CWP
Cyndeo Wealth Partners’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
14,064
+1,127
| +9% | +$879K | 0.65% | 38 |
|
|
2025
Q1 | $10.7M | Buy |
12,937
+1,045
| +9% | +$863K | 0.7% | 35 |
|
|
2024
Q4 | $9.18M | Buy |
11,892
+832
| +8% | +$642K | 0.62% | 43 |
|
|
2024
Q3 | $9.8M | Sell |
11,060
-270
| -2% | -$239K | 0.68% | 33 |
|
|
2024
Q2 | $10.3M | Buy |
11,330
+366
| +3% | +$331K | 0.8% | 31 |
|
|
2024
Q1 | $8.53M | Buy |
10,964
+723
| +7% | +$562K | 0.71% | 31 |
|
|
2023
Q4 | $5.97M | Buy |
10,241
+3,529
| +53% | +$2.06M | 0.55% | 50 |
|
|
2023
Q3 | $3.61M | Sell |
6,712
-443
| -6% | -$238K | 0.38% | 89 |
|
|
2023
Q2 | $3.36M | Buy |
7,155
+1,250
| +21% | +$586K | 0.35% | 94 |
|
|
2023
Q1 | $2.03M | Buy |
5,905
+2,258
| +62% | +$775K | 0.22% | 124 |
|
|
2022
Q4 | $1.33M | Buy |
+3,647
| New | +$1.33M | 0.16% | 150 |
|