Carson Advisory’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
$504K Buy
647
+25
+4% +$19.5K 0.32% 72
2025
Q1
$514K Sell
622
-25
-4% -$20.6K 0.35% 71
2024
Q4
$499K Sell
647
-392
-38% -$303K 0.35% 68
2024
Q3
$921K Buy
1,039
+127
+14% +$113K 0.58% 46
2024
Q2
$826K Sell
912
-5
-0.5% -$4.53K 0.58% 45
2024
Q1
$713K Sell
917
-49
-5% -$38.1K 0.5% 61
2023
Q4
$563K Sell
966
-90
-9% -$52.5K 0.44% 75
2023
Q3
$567K Sell
1,056
-9
-0.8% -$4.83K 0.5% 69
2023
Q2
$500K Sell
1,065
-99
-9% -$46.4K 0.42% 82
2023
Q1
$400K Buy
1,164
+1
+0.1% +$344 0.36% 84
2022
Q4
$426K Buy
1,163
+15
+1% +$5.49K 0.41% 67
2022
Q3
$371K Sell
1,148
-159
-12% -$51.4K 0.41% 66
2022
Q2
$424K Buy
1,307
+176
+16% +$57.1K 0.47% 62
2022
Q1
$324K Buy
1,131
+1
+0.1% +$286 0.32% 79
2021
Q4
$312K Buy
+1,130
New +$312K 0.32% 83