BFA
Beaumont Financial Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
4,497
-56
| -1% | -$43.7K | 0.25% | 64 |
|
|
2025
Q1 | $3.76M | Sell |
4,553
-1,005
| -18% | -$830K | 0.29% | 62 |
|
|
2024
Q4 | $4.29M | Sell |
5,558
-214
| -4% | -$165K | 0.32% | 59 |
|
|
2024
Q3 | $5.11M | Buy |
5,772
+243
| +4% | +$215K | 0.4% | 50 |
|
|
2024
Q2 | $5.01M | Sell |
5,529
-394
| -7% | -$357K | 0.4% | 51 |
|
|
2024
Q1 | $4.61M | Sell |
5,923
-433
| -7% | -$337K | 0.38% | 50 |
|
|
2023
Q4 | $3.7M | Buy |
6,356
+129
| +2% | +$75.2K | 0.34% | 55 |
|
|
2023
Q3 | $3.34M | Sell |
6,227
-69
| -1% | -$37.1K | 0.33% | 53 |
|
|
2023
Q2 | $2.95M | Buy |
6,296
+182
| +3% | +$85.3K | 0.27% | 63 |
|
|
2023
Q1 | $2.1M | Buy |
6,114
+30
| +0.5% | +$10.3K | 0.21% | 64 |
|
|
2022
Q4 | $2.23M | Sell |
6,084
-1,957
| -24% | -$716K | 0.22% | 63 |
|
|
2022
Q3 | $2.6M | Sell |
8,041
-1
| -0% | -$323 | 0.25% | 56 |
|
|
2022
Q2 | $2.61M | Sell |
8,042
-212
| -3% | -$68.7K | 0.23% | 64 |
|
|
2022
Q1 | $2.36M | Sell |
8,254
-302
| -4% | -$86.5K | 0.18% | 97 |
|
|
2021
Q4 | $2.36M | Buy |
8,556
+6
| +0.1% | +$1.66K | 0.17% | 90 |
|
|
2021
Q3 | $1.98M | Sell |
8,550
-414
| -5% | -$95.6K | 0.15% | 102 |
|
|
2021
Q2 | $2.06M | Buy |
8,964
+331
| +4% | +$76K | 0.16% | 101 |
|
|
2021
Q1 | $1.61M | Sell |
8,633
-16
| -0.2% | -$2.99K | 0.14% | 106 |
|
|
2020
Q4 | $1.46M | Buy |
8,649
+351
| +4% | +$59.3K | 0.13% | 113 |
|
|
2020
Q3 | $1.23M | Buy |
8,298
+82
| +1% | +$12.1K | 0.12% | 125 |
|
|
2020
Q2 | $1.35M | Sell |
8,216
-227
| -3% | -$37.3K | 0.14% | 115 |
|
|
2020
Q1 | $1.17M | Buy |
8,443
+125
| +2% | +$17.3K | 0.15% | 96 |
|
|
2019
Q4 | $1.09M | Sell |
8,318
-3
| -0% | -$394 | 0.11% | 125 |
|
|
2019
Q3 | $930K | Buy |
+8,321
| New | +$930K | 0.09% | 129 |
|