First Personal Financial Services’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $267K | Buy |
301
+60
| +25% | +$53.2K | 0.06% | 111 |
|
|
2024
Q2 | $218K | Hold |
241
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $187K | Sell |
241
-50
| -17% | -$38.9K | 0.04% | 119 |
|
|
2023
Q4 | $170K | Sell |
291
-1
| -0.3% | -$583 | 0.04% | 123 |
|
|
2023
Q3 | $157K | Hold |
292
| – | – | 0.04% | 122 |
|
|
2023
Q2 | $137K | Buy |
292
+1
| +0.3% | +$469 | 0.03% | 127 |
|
|
2023
Q1 | $99.9K | Sell |
291
-35
| -11% | -$12K | 0.03% | 150 |
|
|
2022
Q4 | $119K | Sell |
326
-30
| -8% | -$11K | 0.03% | 145 |
|
|
2022
Q3 | $115K | Buy |
356
+25
| +8% | +$8.08K | 0.03% | 142 |
|
|
2022
Q2 | $107K | Hold |
331
| – | – | 0.03% | 135 |
|
|
2022
Q1 | $95K | Sell |
331
-72
| -18% | -$20.7K | 0.02% | 151 |
|
|
2021
Q4 | $111K | Sell |
403
-978
| -71% | -$269K | 0.02% | 144 |
|
|
2021
Q3 | $319K | Sell |
1,381
-81
| -6% | -$18.7K | 0.08% | 102 |
|
|
2021
Q2 | $336K | Sell |
1,462
-163
| -10% | -$37.5K | 0.09% | 100 |
|
|
2021
Q1 | $304K | Hold |
1,625
| – | – | 0.08% | 100 |
|
|
2020
Q4 | $274K | Hold |
1,625
| – | – | 0.08% | 102 |
|
|
2020
Q3 | $241K | Hold |
1,625
| – | – | 0.08% | 104 |
|
|
2020
Q2 | $267K | Hold |
1,625
| – | – | 0.09% | 96 |
|
|
2020
Q1 | $225K | Sell |
1,625
-150
| -8% | -$20.8K | 0.09% | 98 |
|
|
2019
Q4 | $233K | Sell |
1,775
-2,475
| -58% | -$325K | 0.08% | 114 |
|
|
2019
Q3 | $475K | Buy |
4,250
+221
| +5% | +$24.7K | 0.15% | 94 |
|
|
2019
Q2 | $446K | Buy |
4,029
+98
| +2% | +$10.8K | 0.13% | 121 |
|
|
2019
Q1 | $510K | Hold |
3,931
| – | – | 0.16% | 116 |
|
|
2018
Q4 | $455K | Buy |
3,931
+89
| +2% | +$10.3K | 0.16% | 117 |
|
|
2018
Q3 | $412K | Buy |
3,842
+104
| +3% | +$11.2K | 0.13% | 125 |
|
|
2018
Q2 | $319K | Sell |
3,738
-272
| -7% | -$23.2K | 0.11% | 141 |
|
|
2018
Q1 | $310K | Sell |
4,010
-1,667
| -29% | -$129K | 0.07% | 178 |
|
|
2017
Q4 | $479K | Sell |
5,677
-1,052
| -16% | -$88.8K | 0.09% | 157 |
|
|
2017
Q3 | $576K | Hold |
6,729
| – | – | 0.12% | 134 |
|
|
2017
Q2 | $554K | Sell |
6,729
-20
| -0.3% | -$1.65K | 0.12% | 134 |
|
|
2017
Q1 | $568K | Buy |
6,749
+1,080
| +19% | +$90.9K | 0.14% | 118 |
|
|
2016
Q4 | $417K | Buy |
5,669
+2,678
| +90% | +$197K | 0.11% | 136 |
|
|
2016
Q3 | $240K | Sell |
2,991
-10
| -0.3% | -$802 | 0.07% | 147 |
|
|
2016
Q2 | $236K | Buy |
3,001
+163
| +6% | +$12.8K | 0.08% | 144 |
|
|
2016
Q1 | $204K | Sell |
2,838
-100
| -3% | -$7.19K | 0.1% | 115 |
|
|
2015
Q4 | $248K | Hold |
2,938
| – | – | 0.14% | 107 |
|
|
2015
Q3 | $246K | Sell |
2,938
-50
| -2% | -$4.19K | 0.15% | 107 |
|
|
2015
Q2 | $250K | Hold |
2,988
| – | – | 0.15% | 109 |
|
|
2015
Q1 | $218K | Sell |
2,988
-462
| -13% | -$33.7K | 0.13% | 109 |
|
|
2014
Q4 | $238K | Buy |
+3,450
| New | +$238K | 0.14% | 108 |
|