EWA
EverSource Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
6,120
+1,078
| +21% | +$840K | 0.22% | 100 |
|
|
2025
Q1 | $4.16M | Buy |
5,042
+999
| +25% | +$825K | 0.23% | 94 |
|
|
2024
Q4 | $3.12M | Buy |
4,043
+248
| +7% | +$191K | 0.18% | 113 |
|
|
2024
Q3 | $3.36M | Buy |
3,795
+177
| +5% | +$157K | 0.21% | 100 |
|
|
2024
Q2 | $2.91M | Buy |
3,618
+109
| +3% | +$87.7K | 0.19% | 106 |
|
|
2024
Q1 | $2.74M | Buy |
3,509
+420
| +14% | +$328K | 0.22% | 100 |
|
|
2023
Q4 | $1.8M | Sell |
3,089
-43
| -1% | -$25.1K | 0.17% | 116 |
|
|
2023
Q3 | $1.68M | Sell |
3,132
-64
| -2% | -$34.4K | 0.18% | 118 |
|
|
2023
Q2 | $1.5M | Sell |
3,196
-287
| -8% | -$135K | 0.17% | 121 |
|
|
2023
Q1 | $1.2M | Buy |
3,483
+12
| +0.3% | +$4.12K | 0.15% | 126 |
|
|
2022
Q4 | $1.27M | Sell |
3,471
-208
| -6% | -$76.1K | 0.19% | 99 |
|
|
2022
Q3 | $1.19M | Sell |
3,679
-60
| -2% | -$19.4K | 0.27% | 69 |
|
|
2022
Q2 | $1.21M | Buy |
3,739
+354
| +10% | +$115K | 0.31% | 57 |
|
|
2022
Q1 | $970K | Buy |
3,385
+974
| +40% | +$279K | 0.25% | 75 |
|
|
2021
Q4 | $667K | Buy |
+2,411
| New | +$667K | 0.19% | 95 |
|