Alpha Omega Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Sell |
1,686
-39
| -2% | -$39.5K | 0.25% | 99 |
|
|
2025
Q4 | $1.85M | Sell |
1,725
-38
| -2% | -$36.3K | 0.31% | 92 |
|
|
2025
Q3 | $1.35M | Sell |
1,763
-23
| -1% | -$17.1K | 0.22% | 99 |
|
|
2025
Q2 | $1.39M | Hold |
1,786
| – | – | 0.25% | 100 |
|
|
2025
Q1 | $1.48M | Buy |
1,786
+10
| +0.6% | +$8.32K | 0.28% | 94 |
|
|
2024
Q4 | $1.37M | Sell |
1,776
-75
| -4% | -$62.1K | 0.26% | 97 |
|
|
2024
Q3 | $1.64M | Sell |
1,851
-155
| -8% | -$139K | 0.3% | 90 |
|
|
2024
Q2 | $1.82M | Buy |
2,006
+22
| +1% | +$17.6K | 0.35% | 85 |
|
|
2024
Q1 | $1.54M | Sell |
1,984
-91
| -4% | -$64.8K | 0.29% | 93 |
|
|
2023
Q4 | $1.21M | Sell |
2,075
-116
| -5% | -$67.7K | 0.2% | 100 |
|
|
2023
Q3 | $1.18M | Sell |
2,191
-288
| -12% | -$148K | 0.2% | 96 |
|
|
2023
Q2 | $1.16M | Sell |
2,479
-177
| -7% | -$74.2K | 0.2% | 105 |
|
|
2023
Q1 | $912K | Sell |
2,656
-15
| -0.6% | -$5.06K | 0.16% | 115 |
|
|
2022
Q4 | $977K | Sell |
2,671
-80
| -3% | -$28.4K | 0.17% | 111 |
|
|
2022
Q3 | $890K | Hold |
2,751
| – | – | 0.17% | 109 |
|
|
2022
Q2 | $892K | Sell |
2,751
-20
| -0.7% | -$6K | 0.16% | 111 |
|
|
2022
Q1 | $794K | Sell |
2,771
-10
| -0.4% | -$2.57K | 0.13% | 127 |
|
|
2021
Q4 | $694K | Hold |
2,781
| – | – | 0.11% | 135 |
|
|
2021
Q3 | $643K | Sell |
2,781
-20
| -0.7% | -$4.94K | 0.11% | 135 |
|
|
2021
Q2 | $643K | Sell |
2,801
-20
| -0.7% | -$4.02K | 0.11% | 137 |
|
|
2021
Q1 | $527K | Hold |
2,821
| – | – | 0.09% | 146 |
|
|
2020
Q4 | $476K | Hold |
2,821
| – | – | 0.08% | 145 |
|
|
2020
Q3 | $418K | Sell |
2,821
-25
| -0.9% | -$3.87K | 0.06% | 139 |
|
|
2020
Q2 | $467K | Sell |
2,846
-50
| -2% | -$7.67K | 0.07% | 129 |
|
|
2020
Q1 | $402K | Sell |
2,896
-14
| -0.5% | -$1.92K | 0.07% | 135 |
|
|
2019
Q4 | $382K | Hold |
2,910
| – | – | 0.06% | 155 |
|
|
2019
Q3 | $330K | Buy |
2,910
+1,300
| +81% | +$145K | 0.05% | 163 |
|
|
2019
Q2 | $178K | Hold |
1,610
| – | – | 0.08% | 143 |
|
|
2019
Q1 | $209K | Sell |
1,610
-190
| -11% | -$23.1K | 0.09% | 129 |
|
|
2018
Q4 | $208K | Hold |
1,800
| – | – | 0.1% | 121 |
|
|
2018
Q3 | $193K | Hold |
1,800
| – | – | 0.09% | 130 |
|
|
2018
Q2 | $154K | Hold |
1,800
| – | – | 0.08% | 145 |
|
|
2018
Q1 | $139K | Hold |
1,800
| – | – | 0.07% | 145 |
|
|
2017
Q4 | $152K | Hold |
1,800
| – | – | 0.07% | 146 |
|
|
2017
Q3 | $154K | Hold |
1,800
| – | – | 0.08% | 142 |
|
|
2017
Q2 | $148K | Hold |
1,800
| – | – | 0.08% | 147 |
|
|
2017
Q1 | $151K | Hold |
1,800
| – | – | 0.08% | 150 |
|
|
2016
Q4 | $132K | Buy |
+1,800
| New | +$134K | 0.07% | 157 |
|
Other funds holding LLY
VCM
VPM
