03% | 35 |
|
|
2020
Q2 | $2.38M | Sell |
14,470
-969
| -6% | -$159K | 1.13% | 36 |
|
|
2020
Q1 | $2.14M | Buy |
15,439
+1,698
| +12% | +$236K | 1.25% | 36 |
|
|
2019
Q4 | $1.81M | Buy |
13,741
+130
| +1% | +$17.1K | 0.93% | 46 |
|
|
2019
Q3 | $1.52M | Buy |
13,611
+735
| +6% | +$82.2K | 0.86% | 47 |
|
|
2019
Q2 | $1.43M | Sell |
12,876
-470
| -4% | -$52.1K | 0.84% | 45 |
|
|
2019
Q1 | $1.73M | Sell |
13,346
-3,045
| -19% | -$395K | 1.05% | 44 |
|
|
2018
Q4 | $1.9M | Sell |
16,391
-1,692
| -9% | -$196K | 1.14% | 37 |
|
|
2018
Q3 | $1.95M | Buy |
18,083
+270
| +2% | +$29.1K | 1.02% | 38 |
|
|
2018
Q2 | $1.53M | Buy |
17,813
+235
| +1% | +$20.2K | 0.87% | 41 |
|
|
2018
Q1 | $1.33M | Buy |
17,578
+490
| +3% | +$37.1K | 0.9% | 44 |
|
|
2017
Q4 | $1.45M | Buy |
17,088
+25
| +0.1% | +$2.12K | 0.96% | 41 |
|
|
2017
Q3 | $1.47M | Sell |
17,063
-25
| -0.1% | -$2.16K | 1.09% | 35 |
|
|
2017
Q2 | $1.41M | Sell |
17,088
-55
| -0.3% | -$4.55K | 1.13% | 36 |
|
|
2017
Q1 | $1.48M | Sell |
17,143
-47
| -0.3% | -$4.06K | 1.16% | 36 |
|
|
2016
Q4 | $1.32M | Buy |
+17,190
| New | +$1.32M | 1.15% | 36 |
|