CWM
Collaborative Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
510
+8
| +2% | +$6.24K | 0.17% | 114 |
|
|
2025
Q1 | $415K | Buy |
502
+17
| +4% | +$14K | 0.19% | 104 |
|
|
2024
Q4 | $374K | Buy |
485
+10
| +2% | +$7.72K | 0.17% | 114 |
|
|
2024
Q3 | $421K | Buy |
475
+14
| +3% | +$12.4K | 0.19% | 106 |
|
|
2024
Q2 | $417K | Hold |
461
| – | – | 0.2% | 102 |
|
|
2024
Q1 | $359K | Sell |
461
-5
| -1% | -$3.89K | 0.18% | 110 |
|
|
2023
Q4 | $272K | Buy |
+466
| New | +$272K | 0.15% | 126 |
|