WDG
Wealth Dimensions Group’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
3,852
+162
| +4% | +$126K | 0.66% | 21 |
|
|
2025
Q1 | $3.05M | Buy |
3,690
+172
| +5% | +$142K | 0.73% | 19 |
|
|
2024
Q4 | $2.72M | Buy |
3,518
+260
| +8% | +$201K | 0.67% | 22 |
|
|
2024
Q3 | $2.89M | Buy |
3,258
+81
| +3% | +$71.8K | 0.73% | 21 |
|
|
2024
Q2 | $2.88M | Sell |
3,177
-65
| -2% | -$58.8K | 0.82% | 19 |
|
|
2024
Q1 | $2.52M | Buy |
3,242
+260
| +9% | +$202K | 0.74% | 21 |
|
|
2023
Q4 | $1.74M | Sell |
2,982
-512
| -15% | -$298K | 0.55% | 32 |
|
|
2023
Q3 | $1.88M | Sell |
3,494
-18
| -0.5% | -$9.67K | 0.68% | 25 |
|
|
2023
Q2 | $1.65M | Buy |
3,512
+350
| +11% | +$164K | 0.6% | 30 |
|
|
2023
Q1 | $1.09M | Buy |
3,162
+158
| +5% | +$54.3K | 0.42% | 37 |
|
|
2022
Q4 | $1.1M | Sell |
3,004
-71
| -2% | -$26K | 0.45% | 35 |
|
|
2022
Q3 | $994K | Buy |
3,075
+61
| +2% | +$19.7K | 0.49% | 32 |
|
|
2022
Q2 | $977K | Sell |
3,014
-108
| -3% | -$35K | 0.46% | 33 |
|
|
2022
Q1 | $894K | Buy |
3,122
+52
| +2% | +$14.9K | 0.41% | 42 |
|
|
2021
Q4 | $848K | Sell |
3,070
-4
| -0.1% | -$1.11K | 0.42% | 41 |
|
|
2021
Q3 | $710K | Hold |
3,074
| – | – | 0.45% | 44 |
|
|
2021
Q2 | $706K | Sell |
3,074
-13
| -0.4% | -$2.99K | 0.48% | 41 |
|
|
2021
Q1 | $577K | Sell |
3,087
-59
| -2% | -$11K | 0.45% | 45 |
|
|
2020
Q4 | $531K | Buy |
+3,146
| New | +$531K | 0.46% | 41 |
|