Capital Performance Advisors’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
$1.76M Sell
2,252
-437
-16% -$341K 0.34% 46
2025
Q1
$2.22M Buy
2,689
+2,100
+357% +$1.73M 0.49% 35
2024
Q4
$455K Sell
589
-171
-23% -$132K 0.15% 62
2024
Q3
$673K Buy
760
+300
+65% +$266K 0.2% 42
2024
Q2
$417K Buy
460
+36
+8% +$32.6K 0.16% 53
2024
Q1
$330K Buy
424
+51
+14% +$39.7K 0.13% 56
2023
Q4
$217K Buy
+373
New +$217K 0.09% 66