FWA
FSM Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
1,611
+127
| +9% | +$98.1K | 0.2% | 72 |
|
|
2025
Q1 | $1.23M | Buy |
1,484
+188
| +15% | +$155K | 0.28% | 51 |
|
|
2024
Q4 | $982K | Sell |
1,296
-110
| -8% | -$83.3K | 0.24% | 60 |
|
|
2024
Q3 | $1.25M | Buy |
1,406
+161
| +13% | +$143K | 0.33% | 49 |
|
|
2024
Q2 | $1.13M | Hold |
1,245
| – | – | 0.38% | 47 |
|
|
2024
Q1 | $968K | Sell |
1,245
-95
| -7% | -$73.9K | 0.34% | 51 |
|
|
2023
Q4 | $781K | Buy |
1,340
+16
| +1% | +$9.32K | 0.33% | 56 |
|
|
2023
Q3 | $711K | Buy |
1,324
+116
| +10% | +$62.3K | 0.36% | 55 |
|
|
2023
Q2 | $531K | Buy |
1,208
+244
| +25% | +$107K | 0.27% | 77 |
|
|
2023
Q1 | $331K | Buy |
964
+2
| +0.2% | +$687 | 0.19% | 103 |
|
|
2022
Q4 | $352K | Sell |
962
-78
| -8% | -$28.5K | 0.25% | 90 |
|
|
2022
Q3 | $336K | Sell |
1,040
-17
| -2% | -$5.49K | 0.28% | 89 |
|
|
2022
Q2 | $320K | Buy |
+1,057
| New | +$320K | 0.32% | 78 |
|