TSWM
Triangle Securities Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Sell |
4,720
-94
| -2% | -$73.3K | 0.91% | 31 |
|
|
2025
Q1 | $3.98M | Buy |
4,814
+1,120
| +30% | +$925K | 1.02% | 25 |
|
|
2024
Q4 | $2.85M | Sell |
3,694
-188
| -5% | -$145K | 0.73% | 35 |
|
|
2024
Q3 | $3.44M | Sell |
3,882
-337
| -8% | -$299K | 0.89% | 27 |
|
|
2024
Q2 | $3.82M | Sell |
4,219
-108
| -2% | -$97.8K | 1.08% | 21 |
|
|
2024
Q1 | $3.37M | Sell |
4,327
-118
| -3% | -$91.8K | 0.96% | 25 |
|
|
2023
Q4 | $2.59M | Sell |
4,445
-233
| -5% | -$136K | 0.81% | 30 |
|
|
2023
Q3 | $2.51M | Sell |
4,678
-93
| -2% | -$50K | 0.89% | 27 |
|
|
2023
Q2 | $2.24M | Sell |
4,771
-473
| -9% | -$222K | 0.77% | 35 |
|
|
2023
Q1 | $1.8M | Sell |
5,244
-272
| -5% | -$93.4K | 0.64% | 51 |
|
|
2022
Q4 | $2.02M | Sell |
5,516
-526
| -9% | -$192K | 0.74% | 39 |
|
|
2022
Q3 | $1.95M | Sell |
6,042
-529
| -8% | -$171K | 0.8% | 38 |
|
|
2022
Q2 | $2.13M | Sell |
6,571
-568
| -8% | -$184K | 0.83% | 38 |
|
|
2022
Q1 | $2.04M | Sell |
7,139
-1,030
| -13% | -$295K | 0.68% | 44 |
|
|
2021
Q4 | $2.26M | Sell |
8,169
-329
| -4% | -$90.9K | 0.71% | 40 |
|
|
2021
Q3 | $1.96M | Sell |
8,498
-491
| -5% | -$113K | 0.67% | 46 |
|
|
2021
Q2 | $2.06M | Sell |
8,989
-92
| -1% | -$21.1K | 0.7% | 44 |
|
|
2021
Q1 | $1.7M | Sell |
9,081
-230
| -2% | -$43K | 0.61% | 56 |
|
|
2020
Q4 | $1.57M | Sell |
9,311
-10
| -0.1% | -$1.69K | 0.62% | 54 |
|
|
2020
Q3 | $1.38M | Sell |
9,321
-379
| -4% | -$56.1K | 0.62% | 54 |
|
|
2020
Q2 | $1.59M | Sell |
9,700
-1,686
| -15% | -$277K | 0.76% | 44 |
|
|
2020
Q1 | $1.58M | Sell |
11,386
-730
| -6% | -$101K | 0.91% | 38 |
|
|
2019
Q4 | $1.59M | Sell |
12,116
-379
| -3% | -$49.8K | 0.69% | 46 |
|
|
2019
Q3 | $1.4M | Sell |
12,495
-50
| -0.4% | -$5.59K | 0.68% | 49 |
|
|
2019
Q2 | $1.4M | Sell |
12,545
-339
| -3% | -$37.8K | 0.71% | 50 |
|
|
2019
Q1 | $1.67M | Sell |
12,884
-1,607
| -11% | -$209K | 0.88% | 39 |
|
|
2018
Q4 | $1.68M | Sell |
14,491
-89
| -0.6% | -$10.3K | 0.99% | 36 |
|
|
2018
Q3 | $1.57M | Sell |
14,580
-55
| -0.4% | -$5.9K | 0.83% | 39 |
|
|
2018
Q2 | $1.25M | Sell |
14,635
-274
| -2% | -$23.4K | 0.7% | 49 |
|
|
2018
Q1 | $1.15M | Buy |
14,909
+1,275
| +9% | +$98.7K | 0.66% | 53 |
|
|
2017
Q4 | $1.15M | Sell |
13,634
-115
| -0.8% | -$9.72K | 0.66% | 51 |
|
|
2017
Q3 | $1.18M | Hold |
13,749
| – | – | 0.7% | 46 |
|
|
2017
Q2 | $1.13M | Buy |
13,749
+250
| +2% | +$20.6K | 0.75% | 46 |
|
|
2017
Q1 | $1.14M | Sell |
13,499
-46
| -0.3% | -$3.87K | 0.72% | 47 |
|
|
2016
Q4 | $996K | Buy |
13,545
+2,400
| +22% | +$176K | 0.67% | 52 |
|
|
2016
Q3 | $894K | Buy |
+11,145
| New | +$894K | 0.62% | 53 |
|
|
2016
Q1 | – | Sell |
-3,905
| Closed | -$329K | – | 142 |
|
|
2015
Q4 | $329K | Buy |
+3,905
| New | +$329K | 0.22% | 98 |
|
|
2013
Q3 | – | Sell |
-915
| Closed | -$45K | – | 268 |
|
|
2013
Q2 | $45K | Buy |
+915
| New | +$45K | 0.03% | 271 |
|