BDO 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
2023
Q2
$1.8M Buy
3,832
+207
+6% +$97.1K 0.21% 97
2023
Q1
$1.24M Sell
3,625
-1,013
-22% -$348K 0.15% 109
2022
Q4
$1.7M Sell
4,638
-452
-9% -$165K 0.21% 98
2022
Q3
$1.65M Sell
5,090
-1,010
-17% -$327K 0.22% 95
2022
Q2
$1.98M Sell
6,100
-406
-6% -$132K 0.24% 83
2022
Q1
$1.86M Sell
6,506
-426
-6% -$122K 0.2% 91
2021
Q4
$1.92M Buy
6,932
+28
+0.4% +$7.74K 0.2% 88
2021
Q3
$1.6M Buy
6,904
+203
+3% +$46.9K 0.18% 99
2021
Q2
$1.54M Buy
6,701
+726
+12% +$167K 0.17% 103
2021
Q1
$1.12M Buy
5,975
+1,863
+45% +$348K 0.13% 120
2020
Q4
$694K Hold
4,112
0.1% 129
2020
Q3
$609K Buy
4,112
+44
+1% +$6.52K 0.1% 123
2020
Q2
$668K Sell
4,068
-699
-15% -$115K 0.12% 114
2020
Q1
$661K Buy
4,767
+1,541
+48% +$214K 0.13% 110
2019
Q4
$424K Buy
3,226
+89
+3% +$11.7K 0.11% 120
2019
Q3
$351K Buy
3,137
+153
+5% +$17.1K 0.09% 137
2019
Q2
$331K Sell
2,984
-667
-18% -$74K 0.09% 134
2019
Q1
$474K Buy
3,651
+1,422
+64% +$185K 0.14% 112
2018
Q4
$258K Buy
2,229
+506
+29% +$58.6K 0.09% 129
2018
Q3
$185K Buy
1,723
+85
+5% +$9.13K 0.06% 163
2018
Q2
$140K Buy
1,638
+137
+9% +$11.7K 0.05% 185
2018
Q1
$116K Buy
1,501
+342
+30% +$26.4K 0.04% 170
2017
Q4
$98K Buy
1,159
+174
+18% +$14.7K 0.04% 154
2017
Q3
$84K Hold
985
0.04% 146
2017
Q2
$81K Buy
+985
New +$81K 0.04% 186