BigSur Wealth Management’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 | $1.71M | Buy |
2,200
+1,600
| +267% | +$1.25M | 0.43% | 62 |
|
|
2025
Q1 | $496K | Hold |
600
| – | – | 0.13% | 117 |
|
|
2024
Q4 | $463K | Hold |
600
| – | – | 0.13% | 119 |
|
|
2024
Q3 | $532K | Buy |
600
+100
| +20% | +$88.6K | 0.15% | 113 |
|
|
2024
Q2 | $453K | Hold |
500
| – | – | 0.14% | 118 |
|
|
2024
Q1 | $389K | Hold |
500
| – | – | 0.12% | 119 |
|
|
2023
Q4 | $291K | Hold |
500
| – | – | 0.14% | 92 |
|
|
2023
Q3 | $269K | Sell |
500
-145
| -22% | -$77.9K | 0.14% | 92 |
|
|
2023
Q2 | $302K | Sell |
645
-25
| -4% | -$11.7K | 0.14% | 95 |
|
|
2023
Q1 | $230K | Hold |
670
| – | – | 0.11% | 104 |
|
|
2022
Q4 | $245K | Sell |
670
-30
| -4% | -$11K | 0.12% | 102 |
|
|
2022
Q3 | $226K | Hold |
700
| – | – | 0.11% | 108 |
|
|
2022
Q2 | $227K | Hold |
700
| – | – | 0.11% | 110 |
|
|
2022
Q1 | $200K | Buy |
+700
| New | +$200K | 0.08% | 125 |
|
|
2018
Q2 | – | Sell |
-2,668
| Closed | -$206K | – | 107 |
|
|
2018
Q1 | $206K | Sell |
2,668
-1,519
| -36% | -$117K | 0.15% | 105 |
|
|
2017
Q4 | $354K | Hold |
4,187
| – | – | 0.35% | 62 |
|
|
2017
Q3 | $358K | Hold |
4,187
| – | – | 0.36% | 63 |
|
|
2017
Q2 | $344K | Hold |
4,187
| – | – | 0.35% | 63 |
|
|
2017
Q1 | $338K | Sell |
4,187
-313
| -7% | -$25.3K | 0.37% | 62 |
|
|
2016
Q4 | $331K | Buy |
+4,500
| New | +$331K | 0.44% | 54 |
|