WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
LLY holding history
Eli Lilly & Co in every 13F filed by WR Wealth Planners, 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 Q4 2024 holdings
- Shares (Q4 2024)
- 1,567
- Value
- $1.21M
- % of portfolio
- 0.4%
- Quarters held
- 12
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,567 | $1.21M | 0.4% | −140−8.2% | Reduced | Holders |
| Q3 2024 | 1,707 | $1.51M | 0.4% | −1−0.1% | Reduced | Holders |
| Q2 2024 | 1,708 | $1.55M | 0.5% | −19−1.1% | Reduced | Holders |
| Q1 2024 | 1,727 | $1.34M | 0.4% | +61+3.7% | Added | Holders |
| Q4 2023 | 1,666 | $971.2K | 0.4% | −50−2.9% | Reduced | Holders |
| Q3 2023 | 1,716 | $921.5K | 0.4% | +164+10.6% | Added | Holders |
| Q2 2023 | 1,552 | $727.7K | 0.3% | +652+72.4% | Added | Holders |
| Q1 2023 | 900 | $309.2K | 0.1% | +759+538.3% | Added | Holders |
| Q4 2022 | 141 | $51.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 141 | $45.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 141 | $45.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 141 | $40.4K | <0.1% | – | No prior filing | Holders |