TWA
TCI Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Sell |
8,047
-46
| -0.6% | -$35.9K | 0.43% | 31 |
|
|
2025
Q1 | $6.68M | Sell |
8,093
-134
| -2% | -$111K | 0.54% | 27 |
|
|
2024
Q4 | $6.35M | Buy |
8,227
+31
| +0.4% | +$23.9K | 0.53% | 26 |
|
|
2024
Q3 | $7.26M | Buy |
8,196
+39
| +0.5% | +$34.6K | 0.61% | 24 |
|
|
2024
Q2 | $7.39M | Buy |
8,157
+12
| +0.1% | +$10.9K | 0.7% | 24 |
|
|
2024
Q1 | $6.34M | Buy |
8,145
+44
| +0.5% | +$34.2K | 0.62% | 26 |
|
|
2023
Q4 | $4.72M | Buy |
8,101
+637
| +9% | +$371K | 0.5% | 29 |
|
|
2023
Q3 | $4.01M | Buy |
7,464
+10
| +0.1% | +$5.37K | 0.51% | 29 |
|
|
2023
Q2 | $3.5M | Buy |
7,454
+49
| +0.7% | +$23K | 0.45% | 30 |
|
|
2023
Q1 | $2.54M | Buy |
7,405
+182
| +3% | +$62.5K | 0.33% | 35 |
|
|
2022
Q4 | $2.64M | Sell |
7,223
-67
| -0.9% | -$24.5K | 0.37% | 34 |
|
|
2022
Q3 | $2.36M | Sell |
7,290
-65
| -0.9% | -$21K | 0.38% | 30 |
|
|
2022
Q2 | $2.39M | Buy |
7,355
+597
| +9% | +$194K | 0.36% | 32 |
|
|
2022
Q1 | $1.94M | Sell |
6,758
-381
| -5% | -$109K | 0.29% | 42 |
|
|
2021
Q4 | $1.97M | Sell |
7,139
-441
| -6% | -$122K | 0.29% | 38 |
|
|
2021
Q3 | $1.75M | Sell |
7,580
-469
| -6% | -$108K | 0.27% | 37 |
|
|
2021
Q2 | $1.85M | Sell |
8,049
-13
| -0.2% | -$2.98K | 0.31% | 34 |
|
|
2021
Q1 | $1.51M | Sell |
8,062
-5
| -0.1% | -$934 | 0.64% | 34 |
|
|
2020
Q4 | $1.36M | Sell |
8,067
-6,428
| -44% | -$1.09M | 0.61% | 34 |
|
|
2020
Q3 | $2.15M | Sell |
14,495
-300
| -2% | -$44.4K | 0.85% | 26 |
|
|
2020
Q2 | $2.43M | Buy |
14,795
+12
| +0.1% | +$1.97K | 1.04% | 22 |
|
|
2020
Q1 | $2.05M | Buy |
14,783
+2,065
| +16% | +$286K | 1.01% | 21 |
|
|
2019
Q4 | $1.67M | Buy |
12,718
+590
| +5% | +$77.6K | 0.65% | 37 |
|
|
2019
Q3 | $1.36M | Sell |
12,128
-84
| -0.7% | -$9.39K | 0.6% | 41 |
|
|
2019
Q2 | $1.35M | Sell |
12,212
-662
| -5% | -$73.3K | 0.61% | 41 |
|
|
2019
Q1 | $1.67M | Sell |
12,874
-17
| -0.1% | -$2.21K | 0.73% | 36 |
|
|
2018
Q4 | $1.49M | Sell |
12,891
-638
| -5% | -$73.8K | 0.72% | 37 |
|
|
2018
Q3 | $1.45M | Sell |
13,529
-687
| -5% | -$73.7K | 0.61% | 42 |
|
|
2018
Q2 | $1.21M | Sell |
14,216
-2,265
| -14% | -$193K | 0.54% | 48 |
|
|
2018
Q1 | $1.28M | Sell |
16,481
-452
| -3% | -$35K | 0.59% | 43 |
|
|
2017
Q4 | $1.43M | Buy |
16,933
+75
| +0.4% | +$6.33K | 0.63% | 38 |
|
|
2017
Q3 | $1.44M | Sell |
16,858
-494
| -3% | -$42.3K | 0.71% | 37 |
|
|
2017
Q2 | $1.43M | Sell |
17,352
-240
| -1% | -$19.8K | 0.73% | 35 |
|
|
2017
Q1 | $1.48M | Buy |
17,592
+3,086
| +21% | +$260K | 0.77% | 33 |
|
|
2016
Q4 | $1.07M | Sell |
14,506
-172
| -1% | -$12.7K | 0.56% | 45 |
|
|
2016
Q3 | $1.18M | Buy |
14,678
+68
| +0.5% | +$5.46K | 0.64% | 40 |
|
|
2016
Q2 | $1.15M | Sell |
14,610
-159
| -1% | -$12.5K | 0.64% | 40 |
|
|
2016
Q1 | $1.06M | Buy |
14,769
+420
| +3% | +$30.3K | 0.59% | 43 |
|
|
2015
Q4 | $1.21M | Buy |
14,349
+76
| +0.5% | +$6.4K | 0.67% | 35 |
|
|
2015
Q3 | $1.2M | Buy |
14,273
+2,597
| +22% | +$217K | 0.72% | 35 |
|
|
2015
Q2 | $975K | Buy |
11,676
+106
| +0.9% | +$8.85K | 0.56% | 46 |
|
|
2015
Q1 | $841K | Sell |
11,570
-449
| -4% | -$32.6K | 0.53% | 48 |
|
|
2014
Q4 | $829K | Sell |
12,019
-95
| -0.8% | -$6.55K | 0.51% | 47 |
|
|
2014
Q3 | $786K | Sell |
12,114
-488
| -4% | -$31.7K | 0.5% | 48 |
|
|
2014
Q2 | $783K | Hold |
12,602
| – | – | 0.47% | 48 |
|
|
2014
Q1 | $741K | Hold |
12,602
| – | – | 0.48% | 48 |
|
|
2013
Q4 | $643K | Sell |
12,602
-25
| -0.2% | -$1.28K | 0.4% | 54 |
|
|
2013
Q3 | $636K | Buy |
12,627
+25
| +0.2% | +$1.26K | 0.48% | 49 |
|
|
2013
Q2 | $619K | Buy |
+12,602
| New | +$619K | 0.47% | 53 |
|