SWM
Spire Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
27,265
-6,530
| -19% | -$5.05M | 0.76% | 27 |
|
|
2025
Q1 | $27.9M | Buy |
33,795
+848
| +3% | +$700K | 0.89% | 16 |
|
|
2024
Q4 | $25.4M | Buy |
32,947
+449
| +1% | +$347K | 0.79% | 21 |
|
|
2024
Q3 | $28.8M | Buy |
32,498
+1,266
| +4% | +$1.12M | 0.97% | 18 |
|
|
2024
Q2 | $28.3M | Sell |
31,232
-225
| -0.7% | -$204K | 1% | 18 |
|
|
2024
Q1 | $40.8M | Buy |
31,457
+378
| +1% | +$490K | 0.74% | 31 |
|
|
2023
Q4 | $19.5M | Buy |
31,079
+2,200
| +8% | +$1.38M | 0.65% | 30 |
|
|
2023
Q3 | $15.5M | Sell |
28,879
-5,579
| -16% | -$3M | 0.59% | 34 |
|
|
2023
Q2 | $16.2M | Buy |
34,458
+194
| +0.6% | +$91K | 0.6% | 30 |
|
|
2023
Q1 | $11.8M | Buy |
34,264
+1,358
| +4% | +$466K | 0.46% | 43 |
|
|
2022
Q4 | $12M | Buy |
32,906
+4,319
| +15% | +$1.58M | 0.68% | 28 |
|
|
2022
Q3 | $9.24M | Sell |
28,587
-9,907
| -26% | -$3.2M | 0.56% | 39 |
|
|
2022
Q2 | $12.5M | Buy |
38,494
+28,932
| +303% | +$9.38M | 0.51% | 44 |
|
|
2022
Q1 | $2.74M | Sell |
9,562
-5,884
| -38% | -$1.68M | 0.07% | 227 |
|
|
2021
Q4 | $4.28M | Buy |
15,446
+6,961
| +82% | +$1.93M | 0.1% | 192 |
|
|
2021
Q3 | $1.96M | Buy |
8,485
+897
| +12% | +$207K | 0.05% | 286 |
|
|
2021
Q2 | $1.74M | Sell |
7,588
-6,878
| -48% | -$1.58M | 0.05% | 318 |
|
|
2021
Q1 | $2.7M | Buy |
+14,466
| New | +$2.7M | 0.07% | 230 |
|