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