FWM
Focused Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
700
-141
| -17% | -$110K | 0.07% | 89 |
|
|
2025
Q1 | $694K | Buy |
841
+150
| +22% | +$124K | 0.09% | 70 |
|
|
2024
Q4 | $533K | Sell |
691
-11
| -2% | -$8.49K | 0.07% | 84 |
|
|
2024
Q3 | $622K | Hold |
702
| – | – | 0.08% | 81 |
|
|
2024
Q2 | $636K | Sell |
702
-15
| -2% | -$13.6K | 0.09% | 71 |
|
|
2024
Q1 | $558K | Sell |
717
-108
| -13% | -$84K | 0.09% | 77 |
|
|
2023
Q4 | $481K | Buy |
825
+275
| +50% | +$160K | 0.08% | 81 |
|
|
2023
Q3 | $295K | Hold |
550
| – | – | 0.05% | 103 |
|
|
2023
Q2 | $258K | Sell |
550
-125
| -19% | -$58.6K | 0.05% | 121 |
|
|
2023
Q1 | $232K | Buy |
675
+81
| +14% | +$27.8K | 0.05% | 135 |
|
|
2022
Q4 | $217K | Hold |
594
| – | – | 0.04% | 129 |
|
|
2022
Q3 | $192K | Buy |
594
+5
| +0.8% | +$1.62K | 0.04% | 131 |
|
|
2022
Q2 | $191K | Hold |
589
| – | – | 0.03% | 141 |
|
|
2022
Q1 | $169K | Sell |
589
-575
| -49% | -$165K | 0.03% | 159 |
|
|
2021
Q4 | $322K | Buy |
1,164
+575
| +98% | +$159K | 0.05% | 122 |
|
|
2021
Q3 | $136K | Hold |
589
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $135K | Hold |
589
| – | – | 0.02% | 247 |
|
|
2021
Q1 | $110K | Hold |
589
| – | – | 0.02% | 263 |
|
|
2020
Q4 | $99K | Hold |
589
| – | – | 0.02% | 268 |
|
|
2020
Q3 | $87K | Hold |
589
| – | – | 0.02% | 262 |
|
|
2020
Q2 | $97K | Hold |
589
| – | – | 0.02% | 231 |
|
|
2020
Q1 | $82K | Hold |
589
| – | – | 0.02% | 231 |
|
|
2019
Q4 | $77K | Hold |
589
| – | – | 0.02% | 276 |
|
|
2019
Q3 | $66K | Sell |
589
-1,352
| -70% | -$151K | 0.02% | 275 |
|
|
2019
Q2 | $215K | Sell |
1,941
-100
| -5% | -$11.1K | 0.06% | 132 |
|
|
2019
Q1 | $265K | Hold |
2,041
| – | – | 0.08% | 118 |
|
|
2018
Q4 | $236K | Buy |
2,041
+1,450
| +245% | +$168K | 0.08% | 129 |
|
|
2018
Q3 | $63K | Sell |
591
-100
| -14% | -$10.7K | 0.02% | 271 |
|
|
2018
Q2 | $59K | Buy |
691
+100
| +17% | +$8.54K | 0.02% | 261 |
|
|
2018
Q1 | $46K | Hold |
591
| – | – | 0.01% | 303 |
|
|
2017
Q4 | $50K | Sell |
591
-98
| -14% | -$8.29K | 0.02% | 298 |
|
|
2017
Q3 | $59K | Sell |
689
-2
| -0.3% | -$171 | 0.02% | 217 |
|
|
2017
Q2 | $57K | Sell |
691
-6
| -0.9% | -$495 | 0.02% | 268 |
|
|
2017
Q1 | $59K | Hold |
697
| – | – | 0.02% | 264 |
|
|
2016
Q4 | $51K | Buy |
697
+8
| +1% | +$585 | 0.02% | 267 |
|
|
2016
Q3 | $55K | Buy |
689
+589
| +589% | +$47K | 0.02% | 261 |
|
|
2016
Q2 | $8K | Sell |
100
-100
| -50% | -$8K | ﹤0.01% | 460 |
|
|
2016
Q1 | $14K | Sell |
200
-21
| -10% | -$1.47K | 0.01% | 348 |
|
|
2015
Q4 | $19K | Hold |
221
| – | – | 0.01% | 323 |
|
|
2015
Q3 | $18K | Buy |
221
+1
| +0.5% | +$81 | 0.01% | 307 |
|
|
2015
Q2 | $18K | Hold |
220
| – | – | 0.01% | 325 |
|
|
2015
Q1 | $16K | Buy |
220
+20
| +10% | +$1.46K | 0.01% | 345 |
|
|
2014
Q4 | $14K | Buy |
200
+100
| +100% | +$7K | 0.01% | 358 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 486 |
|
|
2014
Q1 | $6K | Hold |
100
| – | – | 0.01% | 455 |
|
|
2013
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 472 |
|
|
2013
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 451 |
|