IFWM
Institute for Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
5,944
-222
| -4% | -$173K | 0.52% | 38 |
|
|
2025
Q1 | $5.09M | Sell |
6,166
-214
| -3% | -$177K | 0.65% | 30 |
|
|
2024
Q4 | $4.93M | Sell |
6,380
-318
| -5% | -$246K | 0.62% | 28 |
|
|
2024
Q3 | $5.93M | Buy |
6,698
+161
| +2% | +$143K | 0.75% | 19 |
|
|
2024
Q2 | $5.92M | Sell |
6,537
-202
| -3% | -$183K | 0.79% | 14 |
|
|
2024
Q1 | $5.24M | Buy |
6,739
+100
| +2% | +$77.8K | 0.68% | 20 |
|
|
2023
Q4 | $3.87M | Sell |
6,639
-126
| -2% | -$73.4K | 0.63% | 32 |
|
|
2023
Q3 | $3.63M | Buy |
6,765
+76
| +1% | +$40.8K | 0.66% | 25 |
|
|
2023
Q2 | $3.14M | Sell |
6,689
-24
| -0.4% | -$11.3K | 0.53% | 36 |
|
|
2023
Q1 | $2.31M | Sell |
6,713
-201
| -3% | -$69K | 0.44% | 47 |
|
|
2022
Q4 | $2.53M | Sell |
6,914
-46
| -0.7% | -$16.8K | 0.53% | 41 |
|
|
2022
Q3 | $2.25M | Sell |
6,960
-1
| -0% | -$323 | 0.51% | 41 |
|
|
2022
Q2 | $2.26M | Sell |
6,961
-71
| -1% | -$23K | 0.44% | 47 |
|
|
2022
Q1 | $2.01M | Hold |
7,032
| – | – | 0.33% | 73 |
|
|
2021
Q4 | $1.94M | Sell |
7,032
-48
| -0.7% | -$13.3K | 0.32% | 78 |
|
|
2021
Q3 | $1.64M | Sell |
7,080
-30
| -0.4% | -$6.93K | 0.29% | 89 |
|
|
2021
Q2 | $1.63M | Buy |
7,110
+113
| +2% | +$25.9K | 0.29% | 89 |
|
|
2021
Q1 | $1.31M | Buy |
6,997
+267
| +4% | +$49.9K | 0.25% | 104 |
|
|
2020
Q4 | $1.14M | Buy |
6,730
+664
| +11% | +$112K | 0.23% | 108 |
|
|
2020
Q3 | $898K | Sell |
6,066
-1,063
| -15% | -$157K | 0.21% | 125 |
|
|
2020
Q2 | $1.17M | Sell |
7,129
-522
| -7% | -$85.7K | 0.29% | 92 |
|
|
2020
Q1 | $1.06M | Sell |
7,651
-271
| -3% | -$37.6K | 0.33% | 77 |
|
|
2019
Q4 | $1.04M | Sell |
7,922
-155
| -2% | -$20.4K | 0.24% | 115 |
|
|
2019
Q3 | $903K | Sell |
8,077
-2,875
| -26% | -$321K | 0.23% | 132 |
|
|
2019
Q2 | $1.21M | Sell |
10,952
-115
| -1% | -$12.7K | 0.27% | 105 |
|
|
2019
Q1 | $1.44M | Buy |
+11,067
| New | +$1.44M | 0.31% | 75 |
|
|
2018
Q4 | – | Sell |
-12,085
| Closed | -$1.29M | – | 306 |
|
|
2018
Q3 | $1.29M | Sell |
12,085
-277
| -2% | -$29.5K | 0.43% | 81 |
|
|
2018
Q2 | $1.06M | Sell |
12,362
-60
| -0.5% | -$5.15K | 0.34% | 102 |
|
|
2018
Q1 | $1M | Buy |
12,422
+423
| +4% | +$34.2K | 0.3% | 123 |
|
|
2017
Q4 | $1.01M | Sell |
11,999
-1,395
| -10% | -$117K | 0.23% | 129 |
|
|
2017
Q3 | $1.15M | Buy |
13,394
+421
| +3% | +$36.1K | 0.37% | 89 |
|
|
2017
Q2 | $1.06M | Buy |
+12,973
| New | +$1.06M | 0.29% | 101 |
|