Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $844K | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $906K | Buy |
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|
2024
Q4 | $802K | Sell |
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|
2024
Q3 | $940K | Buy |
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|
2024
Q2 | $938K | Sell |
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|
2024
Q1 | $809K | Buy |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | $199K | Buy |
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|
2021
Q1 | $144K | Buy |
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|
2020
Q4 | $130K | Buy |
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