LWM
Lakeridge Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
1,615
+12
| +0.7% | +$9.36K | 0.58% | 32 |
|
|
2025
Q1 | $1.32M | Sell |
1,603
-42
| -3% | -$34.7K | 0.66% | 30 |
|
|
2024
Q4 | $1.27M | Sell |
1,645
-10
| -0.6% | -$7.72K | 0.66% | 31 |
|
|
2024
Q3 | $1.47M | Buy |
1,655
+1
| +0.1% | +$886 | 0.81% | 25 |
|
|
2024
Q2 | $1.5M | Sell |
1,654
-90
| -5% | -$81.5K | 0.9% | 23 |
|
|
2024
Q1 | $1.36M | Buy |
1,744
+18
| +1% | +$14K | 0.88% | 24 |
|
|
2023
Q4 | $1.01M | Buy |
+1,726
| New | +$1.01M | 0.73% | 29 |
|