RSWM
Robertson Stephens Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Buy |
7,253
+1,278
| +21% | +$996K | 0.18% | 92 |
|
|
2025
Q1 | $4.93M | Buy |
5,975
+484
| +9% | +$400K | 0.17% | 104 |
|
|
2024
Q4 | $4.24M | Sell |
5,491
-80
| -1% | -$61.8K | 0.15% | 124 |
|
|
2024
Q3 | $4.94M | Buy |
5,571
+69
| +1% | +$61.1K | 0.18% | 113 |
|
|
2024
Q2 | $4.98M | Buy |
5,502
+491
| +10% | +$445K | 0.25% | 73 |
|
|
2024
Q1 | $3.9M | Buy |
5,011
+866
| +21% | +$674K | 0.21% | 88 |
|
|
2023
Q4 | $2.42M | Buy |
4,145
+971
| +31% | +$566K | 0.15% | 124 |
|
|
2023
Q3 | $1.7M | Buy |
3,174
+594
| +23% | +$319K | 0.12% | 156 |
|
|
2023
Q2 | $1.21M | Sell |
2,580
-327
| -11% | -$153K | 0.09% | 172 |
|
|
2023
Q1 | $998K | Buy |
2,907
+380
| +15% | +$131K | 0.08% | 198 |
|
|
2022
Q4 | $924K | Sell |
2,527
-1,128
| -31% | -$413K | 0.09% | 183 |
|
|
2022
Q3 | $1.18M | Sell |
3,655
-400
| -10% | -$129K | 0.12% | 134 |
|
|
2022
Q2 | $1.31M | Sell |
4,055
-2,067
| -34% | -$670K | 0.12% | 135 |
|
|
2022
Q1 | $1.75M | Buy |
6,122
+1,741
| +40% | +$499K | 0.15% | 123 |
|
|
2021
Q4 | $1.21M | Buy |
4,381
+3,445
| +368% | +$951K | 0.1% | 163 |
|
|
2021
Q3 | $216K | Buy |
+936
| New | +$216K | 0.02% | 295 |
|