HWA
HCR Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
1,252
-8
| -0.6% | -$6.24K | 0.11% | 103 |
|
|
2025
Q1 | $1.04M | Hold |
1,260
| – | – | 0.14% | 95 |
|
|
2024
Q4 | $973K | Sell |
1,260
-165
| -12% | -$127K | 0.12% | 101 |
|
|
2024
Q3 | $1.26M | Sell |
1,425
-30
| -2% | -$26.6K | 0.17% | 92 |
|
|
2024
Q2 | $1.32M | Sell |
1,455
-120
| -8% | -$109K | 0.19% | 79 |
|
|
2024
Q1 | $1.23M | Buy |
1,575
+314
| +25% | +$244K | 0.19% | 80 |
|
|
2023
Q4 | $735K | Buy |
1,261
+115
| +10% | +$67.1K | 0.12% | 105 |
|
|
2023
Q3 | $615K | Sell |
1,146
-113
| -9% | -$60.7K | 0.13% | 93 |
|
|
2023
Q2 | $590K | Sell |
1,259
-45
| -3% | -$21.1K | 0.11% | 104 |
|
|
2023
Q1 | $448K | Buy |
1,304
+104
| +9% | +$35.7K | 0.09% | 117 |
|
|
2022
Q4 | $439K | Buy |
1,200
+12
| +1% | +$4.39K | 0.09% | 117 |
|
|
2022
Q3 | $384K | Buy |
1,188
+74
| +7% | +$23.9K | 0.08% | 121 |
|
|
2022
Q2 | $361K | Hold |
1,114
| – | – | 0.07% | 131 |
|
|
2022
Q1 | $319K | Hold |
1,114
| – | – | 0.05% | 153 |
|
|
2021
Q4 | $308K | Hold |
1,114
| – | – | 0.05% | 161 |
|
|
2021
Q3 | $257K | Sell |
1,114
-43
| -4% | -$9.92K | 0.04% | 173 |
|
|
2021
Q2 | $266K | Buy |
1,157
+33
| +3% | +$7.59K | 0.05% | 165 |
|
|
2021
Q1 | $210K | Sell |
1,124
-271
| -19% | -$50.6K | 0.04% | 171 |
|
|
2020
Q4 | $236K | Buy |
+1,395
| New | +$236K | 0.05% | 163 |
|
|
2020
Q3 | – | Sell |
-1,329
| Closed | -$217K | – | 252 |
|
|
2020
Q2 | $217K | Buy |
+1,329
| New | +$217K | 0.05% | 143 |
|