GWMIA
Global Wealth Management Investment Advisory’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Sell |
6,001
-198
| -3% | -$154K | 0.88% | 37 |
|
|
2025
Q1 | $5.12M | Buy |
6,199
+8
| +0.1% | +$6.61K | 1.02% | 28 |
|
|
2024
Q4 | $4.78M | Buy |
6,191
+52
| +0.8% | +$40.1K | 0.99% | 29 |
|
|
2024
Q3 | $5.44M | Buy |
6,139
+58
| +1% | +$51.4K | 1.17% | 21 |
|
|
2024
Q2 | $5.51M | Buy |
6,081
+203
| +3% | +$184K | 1.28% | 19 |
|
|
2024
Q1 | $4.57M | Buy |
5,878
+89
| +2% | +$69.2K | 1.12% | 23 |
|
|
2023
Q4 | $3.37M | Sell |
5,789
-99
| -2% | -$57.7K | 0.87% | 42 |
|
|
2023
Q3 | $3.16M | Sell |
5,888
-739
| -11% | -$397K | 0.89% | 35 |
|
|
2023
Q2 | $3.11M | Buy |
6,627
+5,997
| +952% | +$2.81M | 0.85% | 41 |
|
|
2023
Q1 | $216K | Hold |
630
| – | – | 0.07% | 130 |
|
|
2022
Q4 | $230K | Buy |
+630
| New | +$230K | 0.08% | 124 |
|
|
2022
Q3 | – | Sell |
-603
| Closed | -$196K | – | 322 |
|
|
2022
Q2 | $196K | Hold |
603
| – | – | 0.07% | 135 |
|
|
2022
Q1 | $173K | Buy |
603
+3
| +0.5% | +$861 | 0.05% | 144 |
|
|
2021
Q4 | $166K | Hold |
600
| – | – | 0.05% | 144 |
|
|
2021
Q3 | $139K | Hold |
600
| – | – | 0.04% | 156 |
|
|
2021
Q2 | $138K | Hold |
600
| – | – | 0.05% | 156 |
|
|
2021
Q1 | $112K | Sell |
600
-34
| -5% | -$6.35K | 0.04% | 152 |
|
|
2020
Q4 | $107K | Sell |
634
-81
| -11% | -$13.7K | 0.04% | 136 |
|
|
2020
Q3 | $106K | Sell |
715
-313
| -30% | -$46.4K | 0.05% | 129 |
|
|
2020
Q2 | $169K | Hold |
1,028
| – | – | 0.07% | 119 |
|
|
2020
Q1 | $143K | Buy |
1,028
+103
| +11% | +$14.3K | 0.07% | 112 |
|
|
2019
Q4 | $122K | Sell |
925
-16
| -2% | -$2.11K | 0.05% | 133 |
|
|
2019
Q3 | $105K | Sell |
941
-82
| -8% | -$9.15K | 0.05% | 132 |
|
|
2019
Q2 | $113K | Buy |
1,023
+95
| +10% | +$10.5K | 0.05% | 128 |
|
|
2019
Q1 | $120K | Hold |
928
| – | – | 0.06% | 143 |
|
|
2018
Q4 | $107K | Buy |
+928
| New | +$107K | 0.06% | 168 |
|