PWM
PBMares Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
687
+73
| +12% | +$56.9K | 0.1% | 102 |
|
|
2025
Q1 | $507K | Buy |
614
+14
| +2% | +$11.6K | 0.1% | 109 |
|
|
2024
Q4 | $463K | Buy |
600
+107
| +22% | +$82.6K | 0.09% | 115 |
|
|
2024
Q3 | $437K | Buy |
493
+43
| +10% | +$38.1K | 0.09% | 118 |
|
|
2024
Q2 | $407K | Sell |
450
-32
| -7% | -$29K | 0.1% | 118 |
|
|
2024
Q1 | $375K | Sell |
482
-742
| -61% | -$577K | 0.1% | 125 |
|
|
2023
Q4 | $713K | Hold |
1,224
| – | – | 0.21% | 75 |
|
|
2023
Q3 | $657K | Hold |
1,224
| – | – | 0.24% | 76 |
|
|
2023
Q2 | $574K | Hold |
1,224
| – | – | 0.21% | 86 |
|
|
2023
Q1 | $420K | Hold |
1,224
| – | – | 0.16% | 111 |
|
|
2022
Q4 | $448K | Sell |
1,224
-408
| -25% | -$149K | 0.18% | 96 |
|
|
2022
Q3 | $528K | Sell |
1,632
-202
| -11% | -$65.4K | 0.23% | 84 |
|
|
2022
Q2 | $595K | Hold |
1,834
| – | – | 0.26% | 71 |
|
|
2022
Q1 | $525K | Sell |
1,834
-55
| -3% | -$15.7K | 0.32% | 85 |
|
|
2021
Q4 | $522K | Hold |
1,889
| – | – | 0.22% | 88 |
|
|
2021
Q3 | $436K | Buy |
1,889
+199
| +12% | +$45.9K | 0.21% | 94 |
|
|
2021
Q2 | $388K | Hold |
1,690
| – | – | 0.21% | 101 |
|
|
2021
Q1 | $316K | Buy |
1,690
+8
| +0.5% | +$1.5K | 0.26% | 106 |
|
|
2020
Q4 | $284K | Buy |
+1,682
| New | +$284K | 0.33% | 95 |
|
|
2020
Q3 | – | Sell |
-1,282
| Closed | -$210K | – | 112 |
|
|
2020
Q2 | $210K | Buy |
+1,282
| New | +$210K | 0.32% | 101 |
|