HWM
HighMark Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
1,718
-7
| -0.4% | -$5.46K | 0.65% | 21 |
|
|
2025
Q1 | $1.42M | Sell |
1,725
-37
| -2% | -$30.6K | 0.84% | 17 |
|
|
2024
Q4 | $1.36M | Sell |
1,762
-476
| -21% | -$368K | 0.78% | 17 |
|
|
2024
Q3 | $1.98M | Buy |
2,238
+23
| +1% | +$20.4K | 1.09% | 13 |
|
|
2024
Q2 | $2.01M | Buy |
2,215
+7
| +0.3% | +$6.34K | 1.21% | 10 |
|
|
2024
Q1 | $1.72M | Buy |
2,208
+193
| +10% | +$151K | 1.07% | 10 |
|
|
2023
Q4 | $1.17M | Hold |
2,015
| – | – | 0.87% | 11 |
|
|
2023
Q3 | $1.08M | Sell |
2,015
-28
| -1% | -$15K | 0.9% | 14 |
|
|
2023
Q2 | $958K | Hold |
2,043
| – | – | 0.72% | 20 |
|
|
2023
Q1 | $702K | Buy |
2,043
+23
| +1% | +$7.9K | 0.55% | 25 |
|
|
2022
Q4 | $739K | Buy |
2,020
+2
| +0.1% | +$732 | 0.56% | 24 |
|
|
2022
Q3 | $652K | Hold |
2,018
| – | – | 0.56% | 20 |
|
|
2022
Q2 | $654K | Hold |
2,018
| – | – | 0.53% | 22 |
|
|
2022
Q1 | $578K | Buy |
2,018
+16
| +0.8% | +$4.58K | 0.39% | 23 |
|
|
2021
Q4 | $553K | Hold |
2,002
| – | – | 0.35% | 29 |
|
|
2021
Q3 | $462K | Hold |
2,002
| – | – | 0.34% | 31 |
|
|
2021
Q2 | $459K | Hold |
2,002
| – | – | 0.34% | 30 |
|
|
2021
Q1 | $374K | Hold |
2,002
| – | – | 0.3% | 33 |
|
|
2020
Q4 | $338K | Buy |
2,002
+10
| +0.5% | +$1.69K | 0.29% | 30 |
|
|
2020
Q3 | $295K | Buy |
1,992
+10
| +0.5% | +$1.48K | 0.27% | 33 |
|
|
2020
Q2 | $325K | Buy |
1,982
+10
| +0.5% | +$1.64K | 0.36% | 27 |
|
|
2020
Q1 | $273K | Buy |
1,972
+11
| +0.6% | +$1.52K | 0.33% | 23 |
|
|
2019
Q4 | $257K | Buy |
+1,961
| New | +$257K | 0.27% | 29 |
|