JSA
Jacobson & Schmitt Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
+1,704
| New | +$1.33M | 0.24% | 44 |
|
|
2025
Q1 | – | Sell |
-1,953
| Closed | -$1.51M | – | 64 |
|
|
2024
Q4 | $1.51M | Sell |
1,953
-84
| -4% | -$64.8K | 0.29% | 44 |
|
|
2024
Q3 | $1.8M | Sell |
2,037
-3
| -0.1% | -$2.66K | 0.37% | 41 |
|
|
2024
Q2 | $1.85M | Buy |
+2,040
| New | +$1.85M | 0.42% | 38 |
|
|
2024
Q1 | – | Sell |
-1,775
| Closed | -$1.03M | – | 61 |
|
|
2023
Q4 | $1.03M | Sell |
1,775
-29
| -2% | -$16.9K | 0.26% | 42 |
|
|
2023
Q3 | $969K | Buy |
1,804
+29
| +2% | +$15.6K | 0.28% | 38 |
|
|
2023
Q2 | $832K | Hold |
1,775
| – | – | 0.24% | 40 |
|
|
2023
Q1 | $610K | Hold |
1,775
| – | – | 0.18% | 43 |
|
|
2022
Q4 | $574K | Hold |
1,775
| – | – | 0.18% | 39 |
|
|
2022
Q3 | $574K | Hold |
1,775
| – | – | 0.18% | 39 |
|
|
2022
Q2 | $576K | Hold |
1,775
| – | – | 0.18% | 38 |
|
|
2022
Q1 | $508K | Hold |
1,775
| – | – | 0.13% | 39 |
|
|
2021
Q4 | $490K | Buy |
+1,775
| New | +$490K | 0.12% | 39 |
|