EWM
Empirical Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
13,747
+887
| +7% | +$691K | 0.24% | 85 |
|
|
2025
Q1 | $10.6M | Buy |
12,860
+5,497
| +75% | +$4.54M | 0.27% | 70 |
|
|
2024
Q4 | $5.68M | Buy |
7,363
+92
| +1% | +$71K | 0.15% | 110 |
|
|
2024
Q3 | $6.44M | Buy |
7,271
+135
| +2% | +$120K | 0.18% | 103 |
|
|
2024
Q2 | $6.46M | Sell |
7,136
-683
| -9% | -$618K | 0.19% | 96 |
|
|
2024
Q1 | $6.08M | Buy |
7,819
+3,255
| +71% | +$2.53M | 0.18% | 100 |
|
|
2023
Q4 | $2.66M | Sell |
4,564
-606
| -12% | -$353K | 0.09% | 139 |
|
|
2023
Q3 | $2.78M | Buy |
5,170
+1,193
| +30% | +$641K | 0.11% | 126 |
|
|
2023
Q2 | $1.87M | Sell |
3,977
-356
| -8% | -$167K | 0.08% | 160 |
|
|
2023
Q1 | $1.49M | Sell |
4,333
-1,647
| -28% | -$566K | 0.06% | 167 |
|
|
2022
Q4 | $2.19M | Buy |
5,980
+1,260
| +27% | +$461K | 0.1% | 127 |
|
|
2022
Q3 | $1.53M | Sell |
4,720
-592
| -11% | -$191K | 0.08% | 155 |
|
|
2022
Q2 | $1.72M | Buy |
5,312
+986
| +23% | +$320K | 0.09% | 145 |
|
|
2022
Q1 | $1.24M | Sell |
4,326
-152
| -3% | -$43.5K | 0.06% | 185 |
|
|
2021
Q4 | $1.24M | Buy |
4,478
+1,121
| +33% | +$310K | 0.06% | 179 |
|
|
2021
Q3 | $776K | Sell |
3,357
-1,714
| -34% | -$396K | 0.04% | 230 |
|
|
2021
Q2 | $1.16M | Buy |
5,071
+233
| +5% | +$53.5K | 0.07% | 168 |
|
|
2021
Q1 | $904K | Buy |
4,838
+90
| +2% | +$16.8K | 0.07% | 167 |
|
|
2020
Q4 | $802K | Sell |
4,748
-369
| -7% | -$62.3K | 0.06% | 180 |
|
|
2020
Q3 | $757K | Sell |
5,117
-125
| -2% | -$18.5K | 0.06% | 163 |
|
|
2020
Q2 | $861K | Buy |
5,242
+412
| +9% | +$67.7K | 0.08% | 141 |
|
|
2020
Q1 | $670K | Sell |
4,830
-100
| -2% | -$13.9K | 0.07% | 144 |
|
|
2019
Q4 | $648K | Buy |
4,930
+935
| +23% | +$123K | 0.07% | 158 |
|
|
2019
Q3 | $447K | Buy |
3,995
+343
| +9% | +$38.4K | 0.05% | 182 |
|
|
2019
Q2 | $405K | Sell |
3,652
-1,004
| -22% | -$111K | 0.05% | 173 |
|
|
2019
Q1 | $604K | Buy |
4,656
+400
| +9% | +$51.9K | 0.09% | 126 |
|
|
2018
Q4 | $493K | Buy |
4,256
+1,870
| +78% | +$217K | 0.08% | 121 |
|
|
2018
Q3 | $256K | Buy |
2,386
+43
| +2% | +$4.61K | 0.05% | 176 |
|
|
2018
Q2 | $200K | Buy |
+2,343
| New | +$200K | 0.04% | 180 |
|