SW
SVB Wealth’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
+7,098
| New | +$5.53M | 0.3% | 66 |
|
|
2025
Q1 | – | Sell |
-15,914
| Closed | -$12.3M | – | 1660 |
|
|
2024
Q4 | $12.3M | Buy |
+15,914
| New | +$12.3M | 0.23% | 66 |
|
|
2024
Q3 | – | Sell |
-16,907
| Closed | -$15.3M | – | 348 |
|
|
2024
Q2 | $15.3M | Buy |
16,907
+1,055
| +7% | +$955K | 0.38% | 60 |
|
|
2024
Q1 | $12.3M | Sell |
15,852
-452
| -3% | -$352K | 0.27% | 93 |
|
|
2023
Q4 | $9.5M | Buy |
16,304
+362
| +2% | +$211K | 0.23% | 110 |
|
|
2023
Q3 | $8.56M | Sell |
15,942
-4,986
| -24% | -$2.68M | 0.19% | 116 |
|
|
2023
Q2 | $9.81M | Sell |
20,928
-3,174
| -13% | -$1.49M | 0.18% | 117 |
|
|
2023
Q1 | $8.28M | Sell |
24,102
-2,153
| -8% | -$739K | 0.12% | 136 |
|
|
2022
Q4 | $9.61M | Buy |
26,255
+409
| +2% | +$150K | 0.13% | 120 |
|
|
2022
Q3 | $8.36M | Buy |
25,846
+3,940
| +18% | +$1.27M | 0.12% | 130 |
|
|
2022
Q2 | $7.1M | Buy |
21,906
+903
| +4% | +$293K | 0.11% | 126 |
|
|
2022
Q1 | $6.02M | Buy |
21,003
+1,139
| +6% | +$326K | 0.08% | 141 |
|
|
2021
Q4 | $5.49M | Sell |
19,864
-1,720
| -8% | -$475K | 0.09% | 141 |
|
|
2021
Q3 | $4.99M | Sell |
21,584
-1,858
| -8% | -$429K | 0.06% | 163 |
|
|
2021
Q2 | $5.38M | Sell |
23,442
-1,241
| -5% | -$285K | 0.07% | 163 |
|
|
2021
Q1 | $4.61M | Buy |
24,683
+290
| +1% | +$54.2K | 0.06% | 162 |
|
|
2020
Q4 | $4.12M | Sell |
24,393
-38
| -0.2% | -$6.42K | 0.06% | 174 |
|
|
2020
Q3 | $3.62M | Buy |
24,431
+350
| +1% | +$51.8K | 0.06% | 172 |
|
|
2020
Q2 | $3.95M | Buy |
24,081
+2,281
| +10% | +$375K | 0.07% | 152 |
|
|
2020
Q1 | $3.02M | Buy |
21,800
+928
| +4% | +$129K | 0.07% | 150 |
|
|
2019
Q4 | $2.74M | Buy |
20,872
+1,296
| +7% | +$170K | 0.05% | 183 |
|
|
2019
Q3 | $2.19M | Buy |
19,576
+506
| +3% | +$56.6K | 0.04% | 196 |
|
|
2019
Q2 | $2.11M | Sell |
19,070
-1,606
| -8% | -$178K | 0.07% | 196 |
|
|
2019
Q1 | $2.68M | Sell |
20,676
-110
| -0.5% | -$14.3K | 0.11% | 135 |
|
|
2018
Q4 | $2.41M | Sell |
20,786
-306
| -1% | -$35.4K | 0.1% | 135 |
|
|
2018
Q3 | $2.26M | Sell |
21,092
-491
| -2% | -$52.7K | 0.08% | 161 |
|
|
2018
Q2 | $1.84M | Sell |
21,583
-1,679
| -7% | -$143K | 0.07% | 180 |
|
|
2018
Q1 | $1.8M | Sell |
23,262
-159
| -0.7% | -$12.3K | 0.07% | 189 |
|
|
2017
Q4 | $1.98M | Buy |
23,421
+160
| +0.7% | +$13.5K | 0.07% | 188 |
|
|
2017
Q3 | $1.99M | Buy |
23,261
+251
| +1% | +$21.5K | 0.08% | 181 |
|
|
2017
Q2 | $1.89M | Sell |
23,010
-2,068
| -8% | -$170K | 0.07% | 197 |
|
|
2017
Q1 | $2.11M | Buy |
25,078
+1,805
| +8% | +$152K | 0.08% | 182 |
|
|
2016
Q4 | $1.71M | Sell |
23,273
-23,819
| -51% | -$1.75M | 0.07% | 194 |
|
|
2016
Q3 | $3.78M | Sell |
47,092
-1,560
| -3% | -$125K | 0.15% | 131 |
|
|
2016
Q2 | $3.83M | Sell |
48,652
-8,706
| -15% | -$686K | 0.16% | 135 |
|
|
2016
Q1 | $4.13M | Sell |
57,358
-7,861
| -12% | -$566K | 0.17% | 131 |
|
|
2015
Q4 | $5.5M | Sell |
65,219
-13,776
| -17% | -$1.16M | 0.22% | 112 |
|
|
2015
Q3 | $6.61M | Buy |
78,995
+15,110
| +24% | +$1.26M | 0.26% | 100 |
|
|
2015
Q2 | $5.33M | Sell |
63,885
-6,594
| -9% | -$551K | 0.18% | 137 |
|
|
2015
Q1 | $5.12M | Buy |
70,479
+1,393
| +2% | +$101K | 0.17% | 146 |
|
|
2014
Q4 | $4.77M | Buy |
+69,086
| New | +$4.77M | 0.15% | 148 |
|