Aries Wealth Management’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 | $3.2M | Buy |
4,110
+35
| +0.9% | +$27.3K | 0.84% | 32 |
|
|
2025
Q1 | $3.37M | Sell |
4,075
-6
| -0.1% | -$4.96K | 0.91% | 29 |
|
|
2024
Q4 | $3.15M | Sell |
4,081
-105
| -3% | -$81.1K | 0.87% | 31 |
|
|
2024
Q3 | $3.71M | Buy |
4,186
+898
| +27% | +$796K | 1.02% | 26 |
|
|
2024
Q2 | $2.98M | Hold |
3,288
| – | – | 0.94% | 29 |
|
|
2024
Q1 | $2.56M | Sell |
3,288
-145
| -4% | -$113K | 0.82% | 33 |
|
|
2023
Q4 | $2M | Sell |
3,433
-52
| -1% | -$30.3K | 0.71% | 36 |
|
|
2023
Q3 | $2.15M | Sell |
3,485
-222
| -6% | -$137K | 0.84% | 30 |
|
|
2023
Q2 | $1.74M | Buy |
3,707
+6
| +0.2% | +$2.81K | 0.67% | 40 |
|
|
2023
Q1 | $1.27M | Buy |
3,701
+28
| +0.8% | +$9.62K | 0.52% | 56 |
|
|
2022
Q4 | $1.34M | Buy |
3,673
+30
| +0.8% | +$11K | 0.58% | 51 |
|
|
2022
Q3 | $1.32M | Buy |
3,643
+67
| +2% | +$24.3K | 0.58% | 50 |
|
|
2022
Q2 | $1.16M | Buy |
+3,576
| New | +$1.16M | 0.53% | 51 |
|
|
2022
Q1 | – | Sell |
-3,273
| Closed | -$904K | – | 154 |
|
|
2021
Q4 | $904K | Buy |
3,273
+158
| +5% | +$43.6K | 0.34% | 72 |
|
|
2021
Q3 | $720K | Buy |
3,115
+202
| +7% | +$46.7K | 0.3% | 80 |
|
|
2021
Q2 | $669K | Buy |
2,913
+283
| +11% | +$65K | 0.29% | 82 |
|
|
2021
Q1 | $481K | Buy |
2,630
+700
| +36% | +$128K | 0.22% | 97 |
|
|
2020
Q4 | $321K | Hold |
1,930
| – | – | 0.16% | 115 |
|
|
2020
Q3 | $286K | Hold |
1,930
| – | – | 0.16% | 114 |
|
|
2020
Q2 | $317K | Hold |
1,930
| – | – | 0.19% | 105 |
|
|
2020
Q1 | $274K | Hold |
1,930
| – | – | 0.21% | 101 |
|
|
2019
Q4 | $255K | Sell |
1,930
-175
| -8% | -$23.1K | 0.16% | 125 |
|
|
2019
Q3 | $228K | Sell |
2,105
-325
| -13% | -$35.2K | 0.15% | 131 |
|
|
2019
Q2 | $274K | Hold |
2,430
| – | – | 0.19% | 115 |
|
|
2019
Q1 | $315K | Hold |
2,430
| – | – | 0.24% | 99 |
|
|
2018
Q4 | $281K | Sell |
2,430
-130
| -5% | -$15K | 0.3% | 85 |
|
|
2018
Q3 | $275K | Hold |
2,560
| – | – | 0.25% | 96 |
|
|
2018
Q2 | $253K | Hold |
2,560
| – | – | 0.23% | 101 |
|
|
2018
Q1 | $203K | Hold |
2,560
| – | – | 0.2% | 119 |
|
|
2017
Q4 | $219K | Buy |
+2,560
| New | +$219K | 0.2% | 113 |
|