Congress Asset 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 | $13.6M | Sell |
17,410
-180,874
| -91% | -$141M | 0.09% | 170 |
|
|
2025
Q1 | $164M | Sell |
198,284
-2,355
| -1% | -$1.95M | 1.23% | 13 |
|
|
2024
Q4 | $155M | Sell |
200,639
-1,038
| -0.5% | -$801K | 1.05% | 17 |
|
|
2024
Q3 | $179M | Sell |
201,677
-432
| -0.2% | -$383K | 1.22% | 7 |
|
|
2024
Q2 | $183M | Sell |
202,109
-23,808
| -11% | -$21.6M | 1.31% | 7 |
|
|
2024
Q1 | $176M | Sell |
225,917
-586
| -0.3% | -$456K | 1.25% | 8 |
|
|
2023
Q4 | $132M | Buy |
226,503
+1,731
| +0.8% | +$1.01M | 1.04% | 27 |
|
|
2023
Q3 | $121M | Sell |
224,772
-53,411
| -19% | -$28.7M | 1.07% | 22 |
|
|
2023
Q2 | $130M | Sell |
278,183
-2,048
| -0.7% | -$960K | 1.13% | 17 |
|
|
2023
Q1 | $96.2M | Sell |
280,231
-4,743
| -2% | -$1.63M | 0.9% | 48 |
|
|
2022
Q4 | $104M | Sell |
284,974
-3,922
| -1% | -$1.43M | 1.05% | 36 |
|
|
2022
Q3 | $93.4M | Sell |
288,896
-847
| -0.3% | -$274K | 1% | 41 |
|
|
2022
Q2 | $93.9M | Buy |
289,743
+864
| +0.3% | +$280K | 0.9% | 47 |
|
|
2022
Q1 | $82.7M | Buy |
+288,879
| New | +$82.7M | 0.7% | 73 |
|
|
2019
Q1 | – | Sell |
-1,740
| Closed | -$201K | – | 363 |
|
|
2018
Q4 | $201K | Buy |
+1,740
| New | +$201K | ﹤0.01% | 360 |
|