Evermay 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 | $2.93M | Sell |
3,762
-163
| -4% | -$127K | 0.36% | 33 |
|
|
2025
Q1 | $3.24M | Sell |
3,925
-88
| -2% | -$72.7K | 0.43% | 29 |
|
|
2024
Q4 | $3.1M | Sell |
4,013
-27
| -0.7% | -$20.8K | 0.47% | 30 |
|
|
2024
Q3 | $3.58M | Sell |
4,040
-33
| -0.8% | -$29.2K | 0.58% | 26 |
|
|
2024
Q2 | $3.69M | Sell |
4,073
-110
| -3% | -$99.6K | 0.59% | 27 |
|
|
2024
Q1 | $3.25M | Sell |
4,183
-105
| -2% | -$81.7K | 0.49% | 27 |
|
|
2023
Q4 | $2.5M | Buy |
4,288
+661
| +18% | +$385K | 0.46% | 27 |
|
|
2023
Q3 | $1.95M | Buy |
3,627
+73
| +2% | +$39.2K | 0.4% | 32 |
|
|
2023
Q2 | $1.67M | Sell |
3,554
-392
| -10% | -$184K | 0.32% | 36 |
|
|
2023
Q1 | $1.36M | Buy |
3,946
+213
| +6% | +$73.1K | 0.27% | 40 |
|
|
2022
Q4 | $1.37M | Buy |
3,733
+180
| +5% | +$65.9K | 0.28% | 43 |
|
|
2022
Q3 | $1.15M | Buy |
3,553
+16
| +0.5% | +$5.17K | 0.23% | 48 |
|
|
2022
Q2 | $1.15M | Buy |
3,537
+430
| +14% | +$139K | 0.22% | 49 |
|
|
2022
Q1 | $890K | Sell |
3,107
-368
| -11% | -$105K | 0.15% | 70 |
|
|
2021
Q4 | $960K | Sell |
3,475
-21
| -0.6% | -$5.8K | 0.17% | 49 |
|
|
2021
Q3 | $808K | Sell |
3,496
-147
| -4% | -$34K | 0.16% | 52 |
|
|
2021
Q2 | $836K | Sell |
3,643
-120
| -3% | -$27.5K | 0.15% | 62 |
|
|
2021
Q1 | $703K | Sell |
3,763
-25
| -0.7% | -$4.67K | 0.14% | 66 |
|
|
2020
Q4 | $640K | Buy |
3,788
+192
| +5% | +$32.4K | 0.14% | 67 |
|
|
2020
Q3 | $532K | Hold |
3,596
| – | – | 0.13% | 75 |
|
|
2020
Q2 | $590K | Sell |
3,596
-300
| -8% | -$49.2K | 0.16% | 68 |
|
|
2020
Q1 | $540K | Sell |
3,896
-81
| -2% | -$11.2K | 0.16% | 64 |
|
|
2019
Q4 | $523K | Buy |
3,977
+924
| +30% | +$122K | 0.13% | 85 |
|
|
2019
Q3 | $341K | Sell |
3,053
-27
| -0.9% | -$3.02K | 0.09% | 103 |
|
|
2019
Q2 | $341K | Buy |
3,080
+72
| +2% | +$7.97K | 0.09% | 103 |
|
|
2019
Q1 | $390K | Sell |
3,008
-58
| -2% | -$7.52K | 0.11% | 89 |
|
|
2018
Q4 | $355K | Buy |
3,066
+1,116
| +57% | +$129K | 0.11% | 87 |
|
|
2018
Q3 | $209K | Buy |
+1,950
| New | +$209K | 0.07% | 141 |
|