Crewe Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,452
| Closed | -$1.31M | – | 868 |
|
|
2024
Q2 | $1.31M | Sell |
1,452
-79
| -5% | -$71.5K | 0.15% | 63 |
|
|
2024
Q1 | $1.19M | Buy |
+1,531
| New | +$1.19M | 0.14% | 62 |
|
|
2023
Q3 | – | Sell |
-771
| Closed | -$362K | – | 772 |
|
|
2023
Q2 | $362K | Sell |
771
-173
| -18% | -$81.1K | 0.05% | 97 |
|
|
2023
Q1 | $324K | Buy |
944
+154
| +19% | +$52.9K | 0.05% | 115 |
|
|
2022
Q4 | $289K | Sell |
790
-242
| -23% | -$88.5K | 0.05% | 116 |
|
|
2022
Q3 | $334K | Buy |
1,032
+97
| +10% | +$31.4K | 0.06% | 95 |
|
|
2022
Q2 | $303K | Buy |
935
+345
| +58% | +$112K | 0.07% | 91 |
|
|
2022
Q1 | $169K | Hold |
590
| – | – | 0.03% | 123 |
|
|
2021
Q4 | $163K | Hold |
590
| – | – | 0.03% | 100 |
|
|
2021
Q3 | $136K | Hold |
590
| – | – | 0.03% | 94 |
|
|
2021
Q2 | $135K | Buy |
590
+50
| +9% | +$11.4K | 0.03% | 94 |
|
|
2021
Q1 | $101K | Hold |
540
| – | – | 0.03% | 106 |
|
|
2020
Q4 | $91K | Sell |
540
-32
| -6% | -$5.39K | 0.04% | 100 |
|
|
2020
Q3 | $85K | Buy |
572
+132
| +30% | +$19.6K | 0.04% | 95 |
|
|
2020
Q2 | $72K | Hold |
440
| – | – | 0.04% | 88 |
|
|
2020
Q1 | $61K | Hold |
440
| – | – | 0.04% | 80 |
|
|
2019
Q4 | $58K | Hold |
440
| – | – | 0.03% | 105 |
|
|
2019
Q3 | $49K | Hold |
440
| – | – | 0.02% | 120 |
|
|
2019
Q2 | $49K | Hold |
440
| – | – | 0.02% | 143 |
|
|
2019
Q1 | $57K | Hold |
440
| – | – | 0.02% | 119 |
|
|
2018
Q4 | $51K | Hold |
440
| – | – | 0.02% | 109 |
|
|
2018
Q3 | $47K | Hold |
440
| – | – | 0.04% | 122 |
|
|
2018
Q2 | $38K | Sell |
440
-310
| -41% | -$26.8K | 0.04% | 137 |
|
|
2018
Q1 | $58K | Buy |
750
+176
| +31% | +$13.6K | 0.06% | 105 |
|
|
2017
Q4 | $48K | Buy |
+574
| New | +$48K | 0.05% | 122 |
|