Birchcreek 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 | $1.21M | Sell |
1,547
-52
| -3% | -$40.5K | 0.68% | 31 |
|
|
2025
Q1 | $1.32M | Sell |
1,599
-115
| -7% | -$95K | 0.83% | 21 |
|
|
2024
Q4 | $1.32M | Sell |
1,714
-216
| -11% | -$167K | 0.83% | 23 |
|
|
2024
Q3 | $1.71M | Sell |
1,930
-258
| -12% | -$229K | 1.12% | 19 |
|
|
2024
Q2 | $1.98M | Buy |
2,188
+48
| +2% | +$43.5K | 1.12% | 17 |
|
|
2024
Q1 | $1.66M | Buy |
2,140
+68
| +3% | +$52.9K | 0.88% | 28 |
|
|
2023
Q4 | $1.21M | Sell |
2,072
-7
| -0.3% | -$4.08K | 0.72% | 38 |
|
|
2023
Q3 | $1.12M | Sell |
2,079
-10
| -0.5% | -$5.37K | 0.76% | 36 |
|
|
2023
Q2 | $980K | Buy |
2,089
+348
| +20% | +$163K | 0.68% | 42 |
|
|
2023
Q1 | $598K | Buy |
1,741
+99
| +6% | +$34K | 0.47% | 54 |
|
|
2022
Q4 | $601K | Hold |
1,642
| – | – | 0.53% | 54 |
|
|
2022
Q3 | $531K | Hold |
1,642
| – | – | 0.49% | 57 |
|
|
2022
Q2 | $532K | Buy |
1,642
+330
| +25% | +$107K | 0.48% | 53 |
|
|
2022
Q1 | $376K | Hold |
1,312
| – | – | 0.33% | 69 |
|
|
2021
Q4 | $362K | Hold |
1,312
| – | – | 0.32% | 72 |
|
|
2021
Q3 | $303K | Hold |
1,312
| – | – | 0.28% | 81 |
|
|
2021
Q2 | $301K | Hold |
1,312
| – | – | 0.29% | 79 |
|
|
2021
Q1 | $245K | Hold |
1,312
| – | – | 0.26% | 92 |
|
|
2020
Q4 | $221K | Buy |
+1,312
| New | +$221K | 0.22% | 89 |
|