RWB
RMR Wealth Builders’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
5,194
+277
| +6% | +$216K | 0.37% | 37 |
|
|
2025
Q1 | $4.06M | Buy |
4,917
+231
| +5% | +$191K | 0.43% | 35 |
|
|
2024
Q4 | $3.62M | Buy |
4,686
+107
| +2% | +$82.6K | 0.37% | 35 |
|
|
2024
Q3 | $4.06M | Buy |
4,579
+113
| +3% | +$100K | 0.43% | 33 |
|
|
2024
Q2 | $4.04M | Buy |
4,466
+294
| +7% | +$266K | 0.46% | 32 |
|
|
2024
Q1 | $3.25M | Buy |
4,172
+650
| +18% | +$506K | 0.39% | 37 |
|
|
2023
Q4 | $2.05M | Buy |
3,522
+364
| +12% | +$212K | 0.29% | 44 |
|
|
2023
Q3 | $1.7M | Buy |
3,158
+1,118
| +55% | +$601K | 0.27% | 45 |
|
|
2023
Q2 | $957K | Buy |
2,040
+867
| +74% | +$407K | 0.16% | 64 |
|
|
2023
Q1 | $403K | Buy |
1,173
+5
| +0.4% | +$1.72K | 0.08% | 129 |
|
|
2022
Q4 | $427K | Buy |
1,168
+465
| +66% | +$170K | 0.1% | 110 |
|
|
2022
Q3 | $227K | Buy |
703
+76
| +12% | +$24.5K | 0.06% | 169 |
|
|
2022
Q2 | $203K | Buy |
+627
| New | +$203K | 0.05% | 187 |
|
|
2021
Q2 | – | Sell |
-1,353
| Closed | -$253K | – | 456 |
|
|
2021
Q1 | $253K | Buy |
+1,353
| New | +$253K | 0.07% | 157 |
|
|
2020
Q4 | – | Sell |
-1,399
| Closed | -$207K | – | 541 |
|
|
2020
Q3 | $207K | Buy |
+1,399
| New | +$207K | 0.05% | 195 |
|