IWA
Inspirion Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
682
+6
| +0.9% | +$4.68K | 0.07% | 97 |
|
|
2025
Q1 | $558K | Buy |
676
+53
| +9% | +$43.8K | 0.08% | 87 |
|
|
2024
Q4 | $482K | Buy |
623
+24
| +4% | +$18.6K | 0.07% | 94 |
|
|
2024
Q3 | $531K | Buy |
599
+71
| +13% | +$62.9K | 0.07% | 92 |
|
|
2024
Q2 | $478K | Buy |
528
+1
| +0.2% | +$905 | 0.07% | 90 |
|
|
2024
Q1 | $410K | Buy |
527
+1
| +0.2% | +$778 | 0.07% | 99 |
|
|
2023
Q4 | $311K | Buy |
526
+6
| +1% | +$3.55K | 0.06% | 110 |
|
|
2023
Q3 | $279K | Sell |
520
-155
| -23% | -$83.3K | 0.05% | 113 |
|
|
2023
Q2 | $317K | Sell |
675
-1
| -0.1% | -$469 | 0.06% | 105 |
|
|
2023
Q1 | $232K | Sell |
676
-7
| -1% | -$2.4K | 0.05% | 124 |
|
|
2022
Q4 | $250K | Buy |
683
+2
| +0.3% | +$731 | 0.05% | 110 |
|
|
2022
Q3 | $220K | Buy |
681
+61
| +10% | +$19.7K | 0.05% | 108 |
|
|
2022
Q2 | $201K | Sell |
620
-99
| -14% | -$32.1K | 0.04% | 115 |
|
|
2022
Q1 | $206K | Buy |
+719
| New | +$206K | 0.04% | 104 |
|