Accel Wealth Management’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Sell
971
-15
-2% -$11.7K 0.25% 93
2025
Q1
$815K Sell
986
-72
-7% -$59.5K 0.29% 82
2024
Q4
$817K Buy
1,058
+45
+4% +$34.7K 0.31% 80
2024
Q3
$898K Sell
1,013
-3
-0.3% -$2.66K 0.33% 75
2024
Q2
$920K Buy
1,016
+76
+8% +$68.8K 0.37% 71
2024
Q1
$731K Buy
940
+56
+6% +$43.6K 0.31% 80
2023
Q4
$515K Buy
884
+60
+7% +$35K 0.26% 99
2023
Q3
$443K Buy
824
+146
+22% +$78.4K 0.25% 97
2023
Q2
$318K Buy
678
+485
+251% +$227K 0.18% 118
2023
Q1
$66.3K Buy
193
+6
+3% +$2.06K 0.03% 417
2022
Q4
$68.4K Buy
187
+57
+44% +$20.9K 0.03% 309
2022
Q3
$43K Hold
130
0.02% 402
2022
Q2
$43K Sell
130
-193
-60% -$63.8K 0.02% 380
2022
Q1
$95K Buy
323
+2
+0.6% +$588 0.05% 263
2021
Q4
$89K Hold
321
0.04% 278
2021
Q3
$74K Buy
321
+100
+45% +$23.1K 0.05% 267
2021
Q2
$51K Hold
221
0.03% 334
2021
Q1
$41K Hold
221
0.03% 349
2020
Q4
$37K Buy
+221
New +$37K 0.03% 355