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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

LLY holding history

Eli Lilly & Co in every 13F filed by CIC Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q3 2024 holdings

Shares (Q3 2024)
3,531
Value
$3.13M
% of portfolio
0.8%
Quarters held
7
Since Q4 2022
Holdings of LLY by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20243,531$3.13M0.8%+324+10.1%AddedHolders
Q2 20243,207$2.90M0.8%+73+2.3%AddedHolders
Q1 20243,134$2.44M0.7%+227+7.8%AddedHolders
Q4 20232,907$1.69M0.5%+1,007+53.0%AddedHolders
Q3 20231,900$1.02M0.4%+1,302+217.7%AddedHolders
Q2 2023598$280.4K0.1%+598NewHolders
Q1 20230$00.0%−575−100.0%Sold outHolders
Q4 2022575$210.4K0.1%–No prior filingHolders