Arete Wealth 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 | $3.79M | Sell |
4,860
-1,177
| -19% | -$918K | 0.27% | 80 |
|
|
2025
Q1 | $4.99M | Sell |
6,037
-1,417
| -19% | -$1.17M | 0.38% | 56 |
|
|
2024
Q4 | $5.75M | Buy |
7,454
+2,016
| +37% | +$1.56M | 0.41% | 50 |
|
|
2024
Q3 | $4.8M | Sell |
5,438
-1,894
| -26% | -$1.67M | 0.41% | 56 |
|
|
2024
Q2 | $6.65M | Buy |
+7,332
| New | +$6.65M | 0.55% | 33 |
|
|
2024
Q1 | – | Sell |
-5,445
| Closed | -$3.17M | – | 572 |
|
|
2023
Q4 | $3.17M | Buy |
5,445
+704
| +15% | +$410K | 0.24% | 85 |
|
|
2023
Q3 | $2.55M | Sell |
4,741
-354
| -7% | -$190K | 0.44% | 53 |
|
|
2023
Q2 | $2.39M | Buy |
5,095
+674
| +15% | +$316K | 0.21% | 104 |
|
|
2023
Q1 | $1.52M | Buy |
4,421
+628
| +17% | +$216K | 0.12% | 150 |
|
|
2022
Q4 | $1.39B | Buy |
3,793
+781
| +26% | +$286M | 0.12% | 149 |
|
|
2022
Q3 | $974K | Buy |
3,012
+1,117
| +59% | +$361K | 0.1% | 182 |
|
|
2022
Q2 | $614K | Sell |
1,895
-170
| -8% | -$55.1K | 0.06% | 208 |
|
|
2022
Q1 | $591K | Buy |
2,065
+178
| +9% | +$50.9K | 0.05% | 255 |
|
|
2021
Q4 | $520K | Buy |
1,887
+515
| +38% | +$142K | 0.04% | 281 |
|
|
2021
Q3 | $317K | Buy |
+1,372
| New | +$317K | 0.04% | 319 |
|
|
2021
Q2 | – | Sell |
-1,430
| Closed | -$267K | – | 412 |
|
|
2021
Q1 | $267K | Sell |
1,430
-5
| -0.3% | -$934 | 0.03% | 339 |
|
|
2020
Q4 | $238K | Buy |
+1,435
| New | +$238K | 0.03% | 350 |
|