EPG 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 | $3.84M | Buy |
4,932
+203
| +4% | +$158K | 1.15% | 19 |
|
|
2025
Q1 | $3.91M | Sell |
4,729
-116
| -2% | -$95.8K | 1.09% | 18 |
|
|
2024
Q4 | $3.74M | Sell |
4,845
-475
| -9% | -$367K | 0.99% | 19 |
|
|
2024
Q3 | $4.71M | Buy |
+5,320
| New | +$4.71M | 1.19% | 15 |
|
|
2024
Q2 | – | Sell |
-6,009
| Closed | -$4.67M | – | 14 |
|
|
2024
Q1 | $4.67M | Buy |
6,009
+180
| +3% | +$140K | 1.14% | 16 |
|
|
2023
Q4 | $4.33M | Sell |
5,829
-141
| -2% | -$105K | 1.14% | 16 |
|
|
2023
Q3 | $3.21M | Sell |
5,970
-184
| -3% | -$98.8K | 0.97% | 18 |
|
|
2023
Q2 | $2.89M | Buy |
6,154
+136
| +2% | +$63.8K | 0.85% | 20 |
|
|
2023
Q1 | $2.07M | Buy |
6,018
+2,576
| +75% | +$885K | 0.65% | 30 |
|
|
2022
Q4 | $1.26M | Sell |
3,442
-653
| -16% | -$239K | 0.48% | 47 |
|
|
2022
Q3 | $1.32M | Buy |
4,095
+96
| +2% | +$31K | 0.54% | 38 |
|
|
2022
Q2 | $1.3M | Sell |
3,999
-25
| -0.6% | -$8.11K | 0.55% | 43 |
|
|
2022
Q1 | $1.15M | Buy |
4,024
+353
| +10% | +$101K | 0.4% | 56 |
|
|
2021
Q4 | $1.01M | Buy |
3,671
+119
| +3% | +$32.9K | 0.36% | 63 |
|
|
2021
Q3 | $821K | Buy |
3,552
+114
| +3% | +$26.4K | 0.33% | 67 |
|
|
2021
Q2 | $789K | Buy |
3,438
+172
| +5% | +$39.5K | 0.33% | 72 |
|
|
2021
Q1 | $610K | Buy |
3,266
+417
| +15% | +$77.9K | 0.3% | 76 |
|
|
2020
Q4 | $481K | Buy |
2,849
+1,327
| +87% | +$224K | 0.29% | 77 |
|
|
2020
Q3 | $225K | Buy |
+1,522
| New | +$225K | 0.17% | 113 |
|
|
2020
Q2 | – | Sell |
-619
| Closed | -$86K | – | 500 |
|
|
2020
Q1 | $86K | Buy |
619
+205
| +50% | +$28.5K | 0.06% | 192 |
|
|
2019
Q4 | $54K | Buy |
+414
| New | +$54K | 0.04% | 227 |
|