PWAG
Polaris Wealth Advisory Group’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.4M | Sell |
24,879
-3,767
| -13% | -$2.02M | 1.02% | 36 |
|
|
2023
Q2 | $13.4M | Sell |
28,646
-6,173
| -18% | -$2.9M | 1.02% | 37 |
|
|
2023
Q1 | $12M | Buy |
34,819
+28,108
| +419% | +$9.65M | 0.88% | 40 |
|
|
2022
Q4 | $2.42M | Sell |
6,711
-107
| -2% | -$38.6K | 0.18% | 88 |
|
|
2022
Q3 | $2.21M | Buy |
+6,818
| New | +$2.21M | 0.18% | 83 |
|
|
2022
Q2 | – | Sell |
-1,018
| Closed | -$314K | – | 160 |
|
|
2022
Q1 | $314K | Buy |
1,018
+7
| +0.7% | +$2.16K | 0.02% | 135 |
|
|
2021
Q4 | $279K | Hold |
1,011
| – | – | 0.02% | 152 |
|
|
2021
Q3 | $236K | Hold |
1,011
| – | – | 0.01% | 153 |
|
|
2021
Q2 | $234K | Buy |
+1,011
| New | +$234K | 0.01% | 152 |
|
|
2020
Q4 | – | Sell |
-1,377
| Closed | -$202K | – | 196 |
|
|
2020
Q3 | $202K | Hold |
1,377
| – | – | 0.02% | 149 |
|
|
2020
Q2 | $225K | Sell |
1,377
-100
| -7% | -$16.3K | 0.02% | 134 |
|
|
2020
Q1 | $205K | Sell |
1,477
-200
| -12% | -$27.8K | 0.02% | 110 |
|
|
2019
Q4 | $237K | Buy |
+1,677
| New | +$237K | 0.02% | 134 |
|
|
2019
Q1 | – | Sell |
-5,422
| Closed | -$627K | – | 161 |
|
|
2018
Q4 | $627K | Hold |
5,422
| – | – | 0.06% | 101 |
|
|
2018
Q3 | $582K | Buy |
+5,422
| New | +$582K | 0.04% | 106 |
|
|
2018
Q2 | – | Sell |
-5,422
| Closed | -$420K | – | 345 |
|
|
2018
Q1 | $420K | Hold |
5,422
| – | – | 0.03% | 111 |
|
|
2017
Q4 | $458K | Hold |
5,422
| – | – | 0.04% | 110 |
|
|
2017
Q3 | $464K | Hold |
5,422
| – | – | 0.04% | 101 |
|
|
2017
Q2 | $446K | Hold |
5,422
| – | – | 0.05% | 95 |
|
|
2017
Q1 | $456K | Hold |
5,422
| – | – | 0.05% | 86 |
|
|
2016
Q4 | $399K | Buy |
5,422
+200
| +4% | +$14.7K | 0.05% | 87 |
|
|
2016
Q3 | $419K | Sell |
5,222
-5,222
| -50% | -$419K | 0.05% | 81 |
|
|
2016
Q2 | $822K | Sell |
10,444
-215
| -2% | -$16.9K | 0.13% | 55 |
|
|
2016
Q1 | $768K | Buy |
10,659
+215
| +2% | +$15.5K | 0.12% | 57 |
|
|
2015
Q4 | $880K | Buy |
+10,444
| New | +$880K | 0.14% | 60 |
|
|
2015
Q1 | – | Sell |
-44,557
| Closed | -$3.07M | – | 87 |
|
|
2014
Q4 | $3.07M | Buy |
+44,557
| New | +$3.07M | 0.63% | 47 |
|