Avantax Planning 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 | $4.35M | Buy |
5,574
+232
| +4% | +$181K | 0.14% | 92 |
|
|
2025
Q1 | $4.41M | Buy |
5,342
+538
| +11% | +$444K | 0.16% | 89 |
|
|
2024
Q4 | $3.71M | Buy |
4,804
+1,171
| +32% | +$904K | 0.13% | 95 |
|
|
2024
Q3 | $3.22M | Sell |
3,633
-1,141
| -24% | -$1.01M | 0.12% | 101 |
|
|
2024
Q2 | $4.32M | Sell |
4,774
-1,739
| -27% | -$1.57M | 0.14% | 91 |
|
|
2024
Q1 | $5.07M | Buy |
6,513
+426
| +7% | +$331K | 0.16% | 86 |
|
|
2023
Q4 | $3.55M | Buy |
6,087
+2,204
| +57% | +$1.28M | 0.14% | 82 |
|
|
2023
Q3 | $2.09M | Buy |
3,883
+1,261
| +48% | +$677K | 0.09% | 102 |
|
|
2023
Q2 | $1.23M | Buy |
2,622
+67
| +3% | +$31.4K | 0.05% | 148 |
|
|
2023
Q1 | $877K | Buy |
2,555
+29
| +1% | +$9.96K | 0.04% | 180 |
|
|
2022
Q4 | $924K | Sell |
2,526
-127
| -5% | -$46.5K | 0.04% | 171 |
|
|
2022
Q3 | $858K | Sell |
2,653
-15
| -0.6% | -$4.85K | 0.04% | 168 |
|
|
2022
Q2 | $865K | Buy |
2,668
+12
| +0.5% | +$3.89K | 0.04% | 171 |
|
|
2022
Q1 | $761K | Buy |
2,656
+6
| +0.2% | +$1.72K | 0.03% | 187 |
|
|
2021
Q4 | $732K | Buy |
2,650
+649
| +32% | +$179K | 0.03% | 185 |
|
|
2021
Q3 | $462K | Buy |
2,001
+261
| +15% | +$60.3K | 0.02% | 208 |
|
|
2021
Q2 | $399K | Sell |
1,740
-438
| -20% | -$100K | 0.02% | 221 |
|
|
2021
Q1 | $407K | Sell |
2,178
-43
| -2% | -$8.04K | 0.02% | 208 |
|
|
2020
Q4 | $375K | Sell |
2,221
-3,333
| -60% | -$563K | 0.02% | 202 |
|
|
2020
Q3 | $822K | Sell |
5,554
-59
| -1% | -$8.73K | 0.04% | 135 |
|
|
2020
Q2 | $922K | Buy |
5,613
+84
| +2% | +$13.8K | 0.05% | 124 |
|
|
2020
Q1 | $767K | Buy |
5,529
+33
| +0.6% | +$4.58K | 0.05% | 118 |
|
|
2019
Q4 | $722K | Buy |
5,496
+274
| +5% | +$36K | 0.04% | 138 |
|
|
2019
Q3 | $584K | Sell |
5,222
-1,386
| -21% | -$155K | 0.04% | 149 |
|
|
2019
Q2 | $737K | Buy |
6,608
+1,219
| +23% | +$136K | 0.05% | 132 |
|
|
2019
Q1 | $699K | Buy |
5,389
+294
| +6% | +$38.1K | 0.05% | 135 |
|
|
2018
Q4 | $590K | Buy |
5,095
+532
| +12% | +$61.6K | 0.04% | 131 |
|
|
2018
Q3 | $490K | Buy |
4,563
+300
| +7% | +$32.2K | 0.04% | 139 |
|
|
2018
Q2 | $364K | Sell |
4,263
-531
| -11% | -$45.3K | 0.03% | 158 |
|
|
2018
Q1 | $371K | Sell |
4,794
-1,002
| -17% | -$77.5K | 0.03% | 205 |
|
|
2017
Q4 | $490K | Sell |
5,796
-7,643
| -57% | -$646K | 0.04% | 172 |
|
|
2017
Q3 | $1.15M | Sell |
13,439
-163
| -1% | -$13.9K | 0.09% | 104 |
|
|
2017
Q2 | $1.12M | Buy |
13,602
+257
| +2% | +$21.1K | 0.09% | 99 |
|
|
2017
Q1 | $1.12M | Sell |
13,345
-6,188
| -32% | -$520K | 0.1% | 88 |
|
|
2016
Q4 | $1.44M | Buy |
+19,533
| New | +$1.44M | 0.15% | 63 |
|