DWM
Destination Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3M | Buy |
50,374
+20,602
| +69% | +$16.1M | 1.15% | 27 |
|
|
2025
Q1 | $24.6M | Buy |
29,772
+2,192
| +8% | +$1.81M | 0.77% | 49 |
|
|
2024
Q4 | $21.3M | Buy |
27,580
+254
| +0.9% | +$196K | 0.67% | 53 |
|
|
2024
Q3 | $24.2M | Buy |
27,326
+25,472
| +1,374% | +$22.6M | 0.75% | 50 |
|
|
2024
Q2 | $1.68M | Buy |
1,854
+58
| +3% | +$52.5K | 0.06% | 108 |
|
|
2024
Q1 | $1.4M | Sell |
1,796
-434
| -19% | -$338K | 0.05% | 116 |
|
|
2023
Q4 | $1.3M | Buy |
2,230
+392
| +21% | +$229K | 0.05% | 118 |
|
|
2023
Q3 | $987K | Buy |
1,838
+155
| +9% | +$83.3K | 0.04% | 115 |
|
|
2023
Q2 | $789K | Buy |
1,683
+62
| +4% | +$29.1K | 0.03% | 129 |
|
|
2023
Q1 | $557K | Hold |
1,621
| – | – | 0.02% | 141 |
|
|
2022
Q4 | $593K | Hold |
1,621
| – | – | 0.02% | 138 |
|
|
2022
Q3 | $524K | Sell |
1,621
-304
| -16% | -$98.3K | 0.02% | 134 |
|
|
2022
Q2 | $624K | Buy |
1,925
+301
| +19% | +$97.6K | 0.03% | 132 |
|
|
2022
Q1 | $465K | Sell |
1,624
-347
| -18% | -$99.4K | 0.02% | 136 |
|
|
2021
Q4 | $544K | Buy |
1,971
+856
| +77% | +$236K | 0.02% | 138 |
|
|
2021
Q3 | $258K | Sell |
1,115
-285
| -20% | -$65.9K | 0.01% | 160 |
|
|
2021
Q2 | $321K | Buy |
1,400
+285
| +26% | +$65.3K | 0.01% | 153 |
|
|
2021
Q1 | $208K | Buy |
+1,115
| New | +$208K | 0.01% | 175 |
|
|
2020
Q2 | – | Sell |
-5,900
| Closed | -$818K | – | 158 |
|
|
2020
Q1 | $818K | Sell |
5,900
-332
| -5% | -$46K | 0.05% | 105 |
|
|
2019
Q4 | $819K | Hold |
6,232
| – | – | 0.04% | 99 |
|
|
2019
Q3 | $697K | Sell |
6,232
-150
| -2% | -$16.8K | 0.04% | 97 |
|
|
2019
Q2 | $707K | Sell |
6,382
-163
| -2% | -$18.1K | 0.04% | 103 |
|
|
2019
Q1 | $849K | Sell |
6,545
-467
| -7% | -$60.6K | 0.05% | 99 |
|
|
2018
Q4 | $811K | Buy |
7,012
+312
| +5% | +$36.1K | 0.05% | 95 |
|
|
2018
Q3 | $719K | Sell |
6,700
-2,004
| -23% | -$215K | 0.04% | 108 |
|
|
2018
Q2 | $743K | Buy |
8,704
+8,601
| +8,350% | +$734K | 0.04% | 99 |
|
|
2018
Q1 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 451 |
|
|
2015
Q3 | – | Sell |
-3,902
| Closed | -$326K | – | 175 |
|
|
2015
Q2 | $326K | Buy |
+3,902
| New | +$326K | 0.02% | 195 |
|