SWM
SilverOak Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
779
+147
| +23% | +$115K | 0.11% | 60 |
|
|
2025
Q1 | $522K | Hold |
632
| – | – | 0.11% | 58 |
|
|
2024
Q4 | $488K | Buy |
632
+5
| +0.8% | +$3.86K | 0.11% | 59 |
|
|
2024
Q3 | $555K | Buy |
627
+233
| +59% | +$206K | 0.12% | 57 |
|
|
2024
Q2 | $357K | Buy |
394
+3
| +0.8% | +$2.72K | 0.09% | 69 |
|
|
2024
Q1 | $304K | Buy |
+391
| New | +$304K | 0.08% | 69 |
|