CWM
Congress Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2M | Sell |
49,047
-20,633
| -30% | -$16.1M | 0.37% | 54 |
|
|
2025
Q1 | $57.8M | Buy |
69,680
+21,074
| +43% | +$17.5M | 0.69% | 25 |
|
|
2024
Q4 | $37.5M | Buy |
48,606
+897
| +2% | +$693K | 0.52% | 42 |
|
|
2024
Q3 | $42.3M | Buy |
47,709
+3,994
| +9% | +$3.54M | 0.56% | 33 |
|
|
2024
Q2 | $39.6M | Buy |
43,715
+5,139
| +13% | +$4.65M | 0.63% | 28 |
|
|
2024
Q1 | $30M | Buy |
38,576
+2,212
| +6% | +$1.72M | 0.52% | 43 |
|
|
2023
Q4 | $21.2M | Buy |
36,364
+3,776
| +12% | +$2.2M | 0.39% | 53 |
|
|
2023
Q3 | $17.5M | Sell |
32,588
-4,527
| -12% | -$2.43M | 0.36% | 62 |
|
|
2023
Q2 | $17.4M | Buy |
37,115
+138
| +0.4% | +$64.7K | 0.4% | 55 |
|
|
2023
Q1 | $12.7M | Sell |
36,977
-76
| -0.2% | -$26.1K | 0.31% | 86 |
|
|
2022
Q4 | $13.6M | Sell |
37,053
-310
| -0.8% | -$113K | 0.35% | 68 |
|
|
2022
Q3 | $12.1M | Buy |
37,363
+1,200
| +3% | +$388K | 0.33% | 76 |
|
|
2022
Q2 | $11.7M | Buy |
36,163
+56
| +0.2% | +$18.2K | 0.3% | 85 |
|
|
2022
Q1 | $10.3M | Buy |
36,107
+33,935
| +1,562% | +$9.72M | 0.23% | 127 |
|
|
2021
Q4 | $600K | Buy |
+2,172
| New | +$600K | 0.01% | 439 |
|