Schneider Downs Wealth Management Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-239
| Closed | -$212K | – | 143 |
|
|
2024
Q3 | $212K | Sell |
239
-2
| -0.8% | -$1.77K | 0.04% | 133 |
|
|
2024
Q2 | $218K | Sell |
241
-64
| -21% | -$57.9K | 0.05% | 122 |
|
|
2024
Q1 | $237K | Sell |
305
-119
| -28% | -$92.6K | 0.05% | 119 |
|
|
2023
Q4 | $247K | Buy |
+424
| New | +$247K | 0.06% | 99 |
|
|
2022
Q4 | – | Sell |
-760
| Closed | -$246K | – | 136 |
|
|
2022
Q3 | $246K | Sell |
760
-19
| -2% | -$6.15K | 0.07% | 107 |
|
|
2022
Q2 | $253K | Sell |
779
-30
| -4% | -$9.74K | 0.07% | 113 |
|
|
2022
Q1 | $232K | Sell |
809
-482
| -37% | -$138K | 0.06% | 134 |
|
|
2021
Q4 | $357K | Sell |
1,291
-185
| -13% | -$51.2K | 0.09% | 103 |
|
|
2021
Q3 | $341K | Buy |
1,476
+472
| +47% | +$109K | 0.09% | 96 |
|
|
2021
Q2 | $230K | Buy |
+1,004
| New | +$230K | 0.06% | 127 |
|