SWM
Selective Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-312
| Closed | -$232K | – | 108 |
|
|
2024
Q4 | $232K | Sell |
312
-3
| -1% | -$2.24K | 0.09% | 94 |
|
|
2024
Q3 | $288K | Hold |
315
| – | – | 0.12% | 87 |
|
|
2024
Q2 | $294K | Sell |
315
-16
| -5% | -$14.9K | 0.13% | 84 |
|
|
2024
Q1 | $252K | Buy |
+331
| New | +$252K | 0.11% | 92 |
|
|
2022
Q4 | – | Sell |
-116
| Closed | -$38K | – | 462 |
|
|
2022
Q3 | $38K | Sell |
116
-200
| -63% | -$65.5K | 0.02% | 330 |
|
|
2022
Q2 | $102K | Buy |
316
+200
| +172% | +$64.6K | 0.04% | 216 |
|
|
2022
Q1 | $33K | Buy |
+116
| New | +$33K | 0.01% | 378 |
|
|
2021
Q4 | – | Sell |
-116
| Closed | -$27K | – | 683 |
|
|
2021
Q3 | $27K | Hold |
116
| – | – | 0.01% | 336 |
|
|
2021
Q2 | $27K | Sell |
116
-50
| -30% | -$11.6K | 0.02% | 253 |
|
|
2021
Q1 | $31K | Buy |
166
+50
| +43% | +$9.34K | 0.03% | 159 |
|
|
2020
Q4 | $20K | Hold |
116
| – | – | 0.01% | 185 |
|
|
2020
Q3 | $17K | Sell |
116
-111
| -49% | -$16.3K | 0.01% | 168 |
|
|
2020
Q2 | $37K | Hold |
227
| – | – | 0.03% | 127 |
|
|
2020
Q1 | $31K | Hold |
227
| – | – | 0.05% | 80 |
|
|
2019
Q4 | $30K | Hold |
227
| – | – | 0.04% | 93 |
|
|
2019
Q3 | $25K | Buy |
+227
| New | +$25K | 0.03% | 107 |
|
|
2018
Q3 | $12K | Buy |
+116
| New | +$12K | 0.14% | 77 |
|