Fiduciary Financial Services of The Southwest’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.66M | Buy |
12,644
+426
| +3% | +$56K | 0.43% | 62 |
|
2019
Q3 | $1.37M | Buy |
12,218
+846
| +7% | +$94.6K | 0.37% | 69 |
|
2019
Q2 | $1.26M | Sell |
11,372
-15
| -0.1% | -$1.66K | 0.36% | 72 |
|
2019
Q1 | $1.48M | Buy |
11,387
+250
| +2% | +$32.4K | 0.43% | 63 |
|
2018
Q4 | $1.29M | Buy |
11,137
+69
| +0.6% | +$7.99K | 0.41% | 66 |
|
2018
Q3 | $1.19M | Hold |
11,068
| – | – | 0.33% | 73 |
|
2018
Q2 | $944K | Sell |
11,068
-1,008
| -8% | -$86K | 0.29% | 85 |
|
2018
Q1 | $934K | Hold |
12,076
| – | – | 0.29% | 85 |
|
2017
Q4 | $1.02M | Sell |
12,076
-91
| -0.7% | -$7.69K | 0.3% | 87 |
|
2017
Q3 | $1.04M | Sell |
12,167
-304
| -2% | -$26K | 0.31% | 86 |
|
2017
Q2 | $1.03M | Sell |
12,471
-123
| -1% | -$10.1K | 0.32% | 87 |
|
2017
Q1 | $1.06M | Buy |
12,594
+55
| +0.4% | +$4.63K | 0.34% | 81 |
|
2016
Q4 | $922K | Sell |
12,539
-310
| -2% | -$22.8K | 0.3% | 89 |
|
2016
Q3 | $1.03M | Buy |
12,849
+115
| +0.9% | +$9.23K | 0.33% | 82 |
|
2016
Q2 | $1M | Sell |
12,734
-557
| -4% | -$43.9K | 0.32% | 80 |
|
2016
Q1 | $957K | Sell |
13,291
-241
| -2% | -$17.4K | 0.34% | 76 |
|
2015
Q4 | $1.14M | Buy |
13,532
+590
| +5% | +$49.7K | 0.41% | 72 |
|
2015
Q3 | $1.08M | Buy |
12,942
+2,065
| +19% | +$173K | 0.38% | 75 |
|
2015
Q2 | $908K | Buy |
10,877
+1,374
| +14% | +$115K | 0.28% | 99 |
|
2015
Q1 | $690K | Sell |
9,503
-550
| -5% | -$39.9K | 0.2% | 107 |
|
2014
Q4 | $694K | Buy |
10,053
+25
| +0.2% | +$1.73K | 0.2% | 108 |
|
2014
Q3 | $650K | Buy |
10,028
+700
| +8% | +$45.4K | 0.18% | 111 |
|
2014
Q2 | $580K | Hold |
9,328
| – | – | 0.16% | 113 |
|
2014
Q1 | $549K | Hold |
9,328
| – | – | 0.17% | 111 |
|
2013
Q4 | $476K | Sell |
9,328
-335
| -3% | -$17.1K | 0.15% | 116 |
|
2013
Q3 | $486K | Hold |
9,663
| – | – | 0.16% | 110 |
|
2013
Q2 | $475K | Buy |
+9,663
| New | +$475K | 0.16% | 113 |
|