TCWA
Turtle Creek Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Sell |
10,715
-1,281
| -11% | -$999K | 0.99% | 29 |
|
|
2025
Q1 | $9.91M | Buy |
+11,996
| New | +$9.91M | 1.48% | 16 |
|
|
2024
Q4 | – | Sell |
-5,243
| Closed | -$4.64M | – | 126 |
|
|
2024
Q3 | $4.64M | Buy |
5,243
+86
| +2% | +$76.2K | 0.93% | 40 |
|
|
2024
Q2 | $4.67M | Buy |
5,157
+212
| +4% | +$192K | 1.08% | 34 |
|
|
2024
Q1 | $3.85M | Sell |
4,945
-24
| -0.5% | -$18.7K | 0.94% | 40 |
|
|
2023
Q4 | $2.9M | Buy |
+4,969
| New | +$2.9M | 0.85% | 38 |
|