NWM
Northwest Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
851
-373
| -30% | -$291K | 0.12% | 87 |
|
|
2025
Q1 | $1.01M | Buy |
1,224
+40
| +3% | +$33K | 0.2% | 70 |
|
|
2024
Q4 | $914K | Buy |
1,184
+113
| +11% | +$87.2K | 0.19% | 72 |
|
|
2024
Q3 | $949K | Sell |
1,071
-17
| -2% | -$15.1K | 0.22% | 72 |
|
|
2024
Q2 | $985K | Buy |
1,088
+16
| +1% | +$14.5K | 0.26% | 70 |
|
|
2024
Q1 | $834K | Buy |
1,072
+177
| +20% | +$138K | 0.23% | 77 |
|
|
2023
Q4 | $522K | Buy |
895
+211
| +31% | +$123K | 0.16% | 89 |
|
|
2023
Q3 | $367K | Sell |
684
-3
| -0.4% | -$1.61K | 0.13% | 98 |
|
|
2023
Q2 | $322K | Sell |
687
-33
| -5% | -$15.5K | 0.12% | 110 |
|
|
2023
Q1 | $247K | Sell |
720
-38
| -5% | -$13.1K | 0.09% | 128 |
|
|
2022
Q4 | $277K | Sell |
758
-397
| -34% | -$145K | 0.12% | 114 |
|
|
2022
Q3 | $373K | Buy |
1,155
+89
| +8% | +$28.7K | 0.16% | 104 |
|
|
2022
Q2 | $346K | Buy |
1,066
+158
| +17% | +$51.3K | 0.15% | 109 |
|
|
2022
Q1 | $260K | Buy |
908
+120
| +15% | +$34.4K | 0.13% | 113 |
|
|
2021
Q4 | $218K | Buy |
+788
| New | +$218K | 0.1% | 117 |
|
|
2019
Q2 | – | Sell |
-935
| Closed | -$121K | – | 321 |
|
|
2019
Q1 | $121K | Hold |
935
| – | – | 0.09% | 142 |
|
|
2018
Q4 | $108K | Hold |
935
| – | – | 0.09% | 134 |
|
|
2018
Q3 | $100K | Hold |
935
| – | – | 0.07% | 153 |
|
|
2018
Q2 | $80K | Hold |
935
| – | – | 0.06% | 170 |
|
|
2018
Q1 | $72K | Buy |
+935
| New | +$72K | 0.05% | 183 |
|