Financial Perspectives’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
$430K Buy
552
+135
+32% +$105K 0.13% 99
2025
Q1
$344K Hold
417
0.12% 102
2024
Q4
$322K Buy
417
+54
+15% +$41.7K 0.11% 106
2024
Q3
$322K Buy
363
+7
+2% +$6.2K 0.11% 107
2024
Q2
$322K Hold
356
0.12% 103
2024
Q1
$277K Sell
356
-2
-0.6% -$1.56K 0.11% 115
2023
Q4
$209K Buy
358
+14
+4% +$8.16K 0.08% 141
2023
Q3
$185K Buy
344
+163
+90% +$87.6K 0.08% 136
2023
Q2
$84.9K Buy
181
+57
+46% +$26.7K 0.04% 207
2023
Q1
$42.6K Hold
124
0.02% 270
2022
Q4
$45.4K Hold
124
0.02% 261
2022
Q3
$40.1K Hold
124
0.02% 262
2022
Q2
$40.2K Hold
124
0.02% 257
2022
Q1
$35.5K Hold
124
0.02% 295
2021
Q4
$34.3K Hold
124
0.02% 283
2021
Q3
$28.7K Sell
124
-13
-9% -$3K 0.01% 311
2021
Q2
$31.4K Sell
137
-25,457
-99% -$5.84M 0.02% 317
2021
Q1
$137K Buy
25,594
+25,457
+18,582% +$136K 0.01% 439
2020
Q4
$23.1K Sell
137
-1,987
-94% -$335K 0.01% 318
2020
Q3
$314K Hold
2,124
0.21% 69
2020
Q2
$349K Hold
2,124
0.25% 58
2020
Q1
$295K Hold
2,124
0.24% 56
2019
Q4
$279K Buy
+2,124
New +$279K 0.19% 66