Centric Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.97M | Sell |
9,262
-154
| -2% | -$156K | 1.79% | 11 |
|
|
2025
Q4 | $9.83M | Sell |
9,416
-451
| -5% | -$431K | 2.08% | 8 |
|
|
2025
Q3 | $8.51M | Sell |
9,867
-335
| -3% | -$249K | 1.89% | 10 |
|
|
2025
Q2 | $6.38M | Sell |
10,202
-383
| -4% | -$298K | 1.52% | 14 |
|
|
2025
Q1 | $8.74M | Sell |
10,585
-14
| -0.1% | -$11.6K | 2.3% | 6 |
|
|
2024
Q4 | $8.18M | Sell |
10,599
-2,957
| -22% | -$2.45M | 2.21% | 8 |
|
|
2024
Q3 | $10.5M | Sell |
13,556
-181
| -1% | -$163K | 2.8% | 4 |
|
|
2024
Q2 | $11.1M | Sell |
13,737
-387
| -3% | -$310K | 3.18% | 4 |
|
|
2024
Q1 | $11M | Buy |
14,124
+587
| +4% | +$418K | 3.51% | 3 |
|
|
2023
Q4 | $9.56M | Buy |
13,537
+156
| +1% | +$91.1K | 3.15% | 4 |
|
|
2023
Q3 | $7.19M | Sell |
13,381
-849
| -6% | -$437K | 3% | 4 |
|
|
2023
Q2 | $6.45M | Buy |
14,230
+128
| +0.9% | +$53.7K | 2.57% | 5 |
|
|
2023
Q1 | $4.84M | Buy |
14,102
+210
| +2% | +$70.8K | 2.1% | 6 |
|
|
2022
Q4 | $5.08M | Buy |
13,892
+124
| +0.9% | +$44K | 2.58% | 3 |
|
|
2022
Q3 | $4.45M | Sell |
13,768
-2,110
| -13% | -$669K | 1.77% | 6 |
|
|
2022
Q2 | $5.15M | Sell |
15,878
-3,346
| -17% | -$1M | 1.89% | 7 |
|
|
2022
Q1 | $5.5M | Sell |
19,224
-212
| -1% | -$54.6K | 1.74% | 6 |
|
|
2021
Q4 | $5.37M | Buy |
19,436
+152
| +0.8% | +$38.5K | 1.77% | 6 |
|
|
2021
Q3 | $4.46M | Sell |
19,284
-5
| -0% | -$1.23K | 1.64% | 6 |
|
|
2021
Q2 | $4.43M | Sell |
19,289
-586
| -3% | -$118K | 1.53% | 6 |
|
|
2021
Q1 | $3.71M | Sell |
19,875
-454
| -2% | -$88.8K | 1.06% | 13 |
|
|
2020
Q4 | $3.43M | Buy |
20,329
+5,560
| +38% | +$830K | 1.07% | 13 |
|
|
2020
Q3 | $1.58M | Sell |
14,769
-707
| -5% | -$109K | 1.19% | 8 |
|
|
2020
Q2 | $2.54M | Buy |
15,476
+707
| +5% | +$109K | 1.33% | 11 |
|
|
2020
Q1 | $1.58M | Sell |
14,769
-67
| -0.5% | -$9.21K | 1.19% | 8 |
|
|
2019
Q4 | $1.95M | Buy |
14,836
+67
| +0.5% | +$7.77K | 1.55% | 4 |
|
|
2019
Q3 | $1.58M | Buy |
14,769
+1,104
| +8% | +$123K | 1.19% | 8 |
|
|
2019
Q2 | $1.51M | Sell |
13,665
-111
| -0.8% | -$13.1K | 1.32% | 12 |
|
|
2019
Q1 | $1.79M | Buy |
13,776
+149
| +1% | +$18.1K | 1.65% | 7 |
|
|
2018
Q4 | $1.58M | Buy |
+13,627
| New | +$1.52M | 1.39% | 9 |
|
Other funds holding LLY
VCM
VPM
