WAS
WESPAC Advisors SoCal’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
709
-116
| -14% | -$90.4K | 0.12% | 81 |
|
|
2025
Q1 | $681K | Sell |
825
-1,035
| -56% | -$855K | 0.18% | 69 |
|
|
2024
Q4 | $1.44M | Sell |
1,860
-14,816
| -89% | -$11.4M | 0.32% | 60 |
|
|
2024
Q3 | $14.8M | Buy |
16,676
+1,290
| +8% | +$1.14M | 3.42% | 9 |
|
|
2024
Q2 | $13.9M | Buy |
15,386
+938
| +6% | +$849K | 3.5% | 7 |
|
|
2024
Q1 | $11.2M | Buy |
14,448
+565
| +4% | +$440K | 2.94% | 10 |
|
|
2023
Q4 | $8.09M | Buy |
+13,883
| New | +$8.09M | 2.36% | 15 |
|
|
2016
Q4 | – | Sell |
-300
| Closed | -$24.1K | – | 273 |
|
|
2016
Q3 | $24.1K | Hold |
300
| – | – | 0.02% | 140 |
|
|
2016
Q2 | $23.6K | Hold |
300
| – | – | 0.02% | 151 |
|
|
2016
Q1 | $21.6K | Sell |
300
-500
| -63% | -$36K | 0.02% | 149 |
|
|
2015
Q4 | $67K | Buy |
+800
| New | +$67K | 0.04% | 112 |
|