Dynamic Advisor Solutions’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.2M Sell
14,369
-386
-3% -$301K 0.35% 68
2025
Q1
$12.2M Sell
14,755
-674
-4% -$557K 0.4% 60
2024
Q4
$11.9M Sell
15,429
-1,620
-10% -$1.25M 0.52% 44
2024
Q3
$15.1M Buy
17,049
+799
+5% +$708K 0.45% 51
2024
Q2
$14.7M Buy
16,250
+869
+6% +$787K 0.46% 47
2024
Q1
$12M Buy
15,381
+417
+3% +$324K 0.4% 56
2023
Q4
$9.26M Buy
14,964
+347
+2% +$215K 0.34% 73
2023
Q3
$7.85M Buy
14,617
+986
+7% +$530K 0.37% 66
2023
Q2
$6.39M Buy
13,631
+6,115
+81% +$2.87M 0.33% 73
2023
Q1
$2.58M Sell
7,516
-628
-8% -$216K 0.15% 173
2022
Q4
$2.98M Buy
8,144
+2,602
+47% +$952K 0.2% 125
2022
Q3
$1.79M Sell
5,542
-862
-13% -$279K 0.14% 165
2022
Q2
$2.08M Buy
6,404
+370
+6% +$120K 0.16% 148
2022
Q1
$1.73M Buy
6,034
+1,208
+25% +$346K 0.12% 178
2021
Q4
$1.33M Sell
4,826
-133
-3% -$36.7K 0.1% 220
2021
Q3
$1.15M Buy
4,959
+491
+11% +$113K 0.09% 260
2021
Q2
$1.03M Buy
4,468
+52
+1% +$11.9K 0.08% 272
2021
Q1
$825K Sell
4,416
-1,275
-22% -$238K 0.08% 274
2020
Q4
$961K Buy
5,691
+137
+2% +$23.1K 0.09% 247
2020
Q3
$822K Sell
5,554
-1,000
-15% -$148K 0.09% 236
2020
Q2
$1.08M Hold
6,554
0.15% 171
2020
Q1
$909K Buy
6,554
+9
+0.1% +$1.25K 0.17% 162
2019
Q4
$860K Buy
6,545
+1,872
+40% +$246K 0.12% 212
2019
Q3
$523K Sell
4,673
-894
-16% -$100K 0.08% 264
2019
Q2
$617K Buy
5,567
+1,095
+24% +$121K 0.1% 224
2019
Q1
$580K Sell
4,472
-68
-1% -$8.82K 0.11% 201
2018
Q4
$522K Sell
4,540
-850
-16% -$97.7K 0.11% 198
2018
Q3
$578K Buy
5,390
+1
+0% +$107 0.12% 198
2018
Q2
$460K Buy
5,389
+67
+1% +$5.72K 0.1% 226
2018
Q1
$411K Sell
5,322
-609
-10% -$47K 0.11% 206
2017
Q4
$501K Buy
5,931
+351
+6% +$29.6K 0.16% 151
2017
Q3
$477K Sell
5,580
-288
-5% -$24.6K 0.19% 146
2017
Q2
$483K Buy
5,868
+171
+3% +$14.1K 0.19% 139
2017
Q1
$479K Sell
5,697
-797
-12% -$67K 0.19% 136
2016
Q4
$478K Buy
+6,494
New +$478K 0.19% 135
2014
Q3
Sell
-4,280
Closed -$266K 208
2014
Q2
$266K Buy
+4,280
New +$266K 0.16% 163