SSWM
Sheets Smith Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
14,186
+23
| +0.2% | +$17.9K | 1.29% | 16 |
|
|
2025
Q1 | $11.7M | Buy |
14,163
+240
| +2% | +$198K | 1.45% | 12 |
|
|
2024
Q4 | $10.7M | Buy |
13,923
+858
| +7% | +$662K | 1.31% | 15 |
|
|
2024
Q3 | $11.6M | Buy |
13,065
+4,271
| +49% | +$3.78M | 1.42% | 15 |
|
|
2024
Q2 | $7.96M | Buy |
8,794
+6,541
| +290% | +$5.92M | 0.95% | 26 |
|
|
2024
Q1 | $1.75M | Sell |
2,253
-34
| -1% | -$26.4K | 0.2% | 113 |
|
|
2023
Q4 | $1.33M | Buy |
2,287
+5
| +0.2% | +$2.91K | 0.19% | 111 |
|
|
2023
Q3 | $1.23M | Buy |
2,282
+1
| +0% | +$537 | 0.19% | 117 |
|
|
2023
Q2 | $1.07M | Sell |
2,281
-36
| -2% | -$16.9K | 0.16% | 127 |
|
|
2023
Q1 | $796K | Buy |
2,317
+10
| +0.4% | +$3.44K | 0.12% | 155 |
|
|
2022
Q4 | $844K | Sell |
2,307
-120
| -5% | -$43.9K | 0.13% | 147 |
|
|
2022
Q3 | $785K | Buy |
2,427
+11
| +0.5% | +$3.56K | 0.13% | 148 |
|
|
2022
Q2 | $783K | Buy |
2,416
+15
| +0.6% | +$4.86K | 0.13% | 151 |
|
|
2022
Q1 | $688K | Buy |
2,401
+2
| +0.1% | +$573 | 0.09% | 170 |
|
|
2021
Q4 | $663K | Buy |
2,399
+1
| +0% | +$276 | 0.08% | 197 |
|
|
2021
Q3 | $554K | Hold |
2,398
| – | – | 0.08% | 207 |
|
|
2021
Q2 | $550K | Buy |
2,398
+1
| +0% | +$229 | 0.07% | 210 |
|
|
2021
Q1 | $448K | Sell |
2,397
-110
| -4% | -$20.6K | 0.07% | 218 |
|
|
2020
Q4 | $423K | Sell |
2,507
-3,326
| -57% | -$561K | 0.06% | 225 |
|
|
2020
Q3 | $863K | Buy |
5,833
+3,327
| +133% | +$492K | 0.15% | 126 |
|
|
2020
Q2 | $411K | Buy |
2,506
+1
| +0% | +$164 | 0.08% | 175 |
|
|
2020
Q1 | $348K | Hold |
2,505
| – | – | 0.07% | 190 |
|
|
2019
Q4 | $329K | Sell |
2,505
-152
| -6% | -$20K | 0.06% | 256 |
|
|
2019
Q3 | $297K | Hold |
2,657
| – | – | 0.06% | 250 |
|
|
2019
Q2 | $294K | Buy |
2,657
+1
| +0% | +$111 | 0.06% | 269 |
|
|
2019
Q1 | $345K | Sell |
2,656
-250
| -9% | -$32.5K | 0.07% | 253 |
|
|
2018
Q4 | $336K | Hold |
2,906
| – | – | 0.09% | 210 |
|
|
2018
Q3 | $312K | Buy |
2,906
+1
| +0% | +$107 | 0.06% | 286 |
|
|
2018
Q2 | $248K | Hold |
2,905
| – | – | 0.06% | 280 |
|
|
2018
Q1 | $225K | Buy |
2,905
+1
| +0% | +$77 | 0.05% | 284 |
|
|
2017
Q4 | $245K | Sell |
2,904
-349
| -11% | -$29.4K | 0.06% | 290 |
|
|
2017
Q3 | $278K | Hold |
3,253
| – | – | 0.07% | 266 |
|
|
2017
Q2 | $268K | Sell |
3,253
-549
| -14% | -$45.2K | 0.07% | 258 |
|
|
2017
Q1 | $320K | Buy |
3,802
+1
| +0% | +$84 | 0.09% | 225 |
|
|
2016
Q4 | $280K | Hold |
3,801
| – | – | 0.08% | 233 |
|
|
2016
Q3 | $305K | Buy |
3,801
+851
| +29% | +$68.3K | 0.09% | 209 |
|
|
2016
Q2 | $232K | Sell |
2,950
-99
| -3% | -$7.79K | 0.07% | 227 |
|
|
2016
Q1 | $220K | Sell |
3,049
-301
| -9% | -$21.7K | 0.07% | 211 |
|
|
2015
Q4 | $282K | Hold |
3,350
| – | – | 0.09% | 187 |
|
|
2015
Q3 | $280K | Hold |
3,350
| – | – | 0.09% | 165 |
|
|
2015
Q2 | $280K | Hold |
3,350
| – | – | 0.08% | 196 |
|
|
2015
Q1 | $243K | Sell |
3,350
-800
| -19% | -$58K | 0.07% | 209 |
|
|
2014
Q4 | $286K | Hold |
4,150
| – | – | 0.07% | 200 |
|
|
2014
Q3 | $269K | Hold |
4,150
| – | – | 0.07% | 203 |
|
|
2014
Q2 | $258K | Buy |
4,150
+400
| +11% | +$24.9K | 0.07% | 216 |
|
|
2014
Q1 | $221K | Sell |
3,750
-2,900
| -44% | -$171K | 0.06% | 222 |
|
|
2013
Q4 | $339K | Hold |
6,650
| – | – | 0.09% | 203 |
|
|
2013
Q3 | $335K | Sell |
6,650
-1,959
| -23% | -$98.7K | 0.11% | 193 |
|
|
2013
Q2 | $423K | Buy |
+8,609
| New | +$423K | 0.14% | 180 |
|