SVWAG
Sound View Wealth Advisors Group’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
23,384
-5,813
| -20% | -$4.53M | 1.35% | 17 |
|
|
2025
Q1 | $24.1M | Sell |
29,197
-220
| -0.7% | -$182K | 1.98% | 8 |
|
|
2024
Q4 | $22.7M | Buy |
29,417
+1,853
| +7% | +$1.43M | 1.83% | 8 |
|
|
2024
Q3 | $24.4M | Buy |
27,564
+920
| +3% | +$815K | 1.99% | 6 |
|
|
2024
Q2 | $24.1M | Sell |
26,644
-275
| -1% | -$249K | 2.49% | 4 |
|
|
2024
Q1 | $20.9M | Sell |
26,919
-224
| -0.8% | -$174K | 2.23% | 5 |
|
|
2023
Q4 | $15.8M | Sell |
27,143
-695
| -2% | -$405K | 1.75% | 9 |
|
|
2023
Q3 | $15M | Buy |
27,838
+355
| +1% | +$191K | 1.86% | 8 |
|
|
2023
Q2 | $12.9M | Sell |
27,483
-588
| -2% | -$276K | 1.69% | 12 |
|
|
2023
Q1 | $9.64M | Buy |
28,071
+928
| +3% | +$319K | 1.32% | 14 |
|
|
2022
Q4 | $15.8M | Buy |
27,143
+3,835
| +16% | +$2.24M | 1.75% | 9 |
|
|
2022
Q3 | $7.54M | Sell |
23,308
-1,040
| -4% | -$336K | 1.69% | 12 |
|
|
2022
Q2 | $7.89M | Sell |
24,348
-873
| -3% | -$283K | 1.65% | 12 |
|
|
2022
Q1 | $7.22M | Buy |
25,221
+160
| +0.6% | +$45.8K | 1.37% | 17 |
|
|
2021
Q4 | $6.92M | Buy |
25,061
+146
| +0.6% | +$40.3K | 1.31% | 19 |
|
|
2021
Q3 | $5.76M | Sell |
24,915
-281
| -1% | -$64.9K | 1.2% | 19 |
|
|
2021
Q2 | $5.78M | Buy |
25,196
+725
| +3% | +$166K | 1.22% | 20 |
|
|
2021
Q1 | $4.57M | Sell |
24,471
-1,124
| -4% | -$210K | 1.06% | 26 |
|
|
2020
Q4 | $4.32M | Sell |
25,595
-278
| -1% | -$46.9K | 1.06% | 28 |
|
|
2020
Q3 | $3.83M | Sell |
25,873
-236
| -0.9% | -$34.9K | 1.01% | 29 |
|
|
2020
Q2 | $4.29M | Buy |
26,109
+3,211
| +14% | +$527K | 1.21% | 23 |
|
|
2020
Q1 | $3.18M | Sell |
22,898
-138
| -0.6% | -$19.1K | 1.1% | 29 |
|
|
2019
Q4 | $3.03M | Buy |
23,036
+61
| +0.3% | +$8.02K | 0.85% | 40 |
|
|
2019
Q3 | $2.57M | Sell |
22,975
-836
| -4% | -$93.5K | 0.77% | 41 |
|
|
2019
Q2 | $2.64M | Buy |
+23,811
| New | +$2.64M | 0.78% | 40 |
|