WBC
West Branch Capital’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42M | Buy |
8,233
+2,498
| +44% | +$1.95M | 1.9% | 15 |
|
|
2025
Q1 | $4.74M | Buy |
5,735
+611
| +12% | +$505K | 1.58% | 19 |
|
|
2024
Q4 | $3.96M | Buy |
5,124
+612
| +14% | +$472K | 1.26% | 19 |
|
|
2024
Q3 | $4M | Buy |
4,512
+182
| +4% | +$161K | 1.38% | 19 |
|
|
2024
Q2 | $3.92M | Buy |
4,330
+105
| +2% | +$95.1K | 1.46% | 17 |
|
|
2024
Q1 | $3.29M | Buy |
4,225
+632
| +18% | +$492K | 1.33% | 18 |
|
|
2023
Q4 | $2.09M | Buy |
3,593
+492
| +16% | +$287K | 0.98% | 25 |
|
|
2023
Q3 | $1.67M | Buy |
3,101
+46
| +2% | +$24.7K | 0.87% | 27 |
|
|
2023
Q2 | $1.43M | Buy |
3,055
+186
| +6% | +$87.2K | 0.71% | 31 |
|
|
2023
Q1 | $985K | Sell |
2,869
-21
| -0.7% | -$7.21K | 0.55% | 38 |
|
|
2022
Q4 | $1.06M | Buy |
2,890
+1
| +0% | +$366 | 0.65% | 36 |
|
|
2022
Q3 | $934K | Buy |
2,889
+45
| +2% | +$14.5K | 0.58% | 39 |
|
|
2022
Q2 | $922K | Sell |
2,844
-1
| -0% | -$324 | 0.53% | 43 |
|
|
2022
Q1 | $815K | Sell |
2,845
-213
| -7% | -$61K | 0.39% | 48 |
|
|
2021
Q4 | $845K | Buy |
3,058
+548
| +22% | +$151K | 0.36% | 49 |
|
|
2021
Q3 | $580K | Buy |
2,510
+188
| +8% | +$43.4K | 0.28% | 53 |
|
|
2021
Q2 | $533K | Buy |
2,322
+832
| +56% | +$191K | 0.26% | 54 |
|
|
2021
Q1 | $278K | Buy |
+1,490
| New | +$278K | 0.16% | 71 |
|
|
2020
Q4 | – | Sell |
-4,437
| Closed | -$657K | – | 91 |
|
|
2020
Q3 | $657K | Buy |
4,437
+333
| +8% | +$49.3K | 0.42% | 51 |
|
|
2020
Q2 | $674K | Buy |
+4,104
| New | +$674K | 0.47% | 51 |
|