Congress Wealth 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
Q2
$38.2M Sell
2025
Q1
$57.8M Buy
2024
Q4
$37.5M Buy
2024
Q3
$42.3M Buy
2024
Q2
$39.6M Buy
2024
Q1
$30M Buy
2023
Q4
$21.2M Buy
2023
Q3
$17.5M Sell
2023
Q2
$17.4M Buy
2023
Q1
$12.7M Sell
2022
Q4
$13.6M Sell
2022
Q3
$12.1M Buy
2022
Q2
$11.7M Buy
2022
Q1
$10.3M Buy
2021
Q4
$600K Buy