Ownership history in AFFINITY WEALTH MANAGEMENT LLC · 18 quarters on record
This page tracks every 13F SEC filing in which AFFINITY WEALTH MANAGEMENT LLC reported a position in LILLY ELI & CO (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 13,364 | +121 | +0.9% | 2.04% | $14.4M | $1072.89 |
| 2025 Q3 | ADDED | 13,243 | +214 | +1.6% | 1.48% | $10.1M | $760.61 |
| 2025 Q2 | ADDED | 13,029 | +206 | +1.6% | 1.62% | $10.2M | $775.39 |
| 2025 Q1 | ADDED | 12,823 | +54 | +0.4% | 1.96% | $10.6M | $819.84 |
| 2024 Q4 | ADDED | 12,769 | +95 | +0.7% | 1.75% | $9.9M | $765.01 |
| 2024 Q3 | REDUCED | 12,674 | -124 | -1.0% | 1.99% | $11.2M | $876.46 |
| 2024 Q2 | REDUCED | 12,798 | -332 | -2.5% | 2.11% | $11.6M | $894.45 |
| 2024 Q1 | REDUCED | 13,130 | -91 | -0.7% | 1.89% | $10.2M | $767.26 |
| 2023 Q4 | ADDED | 13,221 | +305 | +2.4% | 1.58% | $7.7M | $573.89 |
| 2023 Q3 | ADDED | 12,916 | +228 | +1.8% | 1.60% | $6.9M | $527.84 |
As of 2025 Q4 — sorted by position size