SIA
Schechter Investment Advisors’s Eli Lilly LLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $6.14M | Sell |
7,433
-290
| -4% | -$240K | 0.51% | 41 |
|
2024
Q4 | $5.96M | Buy |
7,723
+630
| +9% | +$486K | 0.46% | 47 |
|
2024
Q3 | $6.28M | Buy |
7,093
+13
| +0.2% | +$11.5K | 0.46% | 42 |
|
2024
Q2 | $6.41M | Buy |
7,080
+14
| +0.2% | +$12.7K | 0.48% | 41 |
|
2024
Q1 | $5.5M | Buy |
7,066
+64
| +0.9% | +$49.8K | 0.41% | 44 |
|
2023
Q4 | $4.08M | Buy |
7,002
+5
| +0.1% | +$2.92K | 0.35% | 55 |
|
2023
Q3 | $3.76M | Buy |
6,997
+574
| +9% | +$308K | 0.36% | 49 |
|
2023
Q2 | $3.01M | Buy |
6,423
+398
| +7% | +$187K | 0.27% | 65 |
|
2023
Q1 | $2.07M | Buy |
6,025
+667
| +12% | +$229K | 0.19% | 102 |
|
2022
Q4 | $1.96M | Sell |
5,358
-1,826
| -25% | -$668K | 0.18% | 120 |
|
2022
Q3 | $2.32M | Buy |
7,184
+2,299
| +47% | +$744K | 0.23% | 73 |
|
2022
Q2 | $1.58M | Buy |
4,885
+521
| +12% | +$169K | 0.15% | 139 |
|
2022
Q1 | $1.25M | Buy |
4,364
+846
| +24% | +$242K | 0.12% | 221 |
|
2021
Q4 | $971K | Buy |
+3,518
| New | +$971K | 0.09% | 312 |
|