Financial Architects (New Jersey)’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $926K | Sell |
1,975
-387
| -16% | -$181K | 0.14% | 147 |
|
|
2023
Q1 | $811K | Buy |
2,362
+229
| +11% | +$78.7K | 0.13% | 156 |
|
|
2022
Q4 | $780K | Sell |
2,133
-29
| -1% | -$10.6K | 0.13% | 161 |
|
|
2022
Q3 | $699K | Buy |
+2,162
| New | +$699K | 0.12% | 162 |
|
|
2022
Q2 | – | Sell |
-1,863
| Closed | -$534K | – | 161 |
|
|
2022
Q1 | $534K | Buy |
1,863
+1,126
| +153% | +$323K | 0.08% | 196 |
|
|
2021
Q4 | $204K | Buy |
+737
| New | +$204K | 0.03% | 326 |
|
|
2020
Q3 | – | Sell |
-679
| Closed | -$111K | – | 540 |
|
|
2020
Q2 | $111K | Buy |
679
+69
| +11% | +$11.3K | 0.03% | 310 |
|
|
2020
Q1 | $85K | Hold |
610
| – | – | 0.02% | 318 |
|
|
2019
Q4 | $80K | Hold |
610
| – | – | 0.02% | 360 |
|
|
2019
Q3 | $68K | Sell |
610
-175
| -22% | -$19.5K | 0.02% | 382 |
|
|
2019
Q2 | $87K | Sell |
785
-130
| -14% | -$14.4K | 0.02% | 361 |
|
|
2019
Q1 | $119K | Sell |
915
-244
| -21% | -$31.7K | 0.02% | 385 |
|
|
2018
Q4 | $134K | Buy |
1,159
+100
| +9% | +$11.6K | 0.03% | 318 |
|
|
2018
Q3 | $113K | Buy |
1,059
+148
| +16% | +$15.8K | 0.02% | 387 |
|
|
2018
Q2 | $78K | Sell |
911
-2,879
| -76% | -$247K | 0.01% | 457 |
|
|
2018
Q1 | $293K | Buy |
3,790
+2,660
| +235% | +$206K | 0.06% | 213 |
|
|
2017
Q4 | $96K | Sell |
1,130
-116
| -9% | -$9.86K | 0.02% | 446 |
|
|
2017
Q3 | $107K | Hold |
1,246
| – | – | 0.02% | 442 |
|
|
2017
Q2 | $103K | Sell |
1,246
-84
| -6% | -$6.94K | 0.02% | 434 |
|
|
2017
Q1 | $112K | Sell |
1,330
-64
| -5% | -$5.39K | 0.02% | 408 |
|
|
2016
Q4 | $103K | Sell |
1,394
-29
| -2% | -$2.14K | 0.02% | 389 |
|
|
2016
Q3 | $114K | Buy |
1,423
+61
| +4% | +$4.89K | 0.03% | 364 |
|
|
2016
Q2 | $107K | Sell |
1,362
-330
| -20% | -$25.9K | 0.03% | 357 |
|
|
2016
Q1 | $122K | Sell |
1,692
-1,075
| -39% | -$77.5K | 0.04% | 243 |
|
|
2015
Q4 | $233K | Buy |
2,767
+301
| +12% | +$25.3K | 0.09% | 184 |
|
|
2015
Q3 | $206K | Buy |
2,466
+71
| +3% | +$5.93K | 0.09% | 189 |
|
|
2015
Q2 | $200K | Sell |
2,395
-75
| -3% | -$6.26K | 0.07% | 192 |
|
|
2015
Q1 | $179K | Buy |
2,470
+2
| +0.1% | +$145 | 0.07% | 207 |
|
|
2014
Q4 | $170K | Buy |
2,468
+111
| +5% | +$7.65K | 0.07% | 185 |
|
|
2014
Q3 | $153K | Buy |
2,357
+2
| +0.1% | +$130 | 0.08% | 174 |
|
|
2014
Q2 | $146K | Buy |
+2,355
| New | +$146K | 0.07% | 180 |
|
|
2013
Q4 | – | Sell |
-1,554
| Closed | -$78K | – | 377 |
|
|
2013
Q3 | $78K | Buy |
1,554
+219
| +16% | +$11K | 0.05% | 209 |
|
|
2013
Q2 | $64K | Buy |
+1,335
| New | +$64K | 0.05% | 217 |
|