DWM
Diversify Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
7,223
+543
| +8% | +$347K | 0.29% | 103 |
|
|
2025
Q1 | $5.91M | Buy |
6,680
+804
| +14% | +$712K | 0.44% | 53 |
|
|
2024
Q4 | $4.7M | Buy |
5,876
+1,193
| +25% | +$954K | 0.37% | 67 |
|
|
2024
Q3 | $4.23M | Buy |
4,683
+191
| +4% | +$173K | 0.41% | 61 |
|
|
2024
Q2 | $3.48M | Buy |
+4,492
| New | +$3.48M | 0.43% | 53 |
|