EP Wealth 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 | $56M | Buy |
71,787
+2,643
| +4% | +$2.06M | 0.37% | 56 |
|
|
2025
Q1 | $57.1M | Buy |
69,144
+35,207
| +104% | +$29.1M | 0.46% | 47 |
|
|
2024
Q4 | $26.2M | Buy |
33,937
+105
| +0.3% | +$81.1K | 0.21% | 88 |
|
|
2024
Q3 | $30M | Buy |
33,832
+2,506
| +8% | +$2.22M | 0.26% | 79 |
|
|
2024
Q2 | $28.4M | Buy |
31,326
+130
| +0.4% | +$118K | 0.3% | 73 |
|
|
2024
Q1 | $24.3M | Sell |
31,196
-3,960
| -11% | -$3.08M | 0.28% | 78 |
|
|
2023
Q4 | $20.5M | Buy |
35,156
+9,004
| +34% | +$5.25M | 0.26% | 78 |
|
|
2023
Q3 | $14M | Buy |
26,152
+19,673
| +304% | +$10.6M | 0.22% | 81 |
|
|
2023
Q2 | $12.2M | Sell |
6,479
-18,546
| -74% | -$34.9M | 0.18% | 90 |
|
|
2023
Q1 | $20.7K | Sell |
25,025
-565
| -2% | -$467 | ﹤0.01% | 617 |
|
|
2022
Q4 | $9.36M | Buy |
25,590
+630
| +3% | +$230K | 0.17% | 89 |
|
|
2022
Q3 | $8.07M | Buy |
24,960
+18,432
| +282% | +$5.96M | 0.18% | 88 |
|
|
2022
Q2 | $2.12M | Buy |
6,528
+7
| +0.1% | +$2.27K | 0.05% | 189 |
|
|
2022
Q1 | $1.87M | Buy |
6,521
+13
| +0.2% | +$3.72K | 0.04% | 208 |
|
|
2021
Q4 | $1.8M | Buy |
6,508
+398
| +7% | +$110K | 0.04% | 199 |
|
|
2021
Q3 | $1.41M | Sell |
6,110
-1,472
| -19% | -$340K | 0.04% | 200 |
|
|
2021
Q2 | $1.74M | Sell |
7,582
-604
| -7% | -$139K | 0.05% | 191 |
|
|
2021
Q1 | $1.53M | Buy |
8,186
+502
| +7% | +$93.8K | 0.05% | 191 |
|
|
2020
Q4 | $1.3M | Buy |
7,684
+1,973
| +35% | +$333K | 0.05% | 166 |
|
|
2020
Q3 | $845K | Buy |
+5,711
| New | +$845K | 0.04% | 172 |
|
|
2020
Q2 | – | Sell |
-6,962
| Closed | -$966K | – | 184 |
|
|
2020
Q1 | $966K | Buy |
+6,962
| New | +$966K | 0.05% | 169 |
|
|
2019
Q4 | – | Sell |
-7,247
| Closed | -$810K | – | 426 |
|
|
2019
Q3 | $810K | Buy |
7,247
+784
| +12% | +$87.6K | 0.04% | 185 |
|
|
2019
Q2 | $716K | Buy |
6,463
+1,447
| +29% | +$160K | 0.04% | 165 |
|
|
2019
Q1 | $651K | Buy |
5,016
+1,686
| +51% | +$219K | 0.06% | 146 |
|
|
2018
Q4 | $385K | Sell |
3,330
-113
| -3% | -$13.1K | 0.03% | 193 |
|
|
2018
Q3 | $369K | Buy |
+3,443
| New | +$369K | 0.03% | 201 |
|
|
2016
Q1 | – | Sell |
-2,733
| Closed | -$230K | – | 153 |
|
|
2015
Q4 | $230K | Sell |
2,733
-500
| -15% | -$42.1K | 0.04% | 131 |
|
|
2015
Q3 | $271K | Buy |
3,233
+350
| +12% | +$29.3K | 0.05% | 113 |
|
|
2015
Q2 | $241K | Buy |
+2,883
| New | +$241K | 0.05% | 107 |
|