Barrett & Company’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 | $579K | Buy |
743
+3
| +0.4% | +$2.34K | 0.22% | 74 |
|
|
2025
Q1 | $611K | Buy |
740
+1
| +0.1% | +$826 | 0.26% | 68 |
|
|
2024
Q4 | $571K | Buy |
739
+3
| +0.4% | +$2.32K | 0.24% | 71 |
|
|
2024
Q3 | $652K | Sell |
736
-316
| -30% | -$280K | 0.28% | 64 |
|
|
2024
Q2 | $953K | Buy |
1,052
+1
| +0.1% | +$906 | 0.43% | 43 |
|
|
2024
Q1 | $818K | Buy |
1,051
+267
| +34% | +$208K | 0.39% | 49 |
|
|
2023
Q4 | $457K | Sell |
784
-338
| -30% | -$197K | 0.25% | 79 |
|
|
2023
Q3 | $602K | Buy |
1,122
+9
| +0.8% | +$4.83K | 0.35% | 58 |
|
|
2023
Q2 | $522K | Buy |
1,113
+2
| +0.2% | +$938 | 0.3% | 66 |
|
|
2023
Q1 | $381K | Buy |
1,111
+4
| +0.4% | +$1.37K | 0.24% | 82 |
|
|
2022
Q4 | $405K | Hold |
1,107
| – | – | 0.27% | 76 |
|
|
2022
Q3 | $405K | Buy |
+1,107
| New | +$405K | 0.27% | 76 |
|