Edgemoor Investment Advisors’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 | $810K | Sell |
1,038
-109
| -10% | -$85K | 0.07% | 101 |
|
|
2025
Q1 | $948K | Sell |
1,147
-76
| -6% | -$62.8K | 0.09% | 98 |
|
|
2024
Q4 | $944K | Buy |
1,223
+9
| +0.7% | +$6.95K | 0.08% | 96 |
|
|
2024
Q3 | $1.08M | Buy |
1,214
+5
| +0.4% | +$4.43K | 0.09% | 93 |
|
|
2024
Q2 | $1.09M | Hold |
1,209
| – | – | 0.1% | 86 |
|
|
2024
Q1 | $941K | Buy |
1,209
+16
| +1% | +$12.5K | 0.09% | 90 |
|
|
2023
Q4 | $696K | Sell |
1,193
-135
| -10% | -$78.7K | 0.07% | 97 |
|
|
2023
Q3 | $713K | Hold |
1,328
| – | – | 0.08% | 96 |
|
|
2023
Q2 | $623K | Hold |
1,328
| – | – | 0.07% | 99 |
|
|
2023
Q1 | $456K | Sell |
1,328
-718
| -35% | -$247K | 0.06% | 110 |
|
|
2022
Q4 | $749K | Buy |
2,046
+550
| +37% | +$201K | 0.09% | 95 |
|
|
2022
Q3 | $484K | Buy |
1,496
+77
| +5% | +$24.9K | 0.06% | 104 |
|
|
2022
Q2 | $460K | Buy |
1,419
+8
| +0.6% | +$2.59K | 0.06% | 111 |
|
|
2022
Q1 | $404K | Buy |
1,411
+289
| +26% | +$82.7K | 0.04% | 119 |
|
|
2021
Q4 | $310K | Sell |
1,122
-6
| -0.5% | -$1.66K | 0.03% | 122 |
|
|
2021
Q3 | $261K | Hold |
1,128
| – | – | 0.03% | 117 |
|
|
2021
Q2 | $259K | Hold |
1,128
| – | – | 0.02% | 124 |
|
|
2021
Q1 | $211K | Buy |
+1,128
| New | +$211K | 0.02% | 131 |
|
|
2016
Q1 | – | Sell |
-2,590
| Closed | -$218K | – | 132 |
|
|
2015
Q4 | $218K | Hold |
2,590
| – | – | 0.03% | 129 |
|
|
2015
Q3 | $217K | Hold |
2,590
| – | – | 0.03% | 134 |
|
|
2015
Q2 | $216K | Buy |
+2,590
| New | +$216K | 0.03% | 134 |
|
|
2015
Q1 | – | Sell |
-3,450
| Closed | -$238K | – | 139 |
|
|
2014
Q4 | $238K | Hold |
3,450
| – | – | 0.03% | 127 |
|
|
2014
Q3 | $224K | Hold |
3,450
| – | – | 0.03% | 128 |
|
|
2014
Q2 | $214K | Buy |
+3,450
| New | +$214K | 0.03% | 130 |
|