WEALTHSOURCE PARTNERS, LLC

SEC CIK
0001674623

LLY holding history

ELI LILLY & Co

Every 13F filing in which WEALTHSOURCE PARTNERS, LLC reported holding LLY, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull portfolio

WEALTHSOURCE PARTNERS, LLC: LLY holding by quarter
QuarterSharesValue% of portfolioChange in sharesAction
Q4 20234,332$2.53M0.16%−532−10.9%Reduced
Q3 20234,864$2.61M0.18%−167−3.3%Reduced
Q2 20235,031$2.36M0.16%−62−1.2%Reduced
Q1 20235,093$1.75M0.12%+5+0.1%Added
Q4 20225,088$1.86M0.13%−801−13.6%Reduced
Q3 20225,889$1.9M0.14%−580−9.0%Reduced
Q2 20226,469$2.1M0.15%−1,016−13.6%Reduced
Q1 20227,485$2.14M0.14%−124−1.6%Reduced
Q4 20217,609$2.1M0.17%−117−1.5%Reduced
Q3 20217,726$1.79M0.16%+1,409+22.3%Added
Q2 20216,317$1.45M0.13%+43+0.7%Added
Q1 20216,274$1.17M0.12%+6,274New