Cape Investment Advisory’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 | $145K | Buy |
186
+16
| +9% | +$12.5K | 0.05% | 217 |
|
2025
Q1 | $141K | Sell |
170
-22
| -11% | -$18.2K | 0.06% | 212 |
|
2024
Q4 | $148K | Buy |
192
+28
| +17% | +$21.6K | 0.06% | 202 |
|
2024
Q3 | $145K | Sell |
164
-5
| -3% | -$4.43K | 0.06% | 203 |
|
2024
Q2 | $153K | Sell |
169
-12
| -7% | -$10.9K | 0.07% | 179 |
|
2024
Q1 | $141K | Sell |
181
-35
| -16% | -$27.2K | 0.07% | 178 |
|
2023
Q4 | $126K | Sell |
216
-15
| -6% | -$8.75K | 0.06% | 195 |
|
2023
Q3 | $124K | Sell |
231
-20
| -8% | -$10.7K | 0.07% | 186 |
|
2023
Q2 | $118K | Sell |
251
-25
| -9% | -$11.7K | 0.07% | 185 |
|
2023
Q1 | $94.8K | Buy |
+276
| New | +$94.8K | 0.06% | 193 |
|