Carolina Wealth 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 | $1.02M | Buy |
1,312
+375
| +40% | +$292K | 0.5% | 41 |
|
|
2025
Q1 | $774K | Buy |
937
+647
| +223% | +$534K | 0.42% | 41 |
|
|
2024
Q4 | $224K | Buy |
290
+151
| +109% | +$117K | 0.12% | 56 |
|
|
2024
Q3 | $123K | Buy |
139
+58
| +72% | +$51.4K | 0.06% | 65 |
|
|
2024
Q2 | $73.3K | Hold |
81
| – | – | 0.04% | 81 |
|
|
2024
Q1 | $63K | Hold |
81
| – | – | 0.03% | 99 |
|
|
2023
Q4 | $47.2K | Hold |
81
| – | – | 0.02% | 115 |
|
|
2023
Q3 | $43.5K | Hold |
81
| – | – | 0.02% | 126 |
|
|
2023
Q2 | $38K | Buy |
81
+13
| +19% | +$6.1K | 0.02% | 113 |
|
|
2023
Q1 | $23.4K | Hold |
68
| – | – | 0.01% | 125 |
|
|
2022
Q4 | $25K | Hold |
68
| – | – | 0.02% | 120 |
|
|
2022
Q3 | $22K | Hold |
68
| – | – | 0.02% | 122 |
|
|
2022
Q2 | $22K | Hold |
68
| – | – | 0.01% | 141 |
|
|
2022
Q1 | $19K | Hold |
68
| – | – | 0.01% | 157 |
|
|
2021
Q4 | $19K | Sell |
68
-3,250
| -98% | -$908K | 0.01% | 164 |
|
|
2021
Q3 | $767K | Sell |
3,318
-117
| -3% | -$27K | 0.51% | 31 |
|
|
2021
Q2 | $788K | Sell |
3,435
-80
| -2% | -$18.4K | 0.53% | 31 |
|
|
2021
Q1 | $657K | Sell |
3,515
-3,636
| -51% | -$680K | 0.48% | 31 |
|
|
2020
Q4 | $1.21M | Sell |
7,151
-105
| -1% | -$17.7K | 0.97% | 28 |
|
|
2020
Q3 | $1.07M | Buy |
7,256
+581
| +9% | +$86K | 0.94% | 28 |
|
|
2020
Q2 | $1.1M | Buy |
6,675
+586
| +10% | +$96.2K | 1.06% | 28 |
|
|
2020
Q1 | $845K | Buy |
6,089
+2,398
| +65% | +$333K | 0.98% | 27 |
|
|
2019
Q4 | $485K | Buy |
+3,691
| New | +$485K | 0.46% | 37 |
|