AE Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.2M | Buy |
68,235
+5,592
| +9% | +$4.36M | 0.39% | 61 |
|
|
2025
Q1 | $51.7M | Sell |
62,643
-4,564
| -7% | -$3.77M | 0.44% | 55 |
|
|
2024
Q4 | $51.9M | Sell |
67,207
-6,011
| -8% | -$4.64M | 0.44% | 53 |
|
|
2024
Q3 | $64.9M | Buy |
73,218
+9,605
| +15% | +$8.51M | 0.59% | 36 |
|
|
2024
Q2 | $57.6M | Buy |
63,613
+6,647
| +12% | +$6.02M | 0.58% | 34 |
|
|
2024
Q1 | $44.3M | Sell |
56,966
-34,821
| -38% | -$27.1M | 0.5% | 41 |
|
|
2023
Q4 | $58.7M | Buy |
91,787
+9,161
| +11% | +$5.86M | 0.3% | 69 |
|
|
2023
Q3 | $44.4M | Sell |
82,626
-305
| -0.4% | -$164K | 0.27% | 74 |
|
|
2023
Q2 | $38.9M | Buy |
82,931
+26,195
| +46% | +$12.3M | 0.23% | 85 |
|
|
2023
Q1 | $19.5M | Buy |
56,736
+12,694
| +29% | +$4.36M | 0.13% | 194 |
|
|
2022
Q4 | $16.1M | Buy |
44,042
+2,598
| +6% | +$950K | 0.12% | 204 |
|
|
2022
Q3 | $13.4M | Buy |
41,444
+6,056
| +17% | +$1.96M | 0.11% | 199 |
|
|
2022
Q2 | $11.5M | Buy |
35,388
+1,790
| +5% | +$580K | 0.09% | 245 |
|
|
2022
Q1 | $9.62M | Buy |
33,598
+526
| +2% | +$151K | 0.07% | 291 |
|
|
2021
Q4 | $9.14M | Buy |
33,072
+5,896
| +22% | +$1.63M | 0.06% | 285 |
|
|
2021
Q3 | $6.28M | Buy |
27,176
+1,586
| +6% | +$366K | 0.05% | 329 |
|
|
2021
Q2 | $5.87M | Buy |
25,590
+4,120
| +19% | +$946K | 0.05% | 325 |
|
|
2021
Q1 | $4.01M | Buy |
21,470
+2,832
| +15% | +$529K | 0.04% | 364 |
|
|
2020
Q4 | $3.15M | Buy |
18,638
+1,015
| +6% | +$171K | 0.04% | 368 |
|
|
2020
Q3 | $2.61M | Buy |
17,623
+3,390
| +24% | +$502K | 0.04% | 359 |
|
|
2020
Q2 | $2.34M | Sell |
14,233
-7,293
| -34% | -$1.2M | 0.04% | 363 |
|
|
2020
Q1 | $2.99M | Buy |
21,526
+2,900
| +16% | +$402K | 0.07% | 236 |
|
|
2019
Q4 | $2.45M | Buy |
18,626
+3,906
| +27% | +$513K | 0.05% | 298 |
|
|
2019
Q3 | $1.65M | Buy |
14,720
+999
| +7% | +$112K | 0.05% | 312 |
|
|
2019
Q2 | $1.52M | Buy |
13,721
+6,734
| +96% | +$746K | 0.05% | 295 |
|
|
2019
Q1 | $907K | Buy |
6,987
+2,107
| +43% | +$274K | 0.06% | 224 |
|
|
2018
Q4 | $565K | Sell |
4,880
-63
| -1% | -$7.29K | 0.1% | 228 |
|
|
2018
Q3 | $530K | Buy |
+4,943
| New | +$530K | 0.03% | 305 |
|
|
2018
Q2 | – | Sell |
-13,615
| Closed | -$1.05M | – | 470 |
|
|
2018
Q1 | $1.05M | Buy |
+13,615
| New | +$1.05M | 0.08% | 154 |
|
|
2017
Q4 | – | Sell |
-13,759
| Closed | -$1.18M | – | 443 |
|
|
2017
Q3 | $1.18M | Buy |
13,759
+378
| +3% | +$32.3K | 0.11% | 121 |
|
|
2017
Q2 | $1.1M | Buy |
13,381
+730
| +6% | +$60.1K | 0.13% | 131 |
|
|
2017
Q1 | $1.06M | Buy |
12,651
+991
| +8% | +$83.3K | 0.2% | 98 |
|
|
2016
Q4 | $858K | Buy |
+11,660
| New | +$858K | 0.35% | 70 |
|