IWC
Integrated Wealth Concepts’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Sell |
30,697
-632
| -2% | -$493K | 0.24% | 92 |
|
|
2025
Q1 | $25.9M | Buy |
31,329
+1,891
| +6% | +$1.56M | 0.3% | 73 |
|
|
2024
Q4 | $22.7M | Buy |
29,438
+1,519
| +5% | +$1.17M | 0.26% | 89 |
|
|
2024
Q3 | $24.7M | Buy |
27,919
+1,358
| +5% | +$1.2M | 0.3% | 74 |
|
|
2024
Q2 | $24M | Sell |
26,561
-753
| -3% | -$682K | 0.33% | 69 |
|
|
2024
Q1 | $21.3M | Buy |
27,314
+870
| +3% | +$677K | 0.31% | 70 |
|
|
2023
Q4 | $15.4M | Buy |
26,444
+162
| +0.6% | +$94.4K | 0.25% | 94 |
|
|
2023
Q3 | $14.1M | Buy |
26,282
+641
| +2% | +$344K | 0.25% | 100 |
|
|
2023
Q2 | $12M | Buy |
25,641
+1,659
| +7% | +$778K | 0.21% | 120 |
|
|
2023
Q1 | $8.24M | Buy |
23,982
+2,149
| +10% | +$738K | 0.17% | 131 |
|
|
2022
Q4 | $7.99M | Buy |
21,833
+165
| +0.8% | +$60.4K | 0.22% | 97 |
|
|
2022
Q3 | $7.01M | Buy |
21,668
+226
| +1% | +$73.1K | 0.22% | 94 |
|
|
2022
Q2 | $6.95M | Buy |
21,442
+3,465
| +19% | +$1.12M | 0.22% | 101 |
|
|
2022
Q1 | $5.15M | Buy |
17,977
+722
| +4% | +$207K | 0.16% | 126 |
|
|
2021
Q4 | $4.77M | Buy |
17,255
+1,613
| +10% | +$446K | 0.14% | 130 |
|
|
2021
Q3 | $3.61M | Buy |
15,642
+1,738
| +13% | +$402K | 0.12% | 155 |
|
|
2021
Q2 | $3.19M | Buy |
13,904
+645
| +5% | +$148K | 0.11% | 158 |
|
|
2021
Q1 | $2.48M | Buy |
13,259
+7,084
| +115% | +$1.32M | 0.1% | 161 |
|
|
2020
Q4 | $1.04M | Buy |
6,175
+1,482
| +32% | +$250K | 0.05% | 245 |
|
|
2020
Q3 | $695K | Buy |
4,693
+1,132
| +32% | +$168K | 0.04% | 281 |
|
|
2020
Q2 | $585K | Buy |
3,561
+289
| +9% | +$47.5K | 0.04% | 254 |
|
|
2020
Q1 | $454K | Sell |
3,272
-1,517
| -32% | -$210K | 0.04% | 237 |
|
|
2019
Q4 | $629K | Buy |
4,789
+681
| +17% | +$89.4K | 0.05% | 232 |
|
|
2019
Q3 | $459K | Buy |
4,108
+174
| +4% | +$19.4K | 0.05% | 223 |
|
|
2019
Q2 | $421K | Buy |
3,934
+418
| +12% | +$44.7K | 0.06% | 207 |
|
|
2019
Q1 | $456K | Buy |
3,516
+132
| +4% | +$17.1K | 0.08% | 182 |
|
|
2018
Q4 | $392K | Buy |
3,384
+898
| +36% | +$104K | 0.11% | 148 |
|
|
2018
Q3 | $268K | Buy |
2,486
+120
| +5% | +$12.9K | 0.08% | 199 |
|
|
2018
Q2 | $103K | Buy |
+2,366
| New | +$103K | 0.04% | 225 |
|