WJWM
Williams Jones Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.9M | Sell |
89,672
-2,839
| -3% | -$2.21M | 0.84% | 38 |
|
|
2025
Q1 | $76.4M | Buy |
92,511
+63,818
| +222% | +$52.7M | 0.98% | 35 |
|
|
2024
Q4 | $22.2M | Buy |
28,693
+1,611
| +6% | +$1.24M | 0.27% | 64 |
|
|
2024
Q3 | $24M | Buy |
27,082
+3,239
| +14% | +$2.87M | 0.28% | 65 |
|
|
2024
Q2 | $21.6M | Buy |
23,843
+1,193
| +5% | +$1.08M | 0.27% | 68 |
|
|
2024
Q1 | $17.6M | Buy |
22,650
+859
| +4% | +$668K | 0.22% | 77 |
|
|
2023
Q4 | $12.7M | Buy |
21,791
+815
| +4% | +$475K | 0.18% | 86 |
|
|
2023
Q3 | $11.3M | Buy |
20,976
+504
| +2% | +$271K | 0.17% | 88 |
|
|
2023
Q2 | $9.6M | Buy |
20,472
+1,584
| +8% | +$743K | 0.14% | 102 |
|
|
2023
Q1 | $6.49M | Buy |
18,888
+840
| +5% | +$288K | 0.1% | 126 |
|
|
2022
Q4 | $6.6M | Buy |
18,048
+1,691
| +10% | +$619K | 0.11% | 124 |
|
|
2022
Q3 | $5.29M | Sell |
16,357
-227
| -1% | -$73.4K | 0.09% | 133 |
|
|
2022
Q2 | $5.38M | Buy |
16,584
+2,904
| +21% | +$942K | 0.09% | 141 |
|
|
2022
Q1 | $3.92M | Sell |
13,680
-536
| -4% | -$154K | 0.05% | 154 |
|
|
2021
Q4 | $3.93M | Buy |
14,216
+69
| +0.5% | +$19.1K | 0.05% | 154 |
|
|
2021
Q3 | $3.27M | Sell |
14,147
-3,991
| -22% | -$922K | 0.05% | 161 |
|
|
2021
Q2 | $4.16M | Sell |
18,138
-590
| -3% | -$135K | 0.06% | 150 |
|
|
2021
Q1 | $3.5M | Sell |
18,728
-272
| -1% | -$50.8K | 0.05% | 158 |
|
|
2020
Q4 | $3.21M | Buy |
19,000
+1,800
| +10% | +$304K | 0.05% | 152 |
|
|
2020
Q3 | $2.55M | Buy |
17,200
+441
| +3% | +$65.3K | 0.05% | 152 |
|
|
2020
Q2 | $2.75M | Buy |
16,759
+859
| +5% | +$141K | 0.06% | 140 |
|
|
2020
Q1 | $2.21M | Buy |
15,900
+147
| +0.9% | +$20.4K | 0.06% | 135 |
|
|
2019
Q4 | $2.07M | Buy |
15,753
+3,725
| +31% | +$489K | 0.04% | 161 |
|
|
2019
Q3 | $1.35M | Buy |
+12,028
| New | +$1.35M | 0.03% | 177 |
|