IWA
IBEX Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81M | Buy |
12,586
+241
| +2% | +$188K | 1.05% | 28 |
|
|
2025
Q1 | $10.2M | Buy |
12,345
+710
| +6% | +$586K | 1.35% | 25 |
|
|
2024
Q4 | $8.98M | Buy |
+11,635
| New | +$8.98M | 1.06% | 26 |
|
|
2024
Q3 | – | Sell |
-11,792
| Closed | -$10.7M | – | 188 |
|
|
2024
Q2 | $10.7M | Buy |
11,792
+5,408
| +85% | +$4.9M | 1.67% | 12 |
|
|
2024
Q1 | $2.34M | Buy |
6,384
+6,374
| +63,740% | +$2.33M | 0.63% | 53 |
|
|
2023
Q4 | $5.74K | Sell |
10
-8,958
| -100% | -$5.14M | 1.25% | 29 |
|
|
2023
Q3 | $4.82M | Buy |
+8,968
| New | +$4.82M | 1.23% | 29 |
|
|
2023
Q1 | – | Sell |
-6,384
| Closed | -$2.34M | – | 131 |
|
|
2022
Q4 | $2.34M | Buy |
6,384
+166
| +3% | +$60.7K | 0.53% | 59 |
|
|
2022
Q3 | $2.01M | Sell |
6,218
-46
| -0.7% | -$14.9K | 0.52% | 65 |
|
|
2022
Q2 | $2.03M | Sell |
6,264
-115
| -2% | -$37.3K | 0.47% | 76 |
|
|
2022
Q1 | $1.83M | Buy |
+6,379
| New | +$1.83M | 0.35% | 89 |
|
|
2021
Q4 | – | Sell |
-38
| Closed | -$9K | – | 331 |
|
|
2021
Q3 | $9K | Buy |
+38
| New | +$9K | ﹤0.01% | 362 |
|
|
2019
Q3 | – | Sell |
-45
| Closed | -$4K | – | 237 |
|
|
2019
Q2 | $4K | Sell |
45
-13,545
| -100% | -$1.2M | ﹤0.01% | 341 |
|
|
2019
Q1 | $1.76M | Buy |
+13,590
| New | +$1.76M | 0.62% | 70 |
|