WAS

Winch Advisory Services’s Eli Lilly LLY Stock Holding History

Winch Advisory Services’s Portfolio LLY Stock Details LLY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$76.4K	Hold	98	–	–	0.02%	139
2025 Q1	$80.9K	Buy	98 +11	+13%	+$9.09K	0.02%	131
2024 Q4	$67.2K	Buy	87 +5	+6%	+$3.86K	0.02%	140
2024 Q3	$72.6K	Hold	82	–	–	0.02%	128
2024 Q2	$74.2K	Hold	82	–	–	0.02%	124
2024 Q1	$63.8K	Hold	82	–	–	0.02%	130
2023 Q4	$47.8K	Hold	82	–	–	0.02%	149
2023 Q3	$44K	Hold	82	–	–	0.02%	147
2023 Q2	$38K	Hold	82	–	–	0.01%	147
2023 Q1	$28K	Hold	82	–	–	0.01%	169
2022 Q4	$30K	Hold	82	–	–	0.01%	155
2022 Q3	$27K	Hold	82	–	–	0.01%	148
2022 Q2	$27K	Hold	82	–	–	0.01%	150
2022 Q1	$23K	Hold	82	–	–	0.01%	193
2021 Q4	$23K	Hold	82	–	–	0.01%	191
2021 Q3	$19K	Hold	82	–	–	0.01%	209
2021 Q2	$19K	Hold	82	–	–	0.01%	204
2021 Q1	$15K	Hold	82	–	–	0.01%	216
2020 Q4	$14K	Hold	82	–	–	0.01%	194
2020 Q3	$12K	Hold	82	–	–	0.01%	188
2020 Q2	$13K	Hold	82	–	–	0.01%	173
2020 Q1	$11K	Hold	82	–	–	0.01%	161
2019 Q4	$11K	Hold	82	–	–	0.01%	201
2019 Q3	$9K	Sell	82 -87	-51%	-$9.55K	﹤0.01%	204
2019 Q2	$19K	Buy	169 +4	+2%	+$450	0.01%	153
2019 Q1	$21K	Hold	165	–	–	0.01%	145
2018 Q4	$19K	Hold	165	–	–	0.01%	134
2018 Q3	$18K	Hold	165	–	–	0.01%	146
2018 Q2	$14K	Hold	165	–	–	0.01%	175
2018 Q1	$13K	Hold	165	–	–	0.01%	175
2017 Q4	$14K	Hold	165	–	–	0.01%	164
2017 Q3	$14K	Hold	165	–	–	0.01%	151
2017 Q2	$14K	Hold	165	–	–	0.01%	171
2017 Q1	$14K	Sell	165 -16	-9%	-$1.36K	0.01%	160
2016 Q4	$13K	Sell	181 -88	-33%	-$6.32K	0.01%	140
2016 Q3	$22K	Sell	269 -38	-12%	-$3.11K	0.02%	113
2016 Q2	$24K	Buy	307 +151	+97%	+$11.8K	0.03%	98
2016 Q1	$11K	Sell	156 -117	-43%	-$8.25K	0.02%	111
2015 Q4	$23K	Buy	273 +40	+17%	+$3.37K	0.03%	77
2015 Q3	$20K	Sell	233 -32,793	-99%	-$2.81M	0.03%	83
2015 Q2	$2.76M	Sell	33,026 -13,618	-29%	-$1.14M	1.51%	20
2015 Q1	$3.39M	Sell	46,644 -18,525	-28%	-$1.35M	1.97%	17
2014 Q4	$4.5M	Buy	65,169 +55,334	+563%	+$3.82M	2.45%	14
2014 Q3	$638K	Buy	+9,835	New	+$638K	0.41%	45