Capital Planning 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 | $2.33M | Sell |
2,985
-48
| -2% | -$37.4K | 0.34% | 56 |
|
|
2025
Q1 | $2.5M | Buy |
3,033
+162
| +6% | +$134K | 0.39% | 53 |
|
|
2024
Q4 | $2.22M | Buy |
2,871
+1,379
| +92% | +$1.06M | 0.34% | 58 |
|
|
2024
Q3 | $1.32M | Buy |
1,492
+329
| +28% | +$291K | 0.2% | 65 |
|
|
2024
Q2 | $1.05M | Sell |
1,163
-194
| -14% | -$176K | 0.18% | 72 |
|
|
2024
Q1 | $1.06M | Sell |
1,357
-4
| -0.3% | -$3.11K | 0.19% | 72 |
|
|
2023
Q4 | $793K | Sell |
1,361
-57
| -4% | -$33.2K | 0.15% | 76 |
|
|
2023
Q3 | $762K | Hold |
1,418
| – | – | 0.16% | 74 |
|
|
2023
Q2 | $665K | Sell |
1,418
-8
| -0.6% | -$3.75K | 0.13% | 83 |
|
|
2023
Q1 | $490K | Sell |
1,426
-10
| -0.7% | -$3.43K | 0.1% | 89 |
|
|
2022
Q4 | $525K | Sell |
1,436
-198
| -12% | -$72.4K | 0.12% | 86 |
|
|
2022
Q3 | $528K | Buy |
1,634
+650
| +66% | +$210K | 0.14% | 81 |
|
|
2022
Q2 | $319K | Buy |
984
+88
| +10% | +$28.5K | 0.08% | 102 |
|
|
2022
Q1 | $257K | Sell |
896
-6
| -0.7% | -$1.72K | 0.06% | 138 |
|
|
2021
Q4 | $249K | Buy |
+902
| New | +$249K | 0.05% | 143 |
|
|
2018
Q1 | – | Sell |
-13,363
| Closed | -$1.13M | – | 124 |
|
|
2017
Q4 | $1.13M | Buy |
13,363
+3,386
| +34% | +$286K | 0.4% | 67 |
|
|
2017
Q3 | $853K | Buy |
9,977
+4,774
| +92% | +$408K | 0.33% | 69 |
|
|
2017
Q2 | $428K | Buy |
+5,203
| New | +$428K | 0.19% | 89 |
|