WA
Waverly Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3M | Buy |
43,977
+7,174
| +19% | +$5.59M | 0.38% | 54 |
|
|
2025
Q1 | $30.4M | Buy |
36,803
+4,787
| +15% | +$3.95M | 0.37% | 59 |
|
|
2024
Q4 | $24.7M | Buy |
32,016
+14,676
| +85% | +$11.3M | 0.38% | 57 |
|
|
2024
Q3 | $15.4M | Buy |
17,340
+36
| +0.2% | +$31.9K | 0.28% | 66 |
|
|
2024
Q2 | $15.7M | Sell |
17,304
-196
| -1% | -$177K | 0.31% | 65 |
|
|
2024
Q1 | $13.6M | Buy |
17,500
+5,525
| +46% | +$4.3M | 0.32% | 57 |
|
|
2023
Q4 | $6.98M | Buy |
11,975
+891
| +8% | +$519K | 0.26% | 65 |
|
|
2023
Q3 | $5.95M | Buy |
11,084
+3,348
| +43% | +$1.8M | 0.26% | 72 |
|
|
2023
Q2 | $3.63M | Sell |
7,736
-4,991
| -39% | -$2.34M | 0.16% | 91 |
|
|
2023
Q1 | $4.37M | Buy |
12,727
+10,831
| +571% | +$3.72M | 0.23% | 67 |
|
|
2022
Q4 | $694K | Buy |
1,896
+205
| +12% | +$75K | 0.04% | 148 |
|
|
2022
Q3 | $547K | Buy |
1,691
+1,037
| +159% | +$335K | 0.04% | 150 |
|
|
2022
Q2 | $212K | Buy |
+654
| New | +$212K | 0.02% | 194 |
|
|
2015
Q4 | – | Sell |
-213
| Closed | -$18K | – | 277 |
|
|
2015
Q3 | $18K | Hold |
213
| – | – | 0.01% | 291 |
|
|
2015
Q2 | $18K | Hold |
213
| – | – | 0.01% | 224 |
|
|
2015
Q1 | $15K | Hold |
213
| – | – | 0.01% | 219 |
|
|
2014
Q4 | $15K | Sell |
213
-98
| -32% | -$6.9K | 0.01% | 242 |
|
|
2014
Q3 | $20K | Buy |
311
+2
| +0.6% | +$129 | 0.01% | 332 |
|
|
2014
Q2 | $19K | Buy |
309
+35
| +13% | +$2.15K | 0.01% | 341 |
|
|
2014
Q1 | $16K | Sell |
274
-209
| -43% | -$12.2K | 0.01% | 352 |
|
|
2013
Q4 | $25K | Buy |
483
+67
| +16% | +$3.47K | 0.01% | 426 |
|
|
2013
Q3 | $21K | Buy |
+416
| New | +$21K | 0.01% | 350 |
|