Eads & Heald Wealth 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
$789K Sell
1,013
-59
-6% -$46K 0.39% 100
2025
Q1
$885K Sell
1,072
-38
-3% -$31.4K 0.45% 86
2024
Q4
$857K Sell
1,110
-88
-7% -$67.9K 0.42% 94
2024
Q3
$1.06M Sell
1,198
-98
-8% -$86.8K 0.5% 83
2024
Q2
$1.17M Sell
1,296
-32
-2% -$29K 0.57% 80
2024
Q1
$1.03M Sell
1,328
-93
-7% -$72.3K 0.48% 89
2023
Q4
$828K Sell
1,421
-166
-10% -$96.7K 0.4% 94
2023
Q3
$852K Sell
1,587
-236
-13% -$127K 0.45% 89
2023
Q2
$855K Sell
1,823
-548
-23% -$257K 0.42% 92
2023
Q1
$814K Sell
2,371
-38
-2% -$13K 0.4% 94
2022
Q4
$881K Sell
2,409
-180
-7% -$65.8K 0.45% 89
2022
Q3
$837K Sell
2,589
-388
-13% -$125K 0.47% 87
2022
Q2
$965K Sell
2,977
-313
-10% -$101K 0.52% 83
2022
Q1
$942K Sell
3,290
-308
-9% -$88.2K 0.44% 92
2021
Q4
$994K Sell
3,598
-100
-3% -$27.6K 0.43% 92
2021
Q3
$854K Sell
3,698
-370
-9% -$85.4K 0.41% 93
2021
Q2
$934K Sell
4,068
-266
-6% -$61.1K 0.46% 92
2021
Q1
$810K Sell
4,334
-430
-9% -$80.4K 0.42% 94
2020
Q4
$804K Sell
4,764
-95
-2% -$16K 0.43% 89
2020
Q3
$719K Buy
4,859
+35
+0.7% +$5.18K 0.43% 89
2020
Q2
$792K Buy
4,824
+34
+0.7% +$5.58K 0.48% 85
2020
Q1
$664K Sell
4,790
-309
-6% -$42.8K 0.47% 87
2019
Q4
$670K Sell
5,099
-25
-0.5% -$3.29K 0.35% 99
2019
Q3
$573K Buy
5,124
+48
+0.9% +$5.37K 0.32% 104
2019
Q2
$562K Sell
5,076
-323
-6% -$35.8K 0.32% 105
2019
Q1
$701K Sell
5,399
-338
-6% -$43.9K 0.41% 96
2018
Q4
$664K Sell
5,737
-280
-5% -$32.4K 0.44% 89
2018
Q3
$646K Sell
6,017
-365
-6% -$39.2K 0.37% 98
2018
Q2
$545K Sell
6,382
-592
-8% -$50.6K 0.34% 101
2018
Q1
$540K Sell
6,974
-185
-3% -$14.3K 0.34% 101
2017
Q4
$605K Sell
7,159
-20
-0.3% -$1.69K 0.36% 100
2017
Q3
$614K Sell
7,179
-55
-0.8% -$4.7K 0.38% 101
2017
Q2
$595K Hold
7,234
0.38% 97
2017
Q1
$608K Sell
7,234
-15
-0.2% -$1.26K 0.39% 93
2016
Q4
$533K Sell
7,249
-180
-2% -$13.2K 0.36% 97
2016
Q3
$596K Sell
7,429
-130
-2% -$10.4K 0.41% 97
2016
Q2
$595K Sell
7,559
-65
-0.9% -$5.12K 0.41% 94
2016
Q1
$549K Sell
7,624
-300
-4% -$21.6K 0.38% 99
2015
Q4
$668K Sell
7,924
-212
-3% -$17.9K 0.46% 88
2015
Q3
$681K Sell
8,136
-778
-9% -$65.1K 0.49% 85
2015
Q2
$744K Sell
8,914
-715
-7% -$59.7K 0.49% 87
2015
Q1
$700K Sell
9,629
-1,055
-10% -$76.7K 0.45% 90
2014
Q4
$737K Sell
10,684
-515
-5% -$35.5K 0.47% 88
2014
Q3
$726K Buy
11,199
+115
+1% +$7.46K 0.49% 85
2014
Q2
$689K Buy
11,084
+1,779
+19% +$111K 0.46% 88
2014
Q1
$548K Buy
+9,305
New +$548K 0.36% 96