Brendel Financial Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,192
| Closed | -$1.94M | – | 101 |
|
|
2024
Q3 | $1.94M | Buy |
2,192
+122
| +6% | +$108K | 1.1% | 42 |
|
|
2024
Q2 | $1.87M | Buy |
+2,070
| New | +$1.87M | 1.19% | 39 |
|
|
2021
Q3 | – | Sell |
-275
| Closed | -$63K | – | 182 |
|
|
2021
Q2 | $63K | Buy |
+275
| New | +$63K | 0.03% | 153 |
|
|
2019
Q4 | – | Sell |
-1,950
| Closed | -$218K | – | 86 |
|
|
2019
Q3 | $218K | Hold |
1,950
| – | – | 0.2% | 76 |
|
|
2019
Q2 | $216K | Buy |
+1,950
| New | +$216K | 0.21% | 70 |
|
|
2019
Q1 | – | Sell |
-2,100
| Closed | -$243K | – | 84 |
|
|
2018
Q4 | $243K | Buy |
+2,100
| New | +$243K | 0.28% | 70 |
|