Centric Wealth Management’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
$6.38M Sell
10,202
-383
-4% -$240K 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% -$2.28M 2.21% 8
2024
Q3
$10.5M Sell
13,556
-181
-1% -$141K 2.8% 4
2024
Q2
$11.1M Sell
13,737
-387
-3% -$311K 3.18% 4
2024
Q1
$11M Buy
14,124
+587
+4% +$459K 3.51% 3
2023
Q4
$9.56M Buy
13,537
+156
+1% +$110K 3.15% 4
2023
Q3
$7.19M Sell
13,381
-849
-6% -$456K 3% 4
2023
Q2
$6.45M Buy
14,230
+128
+0.9% +$58K 2.57% 5
2023
Q1
$4.84M Buy
14,102
+210
+2% +$72.1K 2.1% 6
2022
Q4
$5.08M Buy
13,892
+124
+0.9% +$45.4K 2.58% 3
2022
Q3
$4.45M Sell
13,768
-2,110
-13% -$682K 1.77% 6
2022
Q2
$5.15M Sell
15,878
-3,346
-17% -$1.08M 1.89% 7
2022
Q1
$5.51M Sell
19,224
-212
-1% -$60.7K 1.74% 6
2021
Q4
$5.37M Buy
19,436
+152
+0.8% +$42K 1.77% 6
2021
Q3
$4.46M Sell
19,284
-5
-0% -$1.16K 1.64% 6
2021
Q2
$4.43M Sell
19,289
-586
-3% -$134K 1.53% 6
2021
Q1
$3.71M Sell
19,875
-454
-2% -$84.8K 1.06% 13
2020
Q4
$3.43M Buy
20,329
+5,560
+38% +$939K 1.07% 13
2020
Q3
$1.58M Sell
14,769
-707
-5% -$75.6K 1.19% 8
2020
Q2
$2.54M Buy
15,476
+707
+5% +$116K 1.33% 11
2020
Q1
$1.58M Sell
14,769
-67
-0.5% -$7.17K 1.19% 8
2019
Q4
$1.95M Buy
14,836
+67
+0.5% +$8.81K 1.55% 4
2019
Q3
$1.58M Buy
14,769
+1,104
+8% +$118K 1.19% 8
2019
Q2
$1.51M Sell
13,665
-111
-0.8% -$12.3K 1.32% 12
2019
Q1
$1.79M Buy
13,776
+149
+1% +$19.3K 1.65% 7
2018
Q4
$1.58M Buy
+13,627
New +$1.58M 1.39% 9