CapWealth 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 | $306K | Sell |
393
-69
| -15% | -$53.8K | 0.03% | 86 |
|
|
2025
Q1 | $382K | Buy |
462
+19
| +4% | +$15.7K | 0.04% | 78 |
|
|
2024
Q4 | $342K | Hold |
443
| – | – | 0.04% | 81 |
|
|
2024
Q3 | $392K | Buy |
443
+5
| +1% | +$4.43K | 0.04% | 79 |
|
|
2024
Q2 | $397K | Buy |
438
+15
| +4% | +$13.6K | 0.05% | 70 |
|
|
2024
Q1 | $329K | Hold |
423
| – | – | 0.04% | 77 |
|
|
2023
Q4 | $247K | Hold |
423
| – | – | 0.03% | 90 |
|
|
2023
Q3 | $227K | Buy |
+423
| New | +$227K | 0.03% | 98 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$19K | – | 378 |
|
|
2014
Q2 | $19K | Sell |
300
-125
| -29% | -$7.92K | ﹤0.01% | 193 |
|
|
2014
Q1 | $25K | Hold |
425
| – | – | 0.01% | 179 |
|
|
2013
Q4 | $22K | Hold |
425
| – | – | 0.01% | 201 |
|
|
2013
Q3 | $21K | Hold |
425
| – | – | 0.01% | 235 |
|
|
2013
Q2 | $21K | Buy |
+425
| New | +$21K | 0.01% | 221 |
|