DWM
Dakota Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Sell |
36,638
-3,336
| -8% | -$2.6M | 0.6% | 36 |
|
|
2025
Q1 | $33M | Sell |
39,974
-16,175
| -29% | -$13.4M | 0.77% | 24 |
|
|
2024
Q4 | $43.3M | Sell |
56,149
-1,833
| -3% | -$1.42M | 1% | 14 |
|
|
2024
Q3 | $51.4M | Sell |
57,982
-833
| -1% | -$738K | 1.16% | 10 |
|
|
2024
Q2 | $53.3M | Buy |
58,815
+365
| +0.6% | +$330K | 1.25% | 9 |
|
|
2024
Q1 | $45.5M | Buy |
58,450
+14,808
| +34% | +$11.5M | 1.13% | 9 |
|
|
2023
Q4 | $25.4M | Sell |
43,642
-5
| -0% | -$2.92K | 0.99% | 17 |
|
|
2023
Q3 | $23.4M | Sell |
43,647
-5,281
| -11% | -$2.84M | 1.03% | 15 |
|
|
2023
Q2 | $22.9M | Buy |
48,928
+2,566
| +6% | +$1.2M | 1.08% | 17 |
|
|
2023
Q1 | $15.9M | Buy |
46,362
+3,938
| +9% | +$1.35M | 1.06% | 16 |
|
|
2022
Q4 | $15.5M | Buy |
42,424
+8,215
| +24% | +$3.01M | 1.1% | 16 |
|
|
2022
Q3 | $11.1M | Sell |
34,209
-4,541
| -12% | -$1.47M | 0.9% | 21 |
|
|
2022
Q2 | $12.6M | Sell |
38,750
-1,462
| -4% | -$474K | 1.16% | 13 |
|
|
2022
Q1 | $11.5M | Sell |
40,212
-2,169
| -5% | -$621K | 0.93% | 19 |
|
|
2021
Q4 | $11.7M | Buy |
42,381
+12,461
| +42% | +$3.44M | 1.23% | 14 |
|
|
2021
Q3 | $6.91M | Buy |
29,920
+21,398
| +251% | +$4.94M | 0.8% | 30 |
|
|
2021
Q2 | $1.96M | Buy |
8,522
+1,190
| +16% | +$273K | 0.23% | 106 |
|
|
2021
Q1 | $1.37M | Sell |
7,332
-628
| -8% | -$117K | 0.18% | 124 |
|
|
2020
Q4 | $1.34M | Buy |
+7,960
| New | +$1.34M | 0.17% | 123 |
|
|
2020
Q1 | – | Sell |
-2,039
| Closed | -$268K | – | 301 |
|
|
2019
Q4 | $268K | Buy |
2,039
+29
| +1% | +$3.81K | 0.04% | 255 |
|
|
2019
Q3 | $225K | Buy |
+2,010
| New | +$225K | 0.04% | 269 |
|
|
2019
Q2 | – | Sell |
-36,965
| Closed | -$4.8M | – | 302 |
|
|
2019
Q1 | $4.8M | Buy |
36,965
+29,188
| +375% | +$3.79M | 0.95% | 26 |
|
|
2018
Q4 | $844K | Buy |
7,777
+1,136
| +17% | +$123K | 0.19% | 97 |
|
|
2018
Q3 | $712K | Buy |
6,641
+1,891
| +40% | +$203K | 0.16% | 122 |
|
|
2018
Q2 | $406K | Buy |
+4,750
| New | +$406K | 0.11% | 140 |
|