Center for Financial Planning’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 | $613K | Buy |
786
+27
| +4% | +$21K | 0.07% | 89 |
|
|
2025
Q1 | $627K | Sell |
759
-55
| -7% | -$45.4K | 0.08% | 87 |
|
|
2024
Q4 | $628K | Buy |
814
+42
| +5% | +$32.4K | 0.08% | 83 |
|
|
2024
Q3 | $684K | Buy |
772
+11
| +1% | +$9.75K | 0.09% | 75 |
|
|
2024
Q2 | $689K | Buy |
761
+6
| +0.8% | +$5.43K | 0.1% | 71 |
|
|
2024
Q1 | $587K | Buy |
755
+282
| +60% | +$219K | 0.09% | 80 |
|
|
2023
Q4 | $276K | Sell |
473
-33
| -7% | -$19.2K | 0.05% | 120 |
|
|
2023
Q3 | $272K | Buy |
506
+106
| +27% | +$56.9K | 0.06% | 112 |
|
|
2023
Q2 | $188K | Buy |
400
+200
| +100% | +$93.8K | 0.04% | 135 |
|
|
2023
Q1 | $68.7K | Hold |
200
| – | – | 0.02% | 188 |
|
|
2022
Q4 | $73.2K | Sell |
200
-42
| -17% | -$15.4K | 0.02% | 187 |
|
|
2022
Q3 | $78K | Buy |
242
+35
| +17% | +$11.3K | 0.02% | 177 |
|
|
2022
Q2 | $67K | Hold |
207
| – | – | 0.02% | 195 |
|
|
2022
Q1 | $59K | Hold |
207
| – | – | 0.01% | 215 |
|
|
2021
Q4 | $57K | Buy |
207
+7
| +4% | +$1.93K | 0.01% | 216 |
|
|
2021
Q3 | $46K | Hold |
200
| – | – | 0.01% | 230 |
|
|
2021
Q2 | $46K | Hold |
200
| – | – | 0.01% | 230 |
|
|
2021
Q1 | $37K | Hold |
200
| – | – | 0.01% | 243 |
|
|
2020
Q4 | $34K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2020
Q3 | $30K | Hold |
200
| – | – | 0.01% | 223 |
|
|
2020
Q2 | $33K | Sell |
200
-89
| -31% | -$14.7K | 0.01% | 216 |
|
|
2020
Q1 | $40K | Buy |
289
+89
| +45% | +$12.3K | 0.01% | 189 |
|
|
2019
Q4 | $26K | Buy |
+200
| New | +$26K | 0.01% | 240 |
|