XWM
Xcel Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
+418
| New | +$326K | 0.09% | 111 |
|
|
2025
Q1 | – | Sell |
-509
| Closed | -$393K | – | 133 |
|
|
2024
Q4 | $393K | Hold |
509
| – | – | 0.11% | 95 |
|
|
2024
Q3 | $451K | Sell |
509
-46
| -8% | -$40.8K | 0.13% | 89 |
|
|
2024
Q2 | $502K | Buy |
555
+20
| +4% | +$18.1K | 0.16% | 78 |
|
|
2024
Q1 | $416K | Buy |
535
+9
| +2% | +$7K | 0.13% | 88 |
|
|
2023
Q4 | $307K | Sell |
526
-39
| -7% | -$22.7K | 0.11% | 94 |
|
|
2023
Q3 | $303K | Sell |
565
-677
| -55% | -$364K | 0.12% | 91 |
|
|
2023
Q2 | $582K | Buy |
1,242
+202
| +19% | +$94.7K | 0.18% | 82 |
|
|
2023
Q1 | $357K | Sell |
1,040
-100
| -9% | -$34.3K | 0.13% | 103 |
|
|
2022
Q4 | $417K | Sell |
1,140
-42
| -4% | -$15.4K | 0.16% | 87 |
|
|
2022
Q3 | $382K | Hold |
1,182
| – | – | 0.14% | 91 |
|
|
2022
Q2 | $383K | Sell |
1,182
-2,139
| -64% | -$693K | 0.14% | 88 |
|
|
2022
Q1 | $951K | Buy |
3,321
+490
| +17% | +$140K | 0.26% | 69 |
|
|
2021
Q4 | $782K | Buy |
2,831
+1,001
| +55% | +$277K | 0.2% | 84 |
|
|
2021
Q3 | $423K | Hold |
1,830
| – | – | 0.12% | 106 |
|
|
2021
Q2 | $420K | Buy |
1,830
+65
| +4% | +$14.9K | 0.13% | 105 |
|
|
2021
Q1 | $330K | Buy |
1,765
+500
| +40% | +$93.5K | 0.12% | 102 |
|
|
2020
Q4 | $213K | Buy |
+1,265
| New | +$213K | 0.09% | 116 |
|
|
2019
Q2 | – | Sell |
-2,340
| Closed | -$303K | – | 78 |
|
|
2019
Q1 | $303K | Sell |
2,340
-501
| -18% | -$64.9K | 0.31% | 62 |
|
|
2018
Q4 | $328K | Buy |
+2,841
| New | +$328K | 0.4% | 51 |
|