Appleton Partners’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 | $3.61M | Sell |
4,625
-62
| -1% | -$48.3K | 0.26% | 87 |
|
2025
Q1 | $3.87M | Sell |
4,687
-162
| -3% | -$134K | 0.3% | 81 |
|
2024
Q4 | $3.74M | Sell |
4,849
-39
| -0.8% | -$30.1K | 0.28% | 83 |
|
2024
Q3 | $4.33M | Sell |
4,888
-58
| -1% | -$51.4K | 0.32% | 83 |
|
2024
Q2 | $4.48M | Sell |
4,946
-127
| -3% | -$115K | 0.34% | 80 |
|
2024
Q1 | $3.95M | Sell |
5,073
-296
| -6% | -$230K | 0.31% | 86 |
|
2023
Q4 | $3.13M | Sell |
5,369
-105
| -2% | -$61.2K | 0.25% | 90 |
|
2023
Q3 | $2.94M | Sell |
5,474
-522
| -9% | -$280K | 0.26% | 89 |
|
2023
Q2 | $2.81M | Sell |
5,996
-70
| -1% | -$32.8K | 0.24% | 92 |
|
2023
Q1 | $2.08M | Sell |
6,066
-151
| -2% | -$51.9K | 0.19% | 108 |
|
2022
Q4 | $2.27M | Sell |
6,217
-301
| -5% | -$110K | 0.22% | 100 |
|
2022
Q3 | $2.11M | Sell |
6,518
-100
| -2% | -$32.3K | 0.21% | 101 |
|
2022
Q2 | $2.15M | Buy |
6,618
+127
| +2% | +$41.2K | 0.2% | 101 |
|
2022
Q1 | $1.86M | Sell |
6,491
-145
| -2% | -$41.5K | 0.15% | 122 |
|
2021
Q4 | $1.83M | Sell |
6,636
-75
| -1% | -$20.7K | 0.14% | 127 |
|
2021
Q3 | $1.55M | Sell |
6,711
-235
| -3% | -$54.3K | 0.13% | 134 |
|
2021
Q2 | $1.59M | Buy |
6,946
+720
| +12% | +$165K | 0.14% | 132 |
|
2021
Q1 | $1.16M | Sell |
6,226
-10
| -0.2% | -$1.87K | 0.11% | 141 |
|
2020
Q4 | $1.05M | Buy |
6,236
+160
| +3% | +$27K | 0.1% | 139 |
|
2020
Q3 | $899K | Sell |
6,076
-150
| -2% | -$22.2K | 0.1% | 144 |
|
2020
Q2 | $1.02M | Sell |
6,226
-200
| -3% | -$32.8K | 0.12% | 132 |
|
2020
Q1 | $891K | Buy |
6,426
+1,620
| +34% | +$225K | 0.12% | 137 |
|
2019
Q4 | $632K | Sell |
4,806
-518
| -10% | -$68.1K | 0.07% | 173 |
|
2019
Q3 | $595K | Hold |
5,324
| – | – | 0.07% | 173 |
|
2019
Q2 | $590K | Buy |
5,324
+230
| +5% | +$25.5K | 0.07% | 171 |
|
2019
Q1 | $661K | Sell |
5,094
-145
| -3% | -$18.8K | 0.09% | 161 |
|
2018
Q4 | $606K | Sell |
5,239
-397
| -7% | -$45.9K | 0.09% | 160 |
|
2018
Q3 | $605K | Sell |
5,636
-447
| -7% | -$48K | 0.08% | 174 |
|
2018
Q2 | $519K | Sell |
6,083
-878
| -13% | -$74.9K | 0.07% | 182 |
|
2018
Q1 | $539K | Buy |
6,961
+65
| +0.9% | +$5.03K | 0.08% | 179 |
|
2017
Q4 | $582K | Buy |
6,896
+135
| +2% | +$11.4K | 0.09% | 169 |
|
2017
Q3 | $578K | Sell |
6,761
-240
| -3% | -$20.5K | 0.1% | 157 |
|
2017
Q2 | $576K | Buy |
7,001
+325
| +5% | +$26.7K | 0.1% | 162 |
|
2017
Q1 | $562K | Sell |
6,676
-1,575
| -19% | -$133K | 0.1% | 155 |
|
2016
Q4 | $607K | Sell |
8,251
-651
| -7% | -$47.9K | 0.12% | 140 |
|
2016
Q3 | $714K | Sell |
8,902
-1,053
| -11% | -$84.5K | 0.13% | 137 |
|
2016
Q2 | $784K | Sell |
9,955
-520
| -5% | -$41K | 0.16% | 116 |
|
2016
Q1 | $754K | Buy |
10,475
+2,205
| +27% | +$159K | 0.15% | 115 |
|
2015
Q4 | $697K | Buy |
8,270
+1,785
| +28% | +$150K | 0.14% | 121 |
|
2015
Q3 | $543K | Buy |
6,485
+1,166
| +22% | +$97.6K | 0.12% | 123 |
|
2015
Q2 | $444K | Buy |
5,319
+515
| +11% | +$43K | 0.1% | 134 |
|
2015
Q1 | $349K | Buy |
4,804
+970
| +25% | +$70.5K | 0.08% | 146 |
|
2014
Q4 | $265K | Buy |
+3,834
| New | +$265K | 0.06% | 157 |
|