WP
WMS Partners’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,908
| Closed | -$2.24M | – | 156 |
|
|
2024
Q4 | $2.24M | Buy |
2,908
+355
| +14% | +$274K | 0.13% | 70 |
|
|
2024
Q3 | $2.26M | Buy |
2,553
+1,006
| +65% | +$891K | 0.13% | 70 |
|
|
2024
Q2 | $1.4M | Sell |
1,547
-17
| -1% | -$15.4K | 0.09% | 84 |
|
|
2024
Q1 | $1.22M | Sell |
1,564
-417
| -21% | -$324K | 0.08% | 96 |
|
|
2023
Q4 | $1.15M | Sell |
1,981
-1,152
| -37% | -$672K | 0.08% | 95 |
|
|
2023
Q3 | $1.68M | Sell |
3,133
-132
| -4% | -$70.9K | 0.13% | 68 |
|
|
2023
Q2 | $1.53M | Buy |
3,265
+3
| +0.1% | +$1.41K | 0.12% | 79 |
|
|
2023
Q1 | $1.12M | Sell |
3,262
-74
| -2% | -$25.4K | 0.1% | 89 |
|
|
2022
Q4 | $1.22M | Sell |
3,336
-115
| -3% | -$42.1K | 0.12% | 86 |
|
|
2022
Q3 | $1.12M | Buy |
3,451
+55
| +2% | +$17.8K | 0.15% | 80 |
|
|
2022
Q2 | $1.1M | Sell |
3,396
-1,206
| -26% | -$391K | 0.17% | 75 |
|
|
2022
Q1 | $1.32M | Buy |
4,602
+940
| +26% | +$269K | 0.18% | 66 |
|
|
2021
Q4 | $1.01M | Buy |
3,662
+22
| +0.6% | +$6.08K | 0.22% | 76 |
|
|
2021
Q3 | $841K | Sell |
3,640
-73
| -2% | -$16.9K | 0.12% | 98 |
|
|
2021
Q2 | $852K | Sell |
3,713
-70
| -2% | -$16.1K | 0.13% | 91 |
|
|
2021
Q1 | $707K | Hold |
3,783
| – | – | 0.16% | 87 |
|
|
2020
Q4 | $639K | Buy |
3,783
+13
| +0.3% | +$2.2K | 0.11% | 98 |
|
|
2020
Q3 | $558K | Hold |
3,770
| – | – | 0.11% | 100 |
|
|
2020
Q2 | $619K | Sell |
3,770
-255
| -6% | -$41.9K | 0.13% | 91 |
|
|
2020
Q1 | $558K | Sell |
4,025
-185
| -4% | -$25.6K | 0.15% | 78 |
|
|
2019
Q4 | $553K | Sell |
4,210
-202
| -5% | -$26.5K | 0.12% | 102 |
|
|
2019
Q3 | $493K | Buy |
4,412
+27
| +0.6% | +$3.02K | 0.12% | 112 |
|
|
2019
Q2 | $486K | Sell |
4,385
-1,250
| -22% | -$139K | 0.12% | 108 |
|
|
2019
Q1 | $731K | Buy |
5,635
+350
| +7% | +$45.4K | 0.18% | 74 |
|
|
2018
Q4 | $612K | Buy |
5,285
+43
| +0.8% | +$4.98K | 0.17% | 80 |
|
|
2018
Q3 | $563K | Hold |
5,242
| – | – | 0.06% | 110 |
|
|
2018
Q2 | $447K | Sell |
5,242
-865
| -14% | -$73.8K | 0.05% | 132 |
|
|
2018
Q1 | $472K | Sell |
6,107
-75
| -1% | -$5.8K | 0.06% | 119 |
|
|
2017
Q4 | $522K | Buy |
6,182
+904
| +17% | +$76.3K | 0.06% | 122 |
|
|
2017
Q3 | $451K | Sell |
5,278
-31
| -0.6% | -$2.65K | 0.05% | 129 |
|
|
2017
Q2 | $437K | Sell |
5,309
-65
| -1% | -$5.35K | 0.05% | 134 |
|
|
2017
Q1 | $452K | Sell |
5,374
-11
| -0.2% | -$925 | 0.06% | 123 |
|
|
2016
Q4 | $396K | Sell |
5,385
-162
| -3% | -$11.9K | 0.05% | 131 |
|
|
2016
Q3 | $445K | Buy |
5,547
+688
| +14% | +$55.2K | 0.06% | 117 |
|
|
2016
Q2 | $383K | Sell |
4,859
-816
| -14% | -$64.3K | 0.05% | 135 |
|
|
2016
Q1 | $409K | Sell |
5,675
-183
| -3% | -$13.2K | 0.06% | 133 |
|
|
2015
Q4 | $494K | Buy |
5,858
+165
| +3% | +$13.9K | 0.07% | 116 |
|
|
2015
Q3 | $476K | Sell |
5,693
-20,778
| -78% | -$1.74M | 0.07% | 115 |
|
|
2015
Q2 | $2.21M | Buy |
26,471
+1,302
| +5% | +$109K | 0.26% | 81 |
|
|
2015
Q1 | $1.83M | Buy |
25,169
+20,738
| +468% | +$1.51M | 0.22% | 85 |
|
|
2014
Q4 | $306K | Buy |
4,431
+135
| +3% | +$9.32K | 0.05% | 163 |
|
|
2014
Q3 | $279K | Hold |
4,296
| – | – | 0.04% | 201 |
|
|
2014
Q2 | $267K | Buy |
4,296
+18
| +0.4% | +$1.12K | 0.04% | 202 |
|
|
2014
Q1 | $252K | Buy |
4,278
+32
| +0.8% | +$1.89K | 0.04% | 207 |
|
|
2013
Q4 | $216K | Buy |
4,246
+51
| +1% | +$2.59K | 0.04% | 214 |
|
|
2013
Q3 | $211K | Sell |
4,195
-600
| -13% | -$30.2K | 0.04% | 185 |
|
|
2013
Q2 | $236K | Buy |
+4,795
| New | +$236K | 0.04% | 195 |
|