FMWA
Forvis Mazars Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9M | Sell |
43,509
-39
| -0.1% | -$30.4K | 0.73% | 22 |
|
|
2025
Q1 | $36M | Sell |
43,548
-6,520
| -13% | -$5.38M | 0.86% | 20 |
|
|
2024
Q4 | $38.7M | Sell |
50,068
-1,513
| -3% | -$1.17M | 0.89% | 22 |
|
|
2024
Q3 | $45.7M | Buy |
51,581
+7,470
| +17% | +$6.62M | 1.05% | 19 |
|
|
2024
Q2 | $39.9M | Sell |
44,111
-17,708
| -29% | -$16M | 1% | 19 |
|
|
2024
Q1 | $48.1M | Buy |
61,819
+17,222
| +39% | +$13.4M | 1.22% | 17 |
|
|
2023
Q4 | $26M | Buy |
44,597
+231
| +0.5% | +$135K | 0.72% | 26 |
|
|
2023
Q3 | $23.8M | Sell |
44,366
-6,604
| -13% | -$3.55M | 0.72% | 24 |
|
|
2023
Q2 | $23.9M | Buy |
50,970
+144
| +0.3% | +$67.5K | 0.7% | 28 |
|
|
2023
Q1 | $17.5M | Sell |
50,826
-6,844
| -12% | -$2.35M | 0.57% | 33 |
|
|
2022
Q4 | $21.1M | Sell |
57,670
-7,250
| -11% | -$2.65M | 0.74% | 26 |
|
|
2022
Q3 | $21M | Buy |
64,920
+1,308
| +2% | +$423K | 0.85% | 19 |
|
|
2022
Q2 | $20.6M | Buy |
63,612
+18,558
| +41% | +$6.02M | 0.83% | 19 |
|
|
2022
Q1 | $12.9M | Sell |
45,054
-328
| -0.7% | -$93.9K | 0.55% | 24 |
|
|
2021
Q4 | $12.5M | Sell |
45,382
-3,477
| -7% | -$960K | 0.53% | 24 |
|
|
2021
Q3 | $11.3M | Buy |
48,859
+8,027
| +20% | +$1.85M | 0.52% | 22 |
|
|
2021
Q2 | $9.37M | Sell |
40,832
-2,006
| -5% | -$460K | 0.44% | 26 |
|
|
2021
Q1 | $8M | Sell |
42,838
-15,458
| -27% | -$2.89M | 0.4% | 30 |
|
|
2020
Q4 | $9.84M | Buy |
58,296
+1,649
| +3% | +$278K | 0.49% | 26 |
|
|
2020
Q3 | $8.39M | Buy |
56,647
+21,697
| +62% | +$3.21M | 0.49% | 29 |
|
|
2020
Q2 | $5.74M | Buy |
34,950
+136
| +0.4% | +$22.3K | 0.37% | 34 |
|
|
2020
Q1 | $4.83M | Buy |
34,814
+831
| +2% | +$115K | 0.4% | 32 |
|
|
2019
Q4 | $4.47M | Buy |
33,983
+531
| +2% | +$69.8K | 0.32% | 41 |
|
|
2019
Q3 | $3.74M | Buy |
33,452
+43
| +0.1% | +$4.81K | 0.3% | 41 |
|
|
2019
Q2 | $3.7M | Sell |
33,409
-26,121
| -44% | -$2.89M | 0.3% | 45 |
|
|
2019
Q1 | $7.73M | Buy |
+59,530
| New | +$7.73M | 0.64% | 22 |
|
|
2018
Q4 | – | Sell |
-60,147
| Closed | -$6.45M | – | 239 |
|
|
2018
Q3 | $6.45M | Sell |
60,147
-131
| -0.2% | -$14.1K | 0.57% | 22 |
|
|
2018
Q2 | $5.14M | Sell |
60,278
-794
| -1% | -$67.7K | 0.5% | 23 |
|
|
2018
Q1 | $4.73M | Buy |
+61,072
| New | +$4.73M | 0.47% | 26 |
|
|
2017
Q3 | – | Sell |
-47,932
| Closed | -$3.95M | – | 229 |
|
|
2017
Q2 | $3.95M | Buy |
+47,932
| New | +$3.95M | 0.45% | 29 |
|
|
2014
Q3 | – | Sell |
-4,501
| Closed | -$280K | – | 144 |
|
|
2014
Q2 | $280K | Buy |
+4,501
| New | +$280K | 0.05% | 116 |
|