CBIZ Investment Advisory Services’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 | $410K | Sell |
526
-22
| -4% | -$17.2K | 0.02% | 35 |
|
|
2025
Q1 | $453K | Buy |
548
+68
| +14% | +$56.2K | 0.02% | 34 |
|
|
2024
Q4 | $371K | Sell |
480
-37
| -7% | -$28.6K | 0.02% | 38 |
|
|
2024
Q3 | $458K | Hold |
517
| – | – | 0.02% | 32 |
|
|
2024
Q2 | $468K | Sell |
517
-100
| -16% | -$90.6K | 0.03% | 30 |
|
|
2024
Q1 | $480K | Buy |
617
+97
| +19% | +$75.5K | 0.03% | 31 |
|
|
2023
Q4 | $303K | Buy |
520
+125
| +32% | +$72.9K | 0.02% | 36 |
|
|
2023
Q3 | $212K | Buy |
+395
| New | +$212K | 0.02% | 31 |
|
|
2021
Q4 | – | Hold |
0
| – | -$109K | – | 64 |
|
|
2021
Q3 | – | Hold |
0
| – | -$108K | – | 52 |
|
|
2021
Q2 | – | Hold |
0
| – | -$88K | – | 51 |
|
|
2021
Q1 | – | Hold |
0
| – | -$79K | – | 47 |
|
|
2020
Q4 | – | Hold |
0
| – | -$70K | – | 50 |
|
|
2020
Q3 | – | Hold |
0
| – | -$77K | – | 53 |
|
|
2020
Q2 | – | Hold |
0
| – | -$67K | – | 52 |
|
|
2020
Q1 | – | Hold |
0
| – | -$62K | – | 61 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 75 |
|