Forum Financial Management’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
$6.86M Buy
8,805
+437
+5% +$341K 0.1% 43
2025
Q1
$6.91M Sell
8,368
-247
-3% -$204K 0.11% 41
2024
Q4
$6.65M Buy
8,615
+265
+3% +$205K 0.11% 43
2024
Q3
$7.4M Sell
8,350
-305
-4% -$270K 0.12% 39
2024
Q2
$7.84M Sell
8,655
-59
-0.7% -$53.4K 0.14% 37
2024
Q1
$6.78M Buy
8,714
+143
+2% +$111K 0.12% 46
2023
Q4
$5M Sell
8,571
-502
-6% -$293K 0.09% 47
2023
Q3
$4.87M Buy
9,073
+55
+0.6% +$29.5K 0.11% 42
2023
Q2
$4.23M Sell
9,018
-28
-0.3% -$13.1K 0.09% 45
2023
Q1
$3.11M Sell
9,046
-55
-0.6% -$18.9K 0.09% 53
2022
Q4
$3.33M Buy
9,101
+423
+5% +$155K 0.11% 47
2022
Q3
$2.81M Sell
8,678
-6
-0.1% -$1.94K 0.14% 44
2022
Q2
$2.82M Buy
8,684
+112
+1% +$36.3K 0.14% 45
2022
Q1
$2.45M Buy
8,572
+527
+7% +$151K 0.12% 49
2021
Q4
$2.22M Buy
+8,045
New +$2.22M 0.11% 57