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Crestwood Advisors Group’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$28.7M Sell
36,856
-90
-0.2% -$70.2K 0.51% 60
2025
Q1
$30.5M Buy
36,946
+896
+2% +$740K 0.58% 54
2024
Q4
$27.8M Buy
36,050
+364
+1% +$281K 0.52% 60
2024
Q3
$31.6M Buy
35,686
+140
+0.4% +$124K 0.6% 53
2024
Q2
$32.2M Sell
35,546
-1,144
-3% -$1.04M 0.67% 49
2024
Q1
$28.5M Buy
36,690
+2,763
+8% +$2.15M 0.62% 49
2023
Q4
$19.8M Buy
33,927
+1,800
+6% +$1.05M 0.46% 62
2023
Q3
$17.3M Buy
32,127
+2,827
+10% +$1.52M 0.45% 62
2023
Q2
$13.7M Buy
29,300
+15
+0.1% +$7.04K 0.43% 57
2023
Q1
$10.1M Sell
29,285
-27
-0.1% -$9.27K 0.34% 70
2022
Q4
$10.7M Buy
29,312
+19
+0.1% +$6.95K 0.37% 67
2022
Q3
$9.47M Buy
29,293
+57
+0.2% +$18.4K 0.34% 72
2022
Q2
$9.48M Sell
29,236
-132
-0.4% -$42.8K 0.32% 74
2022
Q1
$8.41M Sell
29,368
-1,372
-4% -$393K 0.24% 78
2021
Q4
$8.49M Sell
30,740
-610
-2% -$168K 0.22% 79
2021
Q3
$7.24M Sell
31,350
-15
-0% -$3.47K 0.21% 82
2021
Q2
$7.2M Sell
31,365
-5,525
-15% -$1.27M 0.21% 86
2021
Q1
$6.89M Sell
36,890
-376
-1% -$70.2K 0.22% 87
2020
Q4
$6.29M Buy
37,266
+34,159
+1,099% +$5.77M 0.21% 89
2020
Q3
$460K Sell
3,107
-14
-0.4% -$2.07K 0.02% 172
2020
Q2
$512K Buy
3,121
+89
+3% +$14.6K 0.02% 162
2020
Q1
$421K Sell
3,032
-95
-3% -$13.2K 0.02% 161
2019
Q4
$411K Buy
3,127
+331
+12% +$43.5K 0.02% 184
2019
Q3
$313K Sell
2,796
-711
-20% -$79.6K 0.01% 199
2019
Q2
$389K Buy
3,507
+432
+14% +$47.9K 0.02% 181
2019
Q1
$399K Sell
3,075
-53
-2% -$6.88K 0.03% 124
2018
Q4
$362K Hold
3,128
0.03% 116
2018
Q3
$336K Buy
3,128
+100
+3% +$10.7K 0.02% 124
2018
Q2
$310K Sell
3,028
-345
-10% -$35.3K 0.02% 126
2018
Q1
$261K Buy
+3,373
New +$261K 0.02% 143
2017
Q2
Sell
-2,123
Closed -$173K 318
2017
Q1
$173K Buy
+2,123
New +$173K 0.02% 145
2016
Q1
Sell
-3,083
Closed -$260K 145
2015
Q4
$260K Buy
3,083
+230
+8% +$19.4K 0.03% 125
2015
Q3
$239K Sell
2,853
-36
-1% -$3.02K 0.03% 125
2015
Q2
$241K Sell
2,889
-664
-19% -$55.4K 0.03% 135
2015
Q1
$258K Buy
+3,553
New +$258K 0.04% 120