WGAM
Wilkinson Global Asset Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
420
| – | – | 0.02% | 58 |
|
|
2025
Q1 | $347K | Sell |
420
-21
| -5% | -$17.3K | 0.02% | 60 |
|
|
2024
Q4 | $340K | Hold |
441
| – | – | 0.02% | 64 |
|
|
2024
Q3 | $391K | Sell |
441
-30
| -6% | -$26.6K | 0.02% | 62 |
|
|
2024
Q2 | $426K | Sell |
471
-50
| -10% | -$45.3K | 0.03% | 63 |
|
|
2024
Q1 | $405K | Hold |
521
| – | – | 0.03% | 66 |
|
|
2023
Q4 | $304K | Sell |
521
-50
| -9% | -$29.1K | 0.02% | 72 |
|
|
2023
Q3 | $307K | Buy |
571
+21
| +4% | +$11.3K | 0.02% | 73 |
|
|
2023
Q2 | $258K | Buy |
+550
| New | +$258K | 0.02% | 81 |
|
|
2023
Q1 | – | Sell |
-550
| Closed | -$201K | – | 95 |
|
|
2022
Q4 | $201K | Buy |
+550
| New | +$201K | 0.02% | 94 |
|