KMWM
Keudell/Morrison Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
5,230
-85
| -2% | -$66.3K | 0.9% | 20 |
|
|
2025
Q1 | $4.39M | Buy |
5,315
+7
| +0.1% | +$5.78K | 1.04% | 20 |
|
|
2024
Q4 | $4.1M | Buy |
5,308
+302
| +6% | +$233K | 1.07% | 18 |
|
|
2024
Q3 | $4.44M | Buy |
5,006
+186
| +4% | +$165K | 1.2% | 15 |
|
|
2024
Q2 | $4.36M | Sell |
4,820
-141
| -3% | -$128K | 1.28% | 15 |
|
|
2024
Q1 | $3.86M | Buy |
4,961
+349
| +8% | +$272K | 1.17% | 19 |
|
|
2023
Q4 | $2.69M | Buy |
4,612
+868
| +23% | +$506K | 0.89% | 23 |
|
|
2023
Q3 | $2.01M | Buy |
3,744
+81
| +2% | +$43.5K | 0.61% | 29 |
|
|
2023
Q2 | $1.72M | Buy |
3,663
+90
| +3% | +$42.2K | 0.5% | 35 |
|
|
2023
Q1 | $1.23M | Buy |
3,573
+111
| +3% | +$38.1K | 0.36% | 51 |
|
|
2022
Q4 | $1.27M | Sell |
3,462
-194
| -5% | -$71K | 0.41% | 48 |
|
|
2022
Q3 | $1.18M | Sell |
3,656
-350
| -9% | -$113K | 0.44% | 44 |
|
|
2022
Q2 | $1.3M | Buy |
4,006
+20
| +0.5% | +$6.49K | 0.47% | 44 |
|
|
2022
Q1 | $1.14M | Sell |
3,986
-150
| -4% | -$42.9K | 0.48% | 54 |
|
|
2021
Q4 | $1.14M | Sell |
4,136
-76
| -2% | -$21K | 0.45% | 56 |
|
|
2021
Q3 | $973K | Buy |
4,212
+21
| +0.5% | +$4.85K | 0.42% | 59 |
|
|
2021
Q2 | $962K | Hold |
4,191
| – | – | 0.53% | 57 |
|
|
2021
Q1 | $783K | Hold |
4,191
| – | – | 0.45% | 63 |
|
|
2020
Q4 | $708K | Hold |
4,191
| – | – | 0.45% | 70 |
|
|
2020
Q3 | $620K | Sell |
4,191
-50
| -1% | -$7.4K | 0.4% | 67 |
|
|
2020
Q2 | $696K | Sell |
4,241
-6
| -0.1% | -$985 | 0.58% | 63 |
|
|
2020
Q1 | $589K | Buy |
4,247
+522
| +14% | +$72.4K | 0.58% | 63 |
|
|
2019
Q4 | $490K | Hold |
3,725
| – | – | 0.34% | 83 |
|
|
2019
Q3 | $417K | Hold |
3,725
| – | – | 0.34% | 86 |
|
|
2019
Q2 | $414K | Sell |
3,725
-500
| -12% | -$55.6K | 0.36% | 82 |
|
|
2019
Q1 | $548K | Buy |
+4,225
| New | +$548K | 0.48% | 70 |
|