WOSD
WFA of San Diego’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
+865
| New | +$674K | 0.5% | 46 |
|
|
2024
Q3 | $662K | Sell |
747
-67
| -8% | -$59.4K | 0.56% | 39 |
|
|
2024
Q2 | $737K | Buy |
+814
| New | +$737K | 0.66% | 34 |
|
|
2023
Q3 | $577K | Buy |
1,074
+800
| +292% | +$430K | 0.6% | 36 |
|
|
2023
Q2 | $129K | Buy |
+274
| New | +$129K | 0.13% | 98 |
|
|
2023
Q1 | – | Sell |
-474
| Closed | -$173K | – | 266 |
|
|
2022
Q4 | $173K | Buy |
+474
| New | +$173K | 0.13% | 95 |
|
|
2022
Q3 | – | Sell |
-280
| Closed | -$91K | – | 259 |
|
|
2022
Q2 | $91K | Buy |
+280
| New | +$91K | 0.08% | 122 |
|
|
2022
Q1 | – | Sell |
-680
| Closed | -$188K | – | 129 |
|
|
2021
Q4 | $188K | Buy |
680
+200
| +42% | +$55.3K | 0.11% | 117 |
|
|
2021
Q3 | $111K | Buy |
+480
| New | +$111K | 0.08% | 135 |
|
|
2020
Q3 | – | Sell |
-2,186
| Closed | -$287K | – | 173 |
|
|
2020
Q2 | $287K | Buy |
+2,186
| New | +$287K | 0.07% | 209 |
|