JWM
Jackson Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
432
| – | – | 0.04% | 132 |
|
|
2025
Q1 | $357K | Sell |
432
-5,853
| -93% | -$4.84M | 0.04% | 134 |
|
|
2024
Q4 | $4.85M | Sell |
6,285
-344
| -5% | -$266K | 0.55% | 45 |
|
|
2024
Q3 | $5.87M | Buy |
6,629
+2,723
| +70% | +$2.41M | 0.7% | 40 |
|
|
2024
Q2 | $3.54M | Sell |
3,906
-2,589
| -40% | -$2.34M | 0.76% | 34 |
|
|
2024
Q1 | $5.05M | Buy |
6,495
+164
| +3% | +$128K | 0.63% | 41 |
|
|
2023
Q4 | $3.69M | Sell |
6,331
-68
| -1% | -$39.6K | 0.49% | 47 |
|
|
2023
Q3 | $3.44M | Buy |
6,399
+47
| +0.7% | +$25.2K | 0.49% | 46 |
|
|
2023
Q2 | $2.98M | Sell |
6,352
-166
| -3% | -$77.9K | 0.44% | 51 |
|
|
2023
Q1 | $2.24M | Sell |
6,518
-508
| -7% | -$174K | 1.68% | 18 |
|
|
2022
Q4 | $2.57M | Sell |
7,026
-7,514
| -52% | -$2.75M | 0.94% | 37 |
|
|
2022
Q3 | $4.7M | Buy |
14,540
+11,832
| +437% | +$3.83M | 0.93% | 28 |
|
|
2022
Q2 | $878K | Sell |
2,708
-4,323
| -61% | -$1.4M | 0.41% | 56 |
|
|
2022
Q1 | $2.01M | Buy |
7,031
+64
| +0.9% | +$18.3K | 0.28% | 76 |
|
|
2021
Q4 | $1.92M | Buy |
+6,967
| New | +$1.92M | 0.24% | 86 |
|