Caldwell Trust’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
22,083
+349
|
|
||||
|
2025
Q1 | $18M | Sell |
21,734
-394
|
|
||||
|
2024
Q4 | $17.1M | Buy |
22,128
+23
|
|
||||
|
2024
Q3 | $19.6M | Sell |
22,105
-408
|
|
||||
|
2024
Q2 | $20.4M | Sell |
22,513
-331
|
|
||||
|
2024
Q1 | $17.8M | Sell |
22,844
-174
|
|
||||
|
2023
Q4 | $13.4M | Buy |
23,018
+140
|
|
||||
|
2023
Q3 | $12.3M | Buy |
22,878
+591
|
|
||||
|
2023
Q2 | $10.5M | Sell |
22,287
-357
|
|
||||
|
2023
Q1 | $7.78M | Buy |
22,644
+627
|
|
||||
|
2022
Q4 | $8.05M | Sell |
22,017
-746
|
|
||||
|
2022
Q3 | $7.36M | Sell |
22,763
-269
|
|
||||
|
2022
Q2 | $7.47M | Sell |
23,032
-57
|
|
||||
|
2022
Q1 | $6.61M | Sell |
23,089
-584
|
|
||||
|
2021
Q4 | $6.54M | Sell |
23,673
-627
|
|
||||
|
2021
Q3 | $5.61M | Buy |
24,300
+91
|
|
||||
|
2021
Q2 | $5.56M | Sell |
24,209
-352
|
|
||||
|
2021
Q1 | $4.59M | Sell |
24,561
-844
|
|
||||
|
2020
Q4 | $4.29M | Sell |
25,405
-337
|
|
||||
|
2020
Q3 | $3.81M | Sell |
25,742
-1,681
|
|
||||
|
2020
Q2 | $4.5M | Sell |
27,423
-584
|
|
||||
|
2020
Q1 | $3.89M | Sell |
28,007
-1,189
|
|
||||
|
2019
Q4 | $3.84M | Buy |
+29,196
|
|