SWM
Stockman Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
1,631
-34
| -2% | -$26.5K | 0.17% | 65 |
|
|
2025
Q1 | $1.38M | Buy |
1,665
+27
| +2% | +$22.3K | 0.2% | 62 |
|
|
2024
Q4 | $1.26M | Sell |
1,638
-25
| -2% | -$19.3K | 0.2% | 61 |
|
|
2024
Q3 | $1.47M | Sell |
1,663
-705
| -30% | -$625K | 0.23% | 60 |
|
|
2024
Q2 | $2.14M | Buy |
2,368
+38
| +2% | +$34.4K | 0.38% | 53 |
|
|
2024
Q1 | $1.81M | Buy |
2,330
+76
| +3% | +$59.1K | 0.32% | 57 |
|
|
2023
Q4 | $1.31M | Sell |
2,254
-53
| -2% | -$30.9K | 0.26% | 60 |
|
|
2023
Q3 | $1.24M | Buy |
2,307
+50
| +2% | +$26.9K | 0.27% | 62 |
|
|
2023
Q2 | $1.06M | Sell |
2,257
-81
| -3% | -$38K | 0.23% | 63 |
|
|
2023
Q1 | $803K | Sell |
2,338
-59
| -2% | -$20.3K | 0.18% | 74 |
|
|
2022
Q4 | $877K | Buy |
2,397
+210
| +10% | +$76.8K | 0.2% | 74 |
|
|
2022
Q3 | $707K | Sell |
2,187
-15
| -0.7% | -$4.85K | 0.19% | 73 |
|
|
2022
Q2 | $714K | Buy |
2,202
+116
| +6% | +$37.6K | 0.18% | 76 |
|
|
2022
Q1 | $597K | Buy |
2,086
+593
| +40% | +$170K | 0.12% | 94 |
|
|
2021
Q4 | $412K | Sell |
1,493
-45
| -3% | -$12.4K | 0.08% | 135 |
|
|
2021
Q3 | $355K | Buy |
1,538
+63
| +4% | +$14.5K | 0.08% | 140 |
|
|
2021
Q2 | $339K | Buy |
1,475
+140
| +10% | +$32.2K | 0.08% | 145 |
|
|
2021
Q1 | $249K | Sell |
1,335
-315
| -19% | -$58.8K | 0.07% | 160 |
|
|
2020
Q4 | $279K | Buy |
1,650
+155
| +10% | +$26.2K | 0.09% | 142 |
|
|
2020
Q3 | $221K | Sell |
1,495
-125
| -8% | -$18.5K | 0.08% | 144 |
|
|
2020
Q2 | $266K | Sell |
1,620
-92
| -5% | -$15.1K | 0.1% | 123 |
|
|
2020
Q1 | $237K | Buy |
1,712
+26
| +2% | +$3.6K | 0.11% | 121 |
|
|
2019
Q4 | $222K | Buy |
+1,686
| New | +$222K | 0.08% | 153 |
|
|
2018
Q3 | – | Sell |
-38,697
| Closed | -$3.3M | – | 155 |
|
|
2018
Q2 | $3.3M | Buy |
38,697
+1,896
| +5% | +$162K | 1.51% | 27 |
|
|
2018
Q1 | $2.85M | Buy |
36,801
+3,480
| +10% | +$269K | 1.3% | 31 |
|
|
2017
Q4 | $2.81M | Buy |
33,321
+306
| +0.9% | +$25.8K | 1.26% | 32 |
|
|
2017
Q3 | $2.82M | Buy |
33,015
+29,006
| +724% | +$2.48M | 1.35% | 29 |
|
|
2017
Q2 | $330K | Sell |
4,009
-25,654
| -86% | -$2.11M | 0.33% | 79 |
|
|
2017
Q1 | $2.5M | Buy |
29,663
+2,116
| +8% | +$178K | 1.42% | 30 |
|
|
2016
Q4 | $2.03M | Sell |
27,547
-186
| -0.7% | -$13.7K | 1.23% | 35 |
|
|
2016
Q3 | $2.23M | Buy |
27,733
+1,096
| +4% | +$88K | 1.38% | 29 |
|
|
2016
Q2 | $2.1M | Sell |
26,637
-80
| -0.3% | -$6.3K | 1.64% | 30 |
|
|
2016
Q1 | $1.92M | Buy |
26,717
+484
| +2% | +$34.9K | 1.53% | 31 |
|
|
2015
Q4 | $2.21M | Sell |
26,233
-625
| -2% | -$52.7K | 1.79% | 18 |
|
|
2015
Q3 | $2.25M | Buy |
26,858
+318
| +1% | +$26.6K | 1.94% | 16 |
|
|
2015
Q2 | $2.22M | Sell |
26,540
-158
| -0.6% | -$13.2K | 1.89% | 17 |
|
|
2015
Q1 | $1.94M | Sell |
26,698
-185
| -0.7% | -$13.4K | 1.66% | 19 |
|
|
2014
Q4 | $1.86M | Buy |
+26,883
| New | +$1.86M | 1.59% | 20 |
|