WP
WealthSource Partners’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.53M | Sell |
4,332
-532
| -11% | -$310K | 0.16% | 99 |
|
|
2023
Q3 | $2.61M | Sell |
4,864
-167
| -3% | -$89.7K | 0.18% | 94 |
|
|
2023
Q2 | $2.36M | Sell |
5,031
-62
| -1% | -$29.1K | 0.16% | 102 |
|
|
2023
Q1 | $1.75M | Buy |
5,093
+5
| +0.1% | +$1.72K | 0.12% | 139 |
|
|
2022
Q4 | $1.86M | Sell |
5,088
-801
| -14% | -$293K | 0.13% | 125 |
|
|
2022
Q3 | $1.9M | Sell |
5,889
-580
| -9% | -$188K | 0.14% | 122 |
|
|
2022
Q2 | $2.1M | Sell |
6,469
-1,016
| -14% | -$329K | 0.15% | 108 |
|
|
2022
Q1 | $2.14M | Sell |
7,485
-124
| -2% | -$35.5K | 0.14% | 116 |
|
|
2021
Q4 | $2.1M | Sell |
7,609
-117
| -2% | -$32.3K | 0.17% | 99 |
|
|
2021
Q3 | $1.79M | Buy |
7,726
+1,409
| +22% | +$326K | 0.16% | 109 |
|
|
2021
Q2 | $1.45M | Buy |
6,317
+43
| +0.7% | +$9.87K | 0.13% | 124 |
|
|
2021
Q1 | $1.17M | Buy |
6,274
+79
| +1% | +$14.8K | 0.12% | 135 |
|
|
2020
Q4 | $1.05M | Sell |
6,195
-322
| -5% | -$54.4K | 0.12% | 118 |
|
|
2020
Q3 | $965K | Buy |
6,517
+113
| +2% | +$16.7K | 0.13% | 101 |
|
|
2020
Q2 | $1.05M | Buy |
6,404
+158
| +3% | +$25.9K | 0.15% | 89 |
|
|
2020
Q1 | $866K | Buy |
6,246
+189
| +3% | +$26.2K | 0.14% | 106 |
|
|
2019
Q4 | $796K | Sell |
6,057
-460
| -7% | -$60.5K | 0.1% | 164 |
|
|
2019
Q3 | $729K | Buy |
6,517
+1,082
| +20% | +$121K | 0.11% | 185 |
|
|
2019
Q2 | $602K | Buy |
+5,435
| New | +$602K | 0.09% | 208 |
|