SWM
Segment Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
4,452
+3,068
| +222% | +$2.39M | 0.22% | 82 |
|
|
2025
Q1 | $1.14M | Buy |
1,384
+87
| +7% | +$71.9K | 0.08% | 143 |
|
|
2024
Q4 | $1M | Sell |
1,297
-152
| -10% | -$117K | 0.07% | 150 |
|
|
2024
Q3 | $1.28M | Hold |
1,449
| – | – | 0.09% | 131 |
|
|
2024
Q2 | $1.31M | Sell |
1,449
-33
| -2% | -$29.9K | 0.1% | 129 |
|
|
2024
Q1 | $1.15M | Buy |
1,482
+219
| +17% | +$170K | 0.09% | 139 |
|
|
2023
Q4 | $736K | Sell |
1,263
-15
| -1% | -$8.74K | 0.07% | 154 |
|
|
2023
Q3 | $686K | Buy |
1,278
+65
| +5% | +$34.9K | 0.07% | 141 |
|
|
2023
Q2 | $569K | Buy |
1,213
+105
| +9% | +$49.2K | 0.06% | 146 |
|
|
2023
Q1 | $381K | Hold |
1,108
| – | – | 0.04% | 161 |
|
|
2022
Q4 | $405K | Hold |
1,108
| – | – | 0.05% | 157 |
|
|
2022
Q3 | $358K | Sell |
1,108
-92
| -8% | -$29.7K | 0.04% | 171 |
|
|
2022
Q2 | $389K | Sell |
1,200
-245
| -17% | -$79.4K | 0.05% | 161 |
|
|
2022
Q1 | $414K | Buy |
1,445
+5
| +0.3% | +$1.43K | 0.04% | 183 |
|
|
2021
Q4 | $398K | Buy |
+1,440
| New | +$398K | 0.04% | 184 |
|