SPWG
Sage Private Wealth Group’s Eli Lilly LLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Sell |
1,516
-13
| -0.9% | -$10.1K | 0.76% | 14 |
|
2025
Q1 | $1.26M | Sell |
1,529
-14
| -0.9% | -$11.6K | 0.96% | 10 |
|
2024
Q4 | $1.19M | Sell |
1,543
-95
| -6% | -$73.3K | 0.89% | 11 |
|
2024
Q3 | $1.45M | Sell |
1,638
-33
| -2% | -$29.2K | 1.14% | 8 |
|
2024
Q2 | $1.51M | Sell |
1,671
-59
| -3% | -$53.4K | 1.27% | 8 |
|
2024
Q1 | $1.35M | Buy |
1,730
+19
| +1% | +$14.8K | 1.08% | 12 |
|
2023
Q4 | $997K | Buy |
+1,711
| New | +$997K | 0.89% | 12 |
|