Concord Wealth Partners’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 | $2.85M | Sell |
3,652
-151
| -4% | -$118K | 0.42% | 54 |
|
|
2025
Q1 | $3.14M | Sell |
3,803
-1,610
| -30% | -$1.33M | 0.52% | 49 |
|
|
2024
Q4 | $4.18M | Buy |
5,413
+346
| +7% | +$267K | 0.68% | 34 |
|
|
2024
Q3 | $4.49M | Buy |
5,067
+416
| +9% | +$369K | 0.75% | 37 |
|
|
2024
Q2 | $4.21M | Buy |
4,651
+20
| +0.4% | +$18.1K | 0.74% | 35 |
|
|
2024
Q1 | $3.6M | Buy |
4,631
+987
| +27% | +$768K | 0.65% | 39 |
|
|
2023
Q4 | $2.12M | Buy |
3,644
+615
| +20% | +$359K | 0.43% | 52 |
|
|
2023
Q3 | $1.63M | Sell |
3,029
-400
| -12% | -$215K | 0.35% | 51 |
|
|
2023
Q2 | $1.61M | Buy |
3,429
+981
| +40% | +$460K | 0.35% | 49 |
|
|
2023
Q1 | $841K | Buy |
2,448
+361
| +17% | +$124K | 0.24% | 58 |
|
|
2022
Q4 | $764K | Sell |
2,087
-857
| -29% | -$314K | 0.23% | 61 |
|
|
2022
Q3 | $952K | Buy |
2,944
+41
| +1% | +$13.3K | 0.3% | 48 |
|
|
2022
Q2 | $941K | Buy |
2,903
+772
| +36% | +$250K | 0.26% | 54 |
|
|
2022
Q1 | $610K | Sell |
2,131
-22
| -1% | -$6.3K | 0.16% | 86 |
|
|
2021
Q4 | $595K | Buy |
2,153
+844
| +64% | +$233K | 0.15% | 87 |
|
|
2021
Q3 | $302K | Sell |
1,309
-1,102
| -46% | -$254K | 0.12% | 60 |
|
|
2021
Q2 | $553K | Buy |
2,411
+678
| +39% | +$156K | 0.16% | 61 |
|
|
2021
Q1 | $324K | Buy |
1,733
+1,062
| +158% | +$199K | 0.11% | 91 |
|
|
2020
Q4 | $113K | Buy |
+671
| New | +$113K | 0.09% | 122 |
|