CWS
Confluence Wealth Services’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.04M | Buy |
10,318
+3
| +0% | +$2.34K | 0.44% | 32 |
|
|
2025
Q1 | $8.55M | Buy |
10,315
+1,521
| +17% | +$1.26M | 0.54% | 29 |
|
|
2024
Q4 | $6.74M | Buy |
8,794
+1,665
| +23% | +$1.28M | 0.44% | 31 |
|
|
2024
Q3 | $6.32M | Buy |
7,129
+100
| +1% | +$88.6K | 0.46% | 31 |
|
|
2024
Q2 | $6.36M | Buy |
7,029
+69
| +1% | +$62.5K | 0.51% | 28 |
|
|
2024
Q1 | $5.41M | Sell |
6,960
-744
| -10% | -$579K | 0.48% | 30 |
|
|
2023
Q4 | $4.49M | Sell |
7,704
-4
| -0.1% | -$2.33K | 0.49% | 29 |
|
|
2023
Q3 | $4.14M | Buy |
7,708
+377
| +5% | +$203K | 0.82% | 24 |
|
|
2023
Q2 | $3.44M | Buy |
7,331
+527
| +8% | +$247K | 0.73% | 26 |
|
|
2023
Q1 | $2.34M | Buy |
6,804
+478
| +8% | +$164K | 0.54% | 37 |
|
|
2022
Q4 | $2.31M | Sell |
6,326
-153
| -2% | -$56K | 0.6% | 38 |
|
|
2022
Q3 | $2.09M | Sell |
6,479
-332
| -5% | -$107K | 0.89% | 30 |
|
|
2022
Q2 | $2.05M | Buy |
6,811
+746
| +12% | +$225K | 0.9% | 20 |
|
|
2022
Q1 | $1.74M | Sell |
6,065
-78
| -1% | -$22.3K | 0.63% | 39 |
|
|
2021
Q4 | $1.7M | Buy |
+6,143
| New | +$1.7M | 0.55% | 39 |
|