Exencial 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 | $4.69M | Sell |
6,012
-904
| -13% | -$705K | 0.17% | 140 |
|
|
2025
Q1 | $5.71M | Buy |
6,916
+390
| +6% | +$322K | 0.21% | 125 |
|
|
2024
Q4 | $5.04M | Sell |
6,526
-265
| -4% | -$205K | 0.18% | 134 |
|
|
2024
Q3 | $6.02M | Sell |
6,791
-70
| -1% | -$62K | 0.22% | 123 |
|
|
2024
Q2 | $6.21M | Sell |
6,861
-354
| -5% | -$320K | 0.23% | 117 |
|
|
2024
Q1 | $5.61M | Sell |
7,215
-239
| -3% | -$186K | 0.21% | 125 |
|
|
2023
Q4 | $4.35M | Buy |
7,454
+286
| +4% | +$167K | 0.18% | 131 |
|
|
2023
Q3 | $3.85M | Sell |
7,168
-656
| -8% | -$352K | 0.19% | 129 |
|
|
2023
Q2 | $3.67M | Buy |
7,824
+38
| +0.5% | +$17.8K | 0.17% | 136 |
|
|
2023
Q1 | $2.67M | Sell |
7,786
-539
| -6% | -$185K | 0.14% | 151 |
|
|
2022
Q4 | $3.05M | Buy |
8,325
+3,557
| +75% | +$1.3M | 0.16% | 147 |
|
|
2022
Q3 | $1.54M | Sell |
4,768
-18
| -0.4% | -$5.82K | 0.09% | 179 |
|
|
2022
Q2 | $1.55M | Buy |
4,786
+611
| +15% | +$198K | 0.09% | 185 |
|
|
2022
Q1 | $1.2M | Buy |
4,175
+1,275
| +44% | +$365K | 0.06% | 221 |
|
|
2021
Q4 | $801K | Buy |
2,900
+251
| +9% | +$69.3K | 0.04% | 246 |
|
|
2021
Q3 | $612K | Sell |
2,649
-9,271
| -78% | -$2.14M | 0.03% | 227 |
|
|
2021
Q2 | $2.74M | Buy |
11,920
+9,916
| +495% | +$2.28M | 0.15% | 157 |
|
|
2021
Q1 | $374K | Sell |
2,004
-10,094
| -83% | -$1.88M | 0.02% | 318 |
|
|
2020
Q4 | $2.04M | Sell |
12,098
-12,350
| -51% | -$2.09M | 0.14% | 151 |
|
|
2020
Q3 | $3.62M | Buy |
24,448
+23,044
| +1,641% | +$3.41M | 0.19% | 139 |
|
|
2020
Q2 | $231K | Buy |
+1,404
| New | +$231K | 0.02% | 296 |
|