Annis Gardner Whiting Capital 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 | $887K | Buy |
1,138
+132
| +13% | +$103K | 0.31% | 70 |
|
2025
Q1 | $831K | Buy |
1,006
+20
| +2% | +$16.5K | 0.35% | 65 |
|
2024
Q4 | $761K | Buy |
986
+83
| +9% | +$64.1K | 0.21% | 89 |
|
2024
Q3 | $800K | Sell |
903
-228
| -20% | -$202K | 0.23% | 89 |
|
2024
Q2 | $1.02M | Buy |
1,131
+2
| +0.2% | +$1.81K | 0.29% | 64 |
|
2024
Q1 | $878K | Buy |
1,129
+242
| +27% | +$188K | 0.31% | 60 |
|
2023
Q4 | $517K | Sell |
887
-44
| -5% | -$25.6K | 0.23% | 84 |
|
2023
Q3 | $500K | Buy |
+931
| New | +$500K | 0.27% | 72 |
|