CWM
Compass Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Hold |
6,128
| – | – | 1.14% | 33 |
|
|
2025
Q1 | $5.06M | Sell |
6,128
-502
| -8% | -$415K | 1.29% | 24 |
|
|
2024
Q4 | $5.12M | Sell |
6,630
-110
| -2% | -$84.9K | 1.23% | 24 |
|
|
2024
Q3 | $5.97M | Sell |
6,740
-440
| -6% | -$390K | 1.41% | 21 |
|
|
2024
Q2 | $6.5M | Sell |
7,180
-125
| -2% | -$113K | 1.6% | 11 |
|
|
2024
Q1 | $5.68M | Sell |
7,305
-420
| -5% | -$327K | 1.42% | 17 |
|
|
2023
Q4 | $4.5M | Sell |
7,725
-345
| -4% | -$201K | 1.26% | 24 |
|
|
2023
Q3 | $4.33M | Sell |
8,070
-630
| -7% | -$338K | 1.36% | 19 |
|
|
2023
Q2 | $4.08M | Sell |
8,700
-125
| -1% | -$58.6K | 1.23% | 28 |
|
|
2023
Q1 | $3.03M | Sell |
8,825
-261
| -3% | -$89.6K | 0.96% | 38 |
|
|
2022
Q4 | $3.32M | Buy |
+9,086
| New | +$3.32M | 1.09% | 33 |
|