CapWealth 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
$288K Sell
2025
Q2
$306K Sell
2025
Q1
$382K Buy
2024
Q4
$342K Hold
2024
Q3
$392K Buy
2024
Q2
$397K Buy
2024
Q1
$329K Hold
2023
Q4
$247K Hold
2023
Q3
$227K Buy
2014
Q3
Sell
2014
Q2
$19K Sell
2014
Q1
$25K Hold
2013
Q4
$22K Hold
2013
Q3
$21K Hold
2013
Q2
$21K Buy