WMA
Wealth Management Associates’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
3,716
+24
| +0.7% | +$18.7K | 1.13% | 19 |
|
|
2025
Q1 | $3.05M | Buy |
3,692
+3
| +0.1% | +$2.48K | 1.31% | 18 |
|
|
2024
Q4 | $2.85M | Sell |
3,689
-21
| -0.6% | -$16.2K | 1.22% | 18 |
|
|
2024
Q3 | $3.29M | Sell |
3,710
-8
| -0.2% | -$7.09K | 1.45% | 14 |
|
|
2024
Q2 | $3.37M | Hold |
3,718
| – | – | 1.58% | 13 |
|
|
2024
Q1 | $3.37M | Sell |
3,718
-190
| -5% | -$172K | 1.58% | 13 |
|
|
2023
Q4 | $2.28M | Buy |
3,908
+83
| +2% | +$48.4K | 1.2% | 17 |
|
|
2023
Q3 | $2.05M | Buy |
3,825
+19
| +0.5% | +$10.2K | 1.2% | 18 |
|
|
2023
Q2 | $1.78M | Sell |
3,806
-778
| -17% | -$365K | 1.01% | 23 |
|
|
2023
Q1 | $1.57M | Sell |
4,584
-63
| -1% | -$21.6K | 0.97% | 24 |
|
|
2022
Q4 | $1.7M | Sell |
4,647
-496
| -10% | -$181K | 1.13% | 22 |
|
|
2022
Q3 | $1.66M | Sell |
5,143
-66
| -1% | -$21.3K | 1.17% | 19 |
|
|
2022
Q2 | $1.69M | Sell |
5,209
-103
| -2% | -$33.4K | 1.15% | 20 |
|
|
2022
Q1 | $1.52M | Hold |
5,312
| – | – | 0.86% | 24 |
|
|
2021
Q4 | $1.47M | Sell |
5,312
-118
| -2% | -$32.6K | 0.79% | 26 |
|
|
2021
Q3 | $1.25M | Sell |
5,430
-47
| -0.9% | -$10.9K | 0.73% | 29 |
|
|
2021
Q2 | $1.26M | Buy |
5,477
+1,028
| +23% | +$236K | 0.71% | 30 |
|
|
2021
Q1 | $831K | Buy |
4,449
+739
| +20% | +$138K | 0.53% | 45 |
|
|
2020
Q4 | $626K | Buy |
3,710
+4
| +0.1% | +$675 | 0.41% | 56 |
|
|
2020
Q3 | $549K | Buy |
3,706
+4
| +0.1% | +$592 | 0.42% | 54 |
|
|
2020
Q2 | $608K | Buy |
3,702
+803
| +28% | +$132K | 0.51% | 50 |
|
|
2020
Q1 | $402K | Buy |
2,899
+4
| +0.1% | +$555 | 0.41% | 59 |
|
|
2019
Q4 | $380K | Buy |
2,895
+4
| +0.1% | +$526 | 0.27% | 85 |
|
|
2019
Q3 | $323K | Buy |
2,891
+4
| +0.1% | +$447 | 0.26% | 89 |
|
|
2019
Q2 | $320K | Buy |
2,887
+4
| +0.1% | +$443 | 0.32% | 65 |
|
|
2019
Q1 | $374K | Buy |
+2,883
| New | +$374K | 0.41% | 61 |
|