LGWM
Litman Gregory Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-250
| Closed | -$206K | – | 141 |
|
|
2025
Q1 | $206K | Buy |
+250
| New | +$206K | 0.02% | 133 |
|
|
2024
Q4 | – | Sell |
-250
| Closed | -$221K | – | 141 |
|
|
2024
Q3 | $221K | Hold |
250
| – | – | 0.02% | 132 |
|
|
2024
Q2 | $226K | Buy |
+250
| New | +$226K | 0.02% | 125 |
|
|
2021
Q2 | – | Sell |
-25
| Closed | -$5K | – | 135 |
|
|
2021
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 164 |
|
|
2020
Q4 | $4K | Sell |
25
-29
| -54% | -$4.64K | ﹤0.01% | 172 |
|
|
2020
Q3 | $8K | Buy |
54
+29
| +116% | +$4.3K | ﹤0.01% | 153 |
|
|
2020
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 152 |
|
|
2020
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 146 |
|
|
2019
Q4 | $3K | Sell |
25
-200
| -89% | -$24K | ﹤0.01% | 191 |
|
|
2019
Q3 | $25K | Sell |
225
-200
| -47% | -$22.2K | 0.01% | 97 |
|
|
2019
Q2 | $47K | Buy |
+425
| New | +$47K | 0.01% | 91 |
|