Evergreen Capital 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
$6.99M Sell
8,963
-247
-3% -$193K 0.21% 129
2025
Q1
$7.61M Sell
9,210
-1,078
-10% -$890K 0.26% 116
2024
Q4
$7.94M Sell
10,288
-968
-9% -$747K 0.26% 110
2024
Q3
$9.97M Buy
11,256
+1,063
+10% +$942K 0.33% 80
2024
Q2
$9.23M Buy
10,193
+263
+3% +$238K 0.33% 83
2024
Q1
$7.73M Sell
9,930
-1,000
-9% -$778K 0.29% 97
2023
Q4
$6.37M Buy
10,930
+385
+4% +$224K 0.26% 113
2023
Q3
$5.66M Sell
10,545
-236
-2% -$127K 0.25% 123
2023
Q2
$5.06M Buy
10,781
+776
+8% +$364K 0.21% 136
2023
Q1
$3.44M Buy
10,005
+506
+5% +$174K 0.15% 160
2022
Q4
$3.48M Buy
9,499
+475
+5% +$174K 0.16% 153
2022
Q3
$2.92M Buy
9,024
+627
+7% +$203K 0.15% 167
2022
Q2
$2.72M Sell
8,397
-2,711
-24% -$879K 0.14% 178
2022
Q1
$3.18M Sell
11,108
-115
-1% -$32.9K 0.13% 188
2021
Q4
$3.1M Buy
11,223
+143
+1% +$39.5K 0.12% 192
2021
Q3
$2.56M Buy
11,080
+2,831
+34% +$654K 0.12% 192
2021
Q2
$1.89M Buy
8,249
+201
+2% +$46.1K 0.09% 210
2021
Q1
$1.5M Buy
8,048
+2,632
+49% +$492K 0.08% 218
2020
Q4
$914K Buy
5,416
+981
+22% +$166K 0.05% 231
2020
Q3
$656K Buy
4,435
+33
+0.7% +$4.88K 0.05% 236
2020
Q2
$723K Buy
4,402
+243
+6% +$39.9K 0.05% 214
2020
Q1
$577K Buy
4,159
+291
+8% +$40.4K 0.05% 208
2019
Q4
$508K Buy
3,868
+210
+6% +$27.6K 0.04% 251
2019
Q3
$409K Sell
3,658
-120
-3% -$13.4K 0.04% 254
2019
Q2
$419K Sell
3,778
-658
-15% -$73K 0.04% 248
2019
Q1
$576K Buy
4,436
+1,863
+72% +$242K 0.06% 195
2018
Q4
$298K Sell
2,573
-71
-3% -$8.22K 0.03% 272
2018
Q3
$284K Buy
2,644
+131
+5% +$14.1K 0.03% 301
2018
Q2
$214K Buy
+2,513
New +$214K 0.02% 328