Baldwin Wealth 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 | $1.77M | Hold |
2,277
| – | – | 0.12% | 84 |
|
|
2025
Q1 | $1.88M | Buy |
2,277
+12
| +0.5% | +$9.91K | 0.13% | 80 |
|
|
2024
Q4 | $1.75M | Buy |
2,265
+154
| +7% | +$119K | 0.12% | 86 |
|
|
2024
Q3 | $1.87M | Buy |
2,111
+846
| +67% | +$750K | 0.13% | 91 |
|
|
2024
Q2 | $1.15M | Buy |
1,265
+14
| +1% | +$12.7K | 0.09% | 96 |
|
|
2024
Q1 | $973K | Sell |
1,251
-21
| -2% | -$16.3K | 0.07% | 109 |
|
|
2023
Q4 | $741K | Hold |
1,272
| – | – | 0.06% | 117 |
|
|
2023
Q3 | $683K | Hold |
1,272
| – | – | 0.06% | 124 |
|
|
2023
Q2 | $597K | Sell |
1,272
-25
| -2% | -$11.7K | 0.05% | 141 |
|
|
2023
Q1 | $445K | Sell |
1,297
-40
| -3% | -$13.7K | 0.04% | 169 |
|
|
2022
Q4 | $489K | Buy |
1,337
+444
| +50% | +$162K | 0.04% | 160 |
|
|
2022
Q3 | $289K | Hold |
893
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $290K | Hold |
893
| – | – | 0.04% | 151 |
|
|
2022
Q1 | $256K | Hold |
893
| – | – | 0.03% | 183 |
|
|
2021
Q4 | $247K | Buy |
893
+75
| +9% | +$20.7K | 0.02% | 189 |
|
|
2021
Q3 | $189K | Sell |
818
-132
| -14% | -$30.5K | 0.02% | 203 |
|
|
2021
Q2 | $218K | Sell |
950
-43
| -4% | -$9.87K | 0.02% | 191 |
|
|
2021
Q1 | $186K | Hold |
993
| – | – | 0.02% | 188 |
|
|
2020
Q4 | $168K | Hold |
993
| – | – | 0.02% | 191 |
|
|
2020
Q3 | $147K | Hold |
993
| – | – | 0.02% | 185 |
|
|
2020
Q2 | $163K | Hold |
993
| – | – | 0.02% | 166 |
|
|
2020
Q1 | $138K | Sell |
993
-407
| -29% | -$56.6K | 0.02% | 175 |
|
|
2019
Q4 | $184K | Hold |
1,400
| – | – | 0.03% | 186 |
|
|
2019
Q3 | $157K | Hold |
1,400
| – | – | 0.02% | 190 |
|
|
2019
Q2 | $155K | Hold |
1,400
| – | – | 0.02% | 214 |
|
|
2019
Q1 | $182K | Buy |
+1,400
| New | +$182K | 0.03% | 207 |
|
|
2018
Q2 | – | Sell |
-3,432
| Closed | -$266K | – | 518 |
|
|
2018
Q1 | $266K | Hold |
3,432
| – | – | 0.04% | 173 |
|
|
2017
Q4 | $290K | Hold |
3,432
| – | – | 0.05% | 168 |
|
|
2017
Q3 | $294K | Hold |
3,432
| – | – | 0.05% | 163 |
|
|
2017
Q2 | $282K | Hold |
3,432
| – | – | 0.05% | 167 |
|
|
2017
Q1 | $289K | Sell |
3,432
-278
| -7% | -$23.4K | 0.05% | 162 |
|
|
2016
Q4 | $273K | Sell |
3,710
-7,900
| -68% | -$581K | 0.05% | 160 |
|
|
2016
Q3 | $932K | Buy |
11,610
+278
| +2% | +$22.3K | 0.17% | 78 |
|
|
2016
Q2 | $892K | Sell |
11,332
-125
| -1% | -$9.84K | 0.18% | 78 |
|
|
2016
Q1 | $825K | Hold |
11,457
| – | – | 0.15% | 117 |
|
|
2015
Q4 | $965K | Sell |
11,457
-2,800
| -20% | -$236K | 0.16% | 123 |
|
|
2015
Q3 | $1.19M | Hold |
14,257
| – | – | 0.2% | 105 |
|
|
2015
Q2 | $1.19M | Hold |
14,257
| – | – | 0.18% | 118 |
|
|
2015
Q1 | $1.04M | Hold |
14,257
| – | – | 0.15% | 127 |
|
|
2014
Q4 | $984K | Sell |
14,257
-100
| -0.7% | -$6.9K | 0.14% | 135 |
|
|
2014
Q3 | $931K | Buy |
+14,357
| New | +$931K | 0.13% | 144 |
|