Braun Stacey Associates’s Eli Lilly LLY Stock Holding History

Braun Stacey Associates’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37.1M	Sell	47,653 -2,670	-5%	-$2.08M	1.34%	14
2025 Q1	$41.6M	Sell	50,323 -1,732	-3%	-$1.43M	1.7%	12
2024 Q4	$40.2M	Sell	52,055 -3,559	-6%	-$2.75M	1.5%	13
2024 Q3	$49.3M	Sell	55,614 -10,035	-15%	-$8.89M	1.87%	7
2024 Q2	$59.4M	Sell	65,649 -655	-1%	-$593K	2.3%	7
2024 Q1	$51.6M	Sell	66,304 -300	-0.5%	-$233K	2.04%	6
2023 Q4	$38.8M	Sell	66,604 -5,265	-7%	-$3.07M	1.74%	7
2023 Q3	$38.6M	Sell	71,869 -4,311	-6%	-$2.32M	1.88%	7
2023 Q2	$35.7M	Sell	76,180 -77,814	-51%	-$36.5M	1.66%	6
2023 Q1	$52.9M	Buy	153,994 +77,415	+101%	+$26.6M	1.38%	10
2022 Q4	$28M	Sell	76,579 -1,726	-2%	-$631K	1.6%	5
2022 Q3	$25.3M	Sell	78,305 -1,090	-1%	-$352K	1.54%	7
2022 Q2	$25.7M	Buy	79,395 +505	+0.6%	+$164K	1.47%	8
2022 Q1	$22.6M	Buy	78,890 +1,815	+2%	+$520K	0.94%	38
2021 Q4	$21.3M	Buy	77,075 +3,304	+4%	+$913K	0.78%	57
2021 Q3	$17M	Buy	73,771 +3,515	+5%	+$812K	0.68%	76
2021 Q2	$16.1M	Buy	70,256 +2,632	+4%	+$604K	0.63%	81
2021 Q1	$12.6M	Buy	+67,624	New	+$12.6M	0.53%	94
2020 Q4	–	Sell	-1,675	Closed	-$248K	–	137
2020 Q3	$248K	Hold	1,675	–	–	0.01%	120
2020 Q2	$275K	Buy	+1,675	New	+$275K	0.02%	117
2016 Q3	–	Sell	-3,700	Closed	-$291K	–	155
2016 Q2	$291K	Sell	3,700 -2,900	-44%	-$228K	0.02%	140
2016 Q1	$475K	Hold	6,600	–	–	0.03%	128
2015 Q4	$556K	Hold	6,600	–	–	0.03%	115
2015 Q3	$552K	Sell	6,600 -3,700	-36%	-$309K	0.04%	116
2015 Q2	$860K	Buy	10,300 +3,700	+56%	+$309K	0.04%	201
2015 Q1	$479K	Buy	6,600 +1,000	+18%	+$72.6K	0.03%	119
2014 Q4	$386K	Hold	5,600	–	–	0.02%	123
2014 Q3	$363K	Buy	5,600 +300	+6%	+$19.4K	0.02%	126
2014 Q2	$330K	Buy	5,300 +1,000	+23%	+$62.3K	0.02%	132
2014 Q1	$253K	Hold	4,300	–	–	0.01%	137
2013 Q4	$219K	Hold	4,300	–	–	0.01%	144
2013 Q3	$216K	Hold	4,300	–	–	0.01%	140
2013 Q2	$211K	Buy	+4,300	New	+$211K	0.01%	154