Cabot 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	$6.75M	Sell	8,657 -65	-0.7%	-$50.7K	0.8%	45
2025 Q1	$7.2M	Buy	8,722 +2,367	+37%	+$1.95M	0.92%	41
2024 Q4	$4.91M	Buy	6,355 +107	+2%	+$82.6K	0.62%	51
2024 Q3	$5.54M	Sell	6,248 -186	-3%	-$165K	0.69%	46
2024 Q2	$5.83M	Buy	6,434 +6	+0.1%	+$5.43K	0.76%	46
2024 Q1	$5M	Sell	6,428 -166	-3%	-$129K	0.65%	46
2023 Q4	$3.84M	Sell	6,594 -39	-0.6%	-$22.7K	0.53%	51
2023 Q3	$3.56M	Buy	6,633 +4,708	+245%	+$2.53M	0.55%	52
2023 Q2	$903K	Hold	1,925	–	–	0.13%	95
2023 Q1	$661K	Hold	1,925	–	–	0.1%	102
2022 Q4	$704K	Sell	1,925 -940	-33%	-$344K	0.12%	97
2022 Q3	$926K	Hold	2,865	–	–	0.16%	93
2022 Q2	$929K	Hold	2,865	–	–	0.15%	95
2022 Q1	$820K	Hold	2,865	–	–	0.11%	101
2021 Q4	$791K	Hold	2,865	–	–	0.1%	103
2021 Q3	$662K	Hold	2,865	–	–	0.09%	109
2021 Q2	$658K	Hold	2,865	–	–	0.09%	106
2021 Q1	$535K	Buy	2,865 +661	+30%	+$123K	0.08%	107
2020 Q4	$372K	Buy	2,204 +279	+14%	+$47.1K	0.06%	117
2020 Q3	$285K	Buy	1,925 +84	+5%	+$12.4K	0.05%	120
2020 Q2	$302K	Hold	1,841	–	–	0.06%	111
2020 Q1	$255K	Hold	1,841	–	–	0.06%	105
2019 Q4	$242K	Hold	1,841	–	–	0.05%	117
2019 Q3	$206K	Hold	1,841	–	–	0.04%	128
2019 Q2	$204K	Hold	1,841	–	–	0.04%	126
2019 Q1	$239K	Sell	1,841 -159	-8%	-$20.6K	0.05%	122
2018 Q4	$231K	Hold	2,000	–	–	0.06%	119
2018 Q3	$215K	Buy	+2,000	New	+$215K	0.05%	120