CWS Financial Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Hold |
719
| – | – | 0.16% | 73 |
|
|
2025
Q1 | $594K | Buy |
719
+2
| +0.3% | +$1.65K | 0.19% | 62 |
|
|
2024
Q4 | $554K | Sell |
717
-483
| -40% | -$373K | 0.18% | 59 |
|
|
2024
Q3 | $1.06M | Buy |
1,200
+82
| +7% | +$72.6K | 0.38% | 30 |
|
|
2024
Q2 | $1.01M | Sell |
1,118
-45
| -4% | -$40.7K | 0.4% | 28 |
|
|
2024
Q1 | $905K | Sell |
1,163
-713
| -38% | -$555K | 0.37% | 28 |
|
|
2023
Q4 | $1.09M | Hold |
1,876
| – | – | 0.41% | 35 |
|
|
2023
Q3 | $1.01M | Sell |
1,876
-100
| -5% | -$53.7K | 0.4% | 36 |
|
|
2023
Q2 | $927K | Sell |
1,976
-100
| -5% | -$46.9K | 0.35% | 46 |
|
|
2023
Q1 | $713K | Buy |
2,076
+388
| +23% | +$133K | 0.28% | 58 |
|
|
2022
Q4 | $315K | Buy |
1,688
+5
| +0.3% | +$933 | 0.14% | 102 |
|
|
2022
Q3 | $544K | Sell |
1,683
-67
| -4% | -$21.7K | 0.26% | 66 |
|
|
2022
Q2 | $567K | Buy |
1,750
+38
| +2% | +$12.3K | 0.26% | 73 |
|
|
2022
Q1 | $490K | Buy |
1,712
+8
| +0.5% | +$2.29K | 0.19% | 85 |
|
|
2021
Q4 | $471K | Buy |
+1,704
| New | +$471K | 0.17% | 94 |
|
|
2021
Q2 | $387K | Sell |
1,687
-1
| -0.1% | -$229 | 0.15% | 97 |
|
|
2021
Q1 | $315K | Buy |
1,688
+383
| +29% | +$71.5K | 0.14% | 102 |
|
|
2020
Q4 | $220K | Sell |
1,305
-220
| -14% | -$37.1K | 0.13% | 123 |
|
|
2020
Q3 | $226K | Sell |
1,525
-520
| -25% | -$77.1K | 0.15% | 113 |
|
|
2020
Q2 | $336K | Buy |
2,045
+418
| +26% | +$68.7K | 0.24% | 88 |
|
|
2020
Q1 | $214K | Hold |
1,627
| – | – | 0.16% | 115 |
|
|
2019
Q4 | $214K | Buy |
+1,627
| New | +$214K | 0.16% | 115 |
|