Alan B. Lancz & Associates’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 | $1.19M | Hold |
1,530
| – | – | 1.19% | 18 |
|
2025
Q1 | $1.26M | Sell |
1,530
-25
| -2% | -$20.6K | 1.35% | 14 |
|
2024
Q4 | $1.2M | Sell |
1,555
-175
| -10% | -$135K | 1.22% | 19 |
|
2024
Q3 | $1.53M | Buy |
1,730
+25
| +1% | +$22.1K | 1.41% | 14 |
|
2024
Q2 | $1.54M | Buy |
+1,705
| New | +$1.54M | 1.53% | 14 |
|
2023
Q4 | $1.03M | Sell |
1,775
-350
| -16% | -$204K | 1.09% | 18 |
|
2023
Q3 | $1.14M | Hold |
2,125
| – | – | 1.3% | 17 |
|
2023
Q2 | $997K | Hold |
2,125
| – | – | 1.07% | 19 |
|
2023
Q1 | $730K | Hold |
2,125
| – | – | 0.76% | 29 |
|
2022
Q4 | $768K | Hold |
2,125
| – | – | 0.78% | 28 |
|
2022
Q3 | $687K | Hold |
2,125
| – | – | 0.82% | 30 |
|
2022
Q2 | $701K | Sell |
2,125
-225
| -10% | -$74.2K | 0.69% | 32 |
|
2022
Q1 | $673K | Sell |
2,350
-56
| -2% | -$16K | 0.59% | 39 |
|
2021
Q4 | $665K | Buy |
+2,406
| New | +$665K | 0.58% | 47 |
|