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Concurrent Investment Advisors’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22.9M Buy
29,390
+1,715
+6% +$1.34M 0.44% 44
2025
Q1
$22.9M Buy
27,675
+3,255
+13% +$2.69M 0.55% 31
2024
Q4
$18.9M Buy
24,420
+611
+3% +$472K 0.51% 38
2024
Q3
$21.1M Buy
23,809
+695
+3% +$616K 0.62% 28
2024
Q2
$20.9M Buy
23,114
+7,842
+51% +$7.1M 0.69% 25
2024
Q1
$11.9M Buy
15,272
+433
+3% +$337K 0.48% 47
2023
Q4
$8.65M Buy
+14,839
New +$8.65M 0.41% 57