Capital Planning Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.86M | Buy |
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|
2025
Q2 | $2.33M | Sell |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $793K | Sell |
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|
2023
Q3 | $762K | Hold |
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|
2023
Q2 | $665K | Sell |
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|
2023
Q1 | $490K | Sell |
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $853K | Buy |
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|
2017
Q2 | $428K | Buy |
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