American Trust Investment Advisors’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 | $727K | Sell |
933
-17
| -2% | -$13.3K | 0.37% | 44 |
|
|
2025
Q1 | $785K | Buy |
950
+2
| +0.2% | +$1.65K | 0.33% | 65 |
|
|
2024
Q4 | $732K | Sell |
948
-45
| -5% | -$34.7K | 0.3% | 60 |
|
|
2024
Q3 | $880K | Hold |
993
| – | – | 0.36% | 48 |
|
|
2024
Q2 | $899K | Hold |
993
| – | – | 0.44% | 41 |
|
|
2024
Q1 | $773K | Hold |
993
| – | – | 0.37% | 44 |
|
|
2023
Q4 | $579K | Sell |
993
-155
| -14% | -$90.4K | 0.3% | 50 |
|
|
2023
Q3 | $617K | Hold |
1,148
| – | – | 0.34% | 48 |
|
|
2023
Q2 | $538K | Buy |
1,148
+15
| +1% | +$7.04K | 0.3% | 53 |
|
|
2023
Q1 | $389K | Hold |
1,133
| – | – | 0.23% | 59 |
|
|
2022
Q4 | $414K | Hold |
1,133
| – | – | 0.26% | 56 |
|
|
2022
Q3 | $366K | Sell |
1,133
-12
| -1% | -$3.88K | 0.24% | 59 |
|
|
2022
Q2 | $371K | Hold |
1,145
| – | – | 0.23% | 59 |
|
|
2022
Q1 | $328K | Buy |
1,145
+25
| +2% | +$7.16K | 0.17% | 66 |
|
|
2021
Q4 | $309K | Hold |
1,120
| – | – | 0.15% | 72 |
|
|
2021
Q3 | $259K | Hold |
1,120
| – | – | 0.15% | 75 |
|
|
2021
Q2 | $257K | Hold |
1,120
| – | – | 0.14% | 73 |
|
|
2021
Q1 | $209K | Buy |
+1,120
| New | +$209K | 0.12% | 77 |
|
|
2019
Q4 | – | Sell |
-1,980
| Closed | -$221K | – | 78 |
|
|
2019
Q3 | $221K | Buy |
1,980
+20
| +1% | +$2.23K | 0.17% | 71 |
|
|
2019
Q2 | $217K | Hold |
1,960
| – | – | 0.17% | 74 |
|
|
2019
Q1 | $254K | Sell |
1,960
-235
| -11% | -$30.5K | 0.2% | 60 |
|
|
2018
Q4 | $254K | Sell |
2,195
-85
| -4% | -$9.84K | 0.22% | 57 |
|
|
2018
Q3 | $245K | Sell |
2,280
-60
| -3% | -$6.45K | 0.19% | 67 |
|
|
2018
Q2 | $200K | Buy |
+2,340
| New | +$200K | 0.16% | 75 |
|