CWS
Cypress Wealth Services’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
2,377
+97
| +4% | +$75.6K | 0.33% | 61 |
|
|
2025
Q1 | $1.88M | Buy |
2,280
+132
| +6% | +$109K | 0.38% | 56 |
|
|
2024
Q4 | $1.66M | Buy |
2,148
+83
| +4% | +$64.1K | 0.33% | 59 |
|
|
2024
Q3 | $1.83M | Sell |
2,065
-71
| -3% | -$62.9K | 0.38% | 55 |
|
|
2024
Q2 | $1.93M | Buy |
2,136
+370
| +21% | +$335K | 0.43% | 55 |
|
|
2024
Q1 | $1.37M | Buy |
1,766
+106
| +6% | +$82.5K | 0.32% | 66 |
|
|
2023
Q4 | $968K | Buy |
1,660
+50
| +3% | +$29.1K | 0.24% | 75 |
|
|
2023
Q3 | $865K | Hold |
1,610
| – | – | 0.24% | 84 |
|
|
2023
Q2 | $720K | Hold |
1,610
| – | – | 0.19% | 101 |
|
|
2023
Q1 | $553K | Buy |
1,610
+1
| +0.1% | +$343 | 0.16% | 109 |
|
|
2022
Q4 | $589K | Buy |
1,609
+36
| +2% | +$13.2K | 0.19% | 100 |
|
|
2022
Q3 | $514K | Hold |
1,573
| – | – | 0.17% | 110 |
|
|
2022
Q2 | $510K | Sell |
1,573
-20
| -1% | -$6.48K | 0.16% | 112 |
|
|
2022
Q1 | $456K | Buy |
1,593
+21
| +1% | +$6.01K | 0.12% | 132 |
|
|
2021
Q4 | $434K | Buy |
1,572
+1
| +0.1% | +$276 | 0.12% | 136 |
|
|
2021
Q3 | $363K | Sell |
1,571
-375
| -19% | -$86.6K | 0.11% | 147 |
|
|
2021
Q2 | $447K | Buy |
1,946
+433
| +29% | +$99.5K | 0.12% | 151 |
|
|
2021
Q1 | $283K | Sell |
1,513
-549
| -27% | -$103K | 0.06% | 230 |
|
|
2020
Q4 | $348K | Buy |
+2,062
| New | +$348K | 0.08% | 185 |
|
|
2020
Q3 | – | Sell |
-1,968
| Closed | -$323K | – | 142 |
|
|
2020
Q2 | $323K | Buy |
1,968
+2
| +0.1% | +$328 | 0.08% | 193 |
|
|
2020
Q1 | $273K | Buy |
1,966
+201
| +11% | +$27.9K | 0.08% | 190 |
|
|
2019
Q4 | $232K | Sell |
1,765
-168
| -9% | -$22.1K | 0.06% | 219 |
|
|
2019
Q3 | $216K | Buy |
1,933
+103
| +6% | +$11.5K | 0.06% | 224 |
|
|
2019
Q2 | $203K | Buy |
+1,830
| New | +$203K | 0.06% | 245 |
|