LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Buy |
10,089
+19
| +0.2% | +$14.8K | 0.07% | 77 |
|
|
2025
Q1 | $8.35M | Buy |
10,070
+215
| +2% | +$178K | 0.08% | 72 |
|
|
2024
Q4 | $7.96M | Buy |
9,855
+2,660
| +37% | +$2.15M | 0.07% | 81 |
|
|
2024
Q3 | $6.41M | Sell |
7,195
-226
| -3% | -$201K | 0.06% | 89 |
|
|
2024
Q2 | $6.99M | Buy |
7,421
+164
| +2% | +$154K | 0.06% | 77 |
|
|
2024
Q1 | $5.31M | Sell |
7,257
-395
| -5% | -$289K | 0.05% | 81 |
|
|
2023
Q4 | $4.94M | Buy |
7,652
+272
| +4% | +$176K | 0.05% | 82 |
|
|
2023
Q3 | $4.28M | Buy |
7,380
+2,702
| +58% | +$1.57M | 0.05% | 84 |
|
|
2023
Q2 | $2.19M | Buy |
4,678
+530
| +13% | +$249K | 0.02% | 112 |
|
|
2023
Q1 | $1.42M | Hold |
4,148
| – | – | 0.02% | 130 |
|
|
2022
Q4 | $1.52M | Sell |
4,148
-145
| -3% | -$53K | 0.02% | 126 |
|
|
2022
Q3 | $1.39M | Buy |
4,293
+350
| +9% | +$113K | 0.02% | 131 |
|
|
2022
Q2 | $1.28M | Buy |
3,943
+93
| +2% | +$30.1K | 0.02% | 139 |
|
|
2022
Q1 | $1.1M | Buy |
3,850
+138
| +4% | +$39.5K | 0.01% | 153 |
|
|
2021
Q4 | $1.03M | Sell |
3,712
-45
| -1% | -$12.4K | 0.01% | 176 |
|
|
2021
Q3 | $868K | Buy |
3,757
+57
| +2% | +$13.2K | 0.01% | 177 |
|
|
2021
Q2 | $849K | Sell |
3,700
-52
| -1% | -$11.9K | 0.01% | 183 |
|
|
2021
Q1 | $701K | Buy |
3,752
+82
| +2% | +$15.3K | 0.01% | 184 |
|
|
2020
Q4 | $620K | Hold |
3,670
| – | – | 0.01% | 188 |
|
|
2020
Q3 | $543K | Hold |
3,670
| – | – | 0.01% | 182 |
|
|
2020
Q2 | $603K | Sell |
3,670
-765
| -17% | -$126K | 0.01% | 169 |
|
|
2020
Q1 | $615K | Sell |
4,435
-240
| -5% | -$33.3K | 0.01% | 162 |
|
|
2019
Q4 | $614K | Sell |
4,675
-96
| -2% | -$12.6K | 0.01% | 186 |
|
|
2019
Q3 | $534K | Sell |
4,771
-19
| -0.4% | -$2.13K | 0.01% | 194 |
|
|
2019
Q2 | $531K | Buy |
4,790
+245
| +5% | +$27.2K | 0.01% | 193 |
|
|
2019
Q1 | $590K | Buy |
4,545
+145
| +3% | +$18.8K | 0.01% | 185 |
|
|
2018
Q4 | $509K | Hold |
4,400
| – | – | 0.01% | 196 |
|
|
2018
Q3 | $472K | Hold |
4,400
| – | – | 0.01% | 209 |
|
|
2018
Q2 | $375K | Hold |
4,400
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $340K | Hold |
4,400
| – | – | 0.01% | 228 |
|
|
2017
Q4 | $372K | Sell |
4,400
-46
| -1% | -$3.89K | 0.01% | 224 |
|
|
2017
Q3 | $380K | Buy |
4,446
+46
| +1% | +$3.93K | 0.01% | 216 |
|
|
2017
Q2 | $364K | Sell |
4,400
-200
| -4% | -$16.5K | 0.01% | 215 |
|
|
2017
Q1 | $387K | Buy |
4,600
+200
| +5% | +$16.8K | 0.01% | 209 |
|
|
2016
Q4 | $324K | Hold |
4,400
| – | – | 0.01% | 224 |
|
|
2016
Q3 | $353K | Hold |
4,400
| – | – | 0.01% | 215 |
|
|
2016
Q2 | $347K | Buy |
4,400
+3,500
| +389% | +$276K | 0.01% | 209 |
|
|
2016
Q1 | $65K | Hold |
900
| – | – | ﹤0.01% | 361 |
|
|
2015
Q4 | $76K | Sell |
900
-1,901
| -68% | -$161K | ﹤0.01% | 367 |
|
|
2015
Q3 | $234K | Hold |
2,801
| – | – | 0.01% | 255 |
|
|
2015
Q2 | $234K | Sell |
2,801
-404
| -13% | -$33.8K | 0.01% | 255 |
|
|
2015
Q1 | $233K | Sell |
3,205
-500
| -13% | -$36.3K | 0.01% | 267 |
|
|
2014
Q4 | $256K | Buy |
3,705
+500
| +16% | +$34.5K | 0.01% | 251 |
|
|
2014
Q3 | $208K | Hold |
3,205
| – | – | 0.01% | 263 |
|
|
2014
Q2 | $199K | Hold |
3,205
| – | – | 0.01% | 277 |
|
|
2014
Q1 | $189K | Hold |
3,205
| – | – | 0.01% | 270 |
|
|
2013
Q4 | $163K | Sell |
3,205
-2,620
| -45% | -$133K | ﹤0.01% | 276 |
|
|
2013
Q3 | $293K | Sell |
5,825
-4,948
| -46% | -$249K | 0.01% | 217 |
|
|
2013
Q2 | $529K | Buy |
+10,773
| New | +$529K | 0.02% | 186 |
|