SWMG
Signature Wealth Management Group’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Hold |
715
| – | – | 0.22% | 83 |
|
|
2025
Q1 | $591K | Hold |
715
| – | – | 0.23% | 84 |
|
|
2024
Q4 | $552K | Hold |
715
| – | – | 0.22% | 82 |
|
|
2024
Q3 | $633K | Sell |
715
-93
| -12% | -$82.4K | 0.25% | 79 |
|
|
2024
Q2 | $732K | Hold |
808
| – | – | 0.32% | 76 |
|
|
2024
Q1 | $587K | Sell |
808
-154
| -16% | -$112K | 0.27% | 81 |
|
|
2023
Q4 | $561K | Buy |
+962
| New | +$561K | 0.26% | 80 |
|
|
2023
Q2 | $552K | Buy |
1,178
+386
| +49% | +$181K | 0.26% | 79 |
|
|
2023
Q1 | $272K | Buy |
792
+76
| +11% | +$26.1K | 0.13% | 87 |
|
|
2022
Q4 | $262K | Sell |
716
-31
| -4% | -$11.3K | 0.13% | 86 |
|
|
2022
Q3 | $242K | Sell |
747
-21
| -3% | -$6.8K | 0.12% | 87 |
|
|
2022
Q2 | $249K | Sell |
768
-90
| -10% | -$29.2K | 0.12% | 82 |
|
|
2022
Q1 | $246K | Buy |
+858
| New | +$246K | 0.11% | 81 |
|
|
2018
Q4 | – | Sell |
-275
| Closed | -$30K | – | 195 |
|
|
2018
Q3 | $30K | Hold |
275
| – | – | 0.02% | 130 |
|
|
2018
Q2 | $23K | Hold |
275
| – | – | 0.02% | 139 |
|
|
2018
Q1 | $21K | Sell |
275
-16
| -5% | -$1.22K | 0.02% | 141 |
|
|
2017
Q4 | $25K | Buy |
+291
| New | +$25K | 0.02% | 132 |
|