Evanson Asset 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 | $1.59M | Buy |
2,035
+325
| +19% | +$253K | 0.1% | 105 |
|
|
2025
Q1 | $1.41M | Buy |
1,710
+234
| +16% | +$193K | 0.1% | 100 |
|
|
2024
Q4 | $1.14M | Sell |
1,476
-29
| -2% | -$22.4K | 0.08% | 110 |
|
|
2024
Q3 | $1.33M | Buy |
1,505
+93
| +7% | +$82.4K | 0.09% | 101 |
|
|
2024
Q2 | $1.28M | Buy |
1,412
+65
| +5% | +$58.9K | 0.09% | 101 |
|
|
2024
Q1 | $1.05M | Buy |
1,347
+68
| +5% | +$52.9K | 0.08% | 111 |
|
|
2023
Q4 | $746K | Buy |
1,279
+56
| +5% | +$32.6K | 0.06% | 130 |
|
|
2023
Q3 | $657K | Buy |
1,223
+12
| +1% | +$6.45K | 0.06% | 132 |
|
|
2023
Q2 | $568K | Buy |
1,211
+240
| +25% | +$113K | 0.05% | 144 |
|
|
2023
Q1 | $333K | Buy |
971
+261
| +37% | +$89.6K | 0.03% | 200 |
|
|
2022
Q4 | $260K | Sell |
710
-279
| -28% | -$102K | 0.03% | 220 |
|
|
2022
Q3 | $320K | Buy |
989
+241
| +32% | +$78K | 0.04% | 197 |
|
|
2022
Q2 | $243K | Hold |
748
| – | – | 0.03% | 230 |
|
|
2022
Q1 | $214K | Hold |
748
| – | – | 0.02% | 267 |
|
|
2021
Q4 | $207K | Buy |
+748
| New | +$207K | 0.02% | 272 |
|
|
2020
Q2 | – | Sell |
-2,348
| Closed | -$326K | – | 240 |
|
|
2020
Q1 | $326K | Hold |
2,348
| – | – | 0.08% | 152 |
|
|
2019
Q4 | $309K | Hold |
2,348
| – | – | 0.06% | 176 |
|
|
2019
Q3 | $263K | Sell |
2,348
-29
| -1% | -$3.25K | 0.05% | 196 |
|
|
2019
Q2 | $263K | Buy |
2,377
+60
| +3% | +$6.64K | 0.05% | 199 |
|
|
2019
Q1 | $301K | Hold |
2,317
| – | – | 0.06% | 175 |
|
|
2018
Q4 | $268K | Buy |
+2,317
| New | +$268K | 0.06% | 179 |
|
|
2016
Q4 | – | Sell |
-4,904
| Closed | -$394K | – | 220 |
|
|
2016
Q3 | $394K | Sell |
4,904
-50
| -1% | -$4.02K | 0.11% | 127 |
|
|
2016
Q2 | $390K | Buy |
4,954
+50
| +1% | +$3.94K | 0.12% | 128 |
|
|
2016
Q1 | $353K | Hold |
4,904
| – | – | 0.12% | 129 |
|
|
2015
Q4 | $413K | Hold |
4,904
| – | – | 0.15% | 112 |
|
|
2015
Q3 | $410K | Hold |
4,904
| – | – | 0.15% | 112 |
|
|
2015
Q2 | $409K | Hold |
4,904
| – | – | 0.14% | 123 |
|
|
2015
Q1 | $356K | Hold |
4,904
| – | – | 0.13% | 132 |
|
|
2014
Q4 | $338K | Buy |
+4,904
| New | +$338K | 0.12% | 134 |
|