Burns Matteson Capital 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 | $672K | Sell |
862
-25
| -3% | -$19.5K | 0.32% | 50 |
|
|
2025
Q1 | $733K | Sell |
887
-467
| -34% | -$386K | 0.39% | 43 |
|
|
2024
Q4 | $1.05M | Sell |
1,354
-156
| -10% | -$120K | 0.59% | 36 |
|
|
2024
Q3 | $1.34M | Buy |
1,510
+58
| +4% | +$51.4K | 0.75% | 29 |
|
|
2024
Q2 | $1.31M | Buy |
1,452
+22
| +2% | +$19.9K | 0.83% | 26 |
|
|
2024
Q1 | $1.11M | Sell |
1,430
-113
| -7% | -$87.9K | 0.72% | 29 |
|
|
2023
Q4 | $899K | Buy |
1,543
+63
| +4% | +$36.7K | 0.63% | 32 |
|
|
2023
Q3 | $795K | Buy |
1,480
+9
| +0.6% | +$4.83K | 0.51% | 38 |
|
|
2023
Q2 | $690K | Buy |
1,471
+37
| +3% | +$17.4K | 0.42% | 47 |
|
|
2023
Q1 | $492K | Buy |
1,434
+72
| +5% | +$24.7K | 0.31% | 94 |
|
|
2022
Q4 | $498K | Buy |
1,362
+14
| +1% | +$5.12K | 0.33% | 93 |
|
|
2022
Q3 | $436K | Buy |
1,348
+306
| +29% | +$98.9K | 0.32% | 45 |
|
|
2022
Q2 | $338K | Hold |
1,042
| – | – | 0.24% | 94 |
|
|
2022
Q1 | $298K | Hold |
1,042
| – | – | 0.21% | 98 |
|
|
2021
Q4 | $288K | Hold |
1,042
| – | – | 0.2% | 106 |
|
|
2021
Q3 | $241K | Hold |
1,042
| – | – | 0.18% | 105 |
|
|
2021
Q2 | $239K | Buy |
+1,042
| New | +$239K | 0.19% | 115 |
|