Geneos Wealth 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 | $7.02M | Sell |
9,008
-11,813
| -57% | -$9.21M | 0.17% | 149 |
|
|
2025
Q1 | $17.2M | Buy |
20,821
+12,240
| +143% | +$10.1M | 0.25% | 99 |
|
|
2024
Q4 | $6.62M | Sell |
8,581
-458
| -5% | -$354K | 0.23% | 97 |
|
|
2024
Q3 | $8.01M | Sell |
9,039
-39
| -0.4% | -$34.6K | 0.31% | 74 |
|
|
2024
Q2 | $8.22M | Sell |
9,078
-716
| -7% | -$648K | 0.36% | 58 |
|
|
2024
Q1 | $7.62M | Buy |
9,794
+563
| +6% | +$438K | 0.35% | 65 |
|
|
2023
Q4 | $5.38M | Sell |
9,231
-648
| -7% | -$378K | 0.27% | 92 |
|
|
2023
Q3 | $5.31M | Buy |
9,879
+89
| +0.9% | +$47.8K | 0.27% | 93 |
|
|
2023
Q2 | $4.59M | Buy |
9,790
+1,642
| +20% | +$770K | 0.24% | 115 |
|
|
2023
Q1 | $2.8M | Sell |
8,148
-818
| -9% | -$281K | 0.17% | 153 |
|
|
2022
Q4 | $3.28M | Sell |
8,966
-427
| -5% | -$156K | 0.2% | 127 |
|
|
2022
Q3 | $3.04M | Sell |
9,393
-4,177
| -31% | -$1.35M | 0.21% | 119 |
|
|
2022
Q2 | $4.41M | Sell |
13,570
-312
| -2% | -$101K | 0.22% | 112 |
|
|
2022
Q1 | $3.98M | Sell |
13,882
-1,013
| -7% | -$290K | 0.17% | 140 |
|
|
2021
Q4 | $4.11M | Sell |
14,895
-1,282
| -8% | -$354K | 0.16% | 149 |
|
|
2021
Q3 | $3.71M | Sell |
16,177
-112
| -0.7% | -$25.7K | 0.14% | 162 |
|
|
2021
Q2 | $3.81M | Buy |
16,289
+2,764
| +20% | +$647K | 0.15% | 153 |
|
|
2021
Q1 | $2.47M | Buy |
13,525
+246
| +2% | +$45K | 0.07% | 266 |
|
|
2020
Q4 | $2.37M | Sell |
13,279
-249
| -2% | -$44.3K | 0.1% | 212 |
|
|
2020
Q3 | $2.03M | Sell |
13,528
-550
| -4% | -$82.6K | 0.11% | 195 |
|
|
2020
Q2 | $2.29M | Sell |
14,078
-106
| -0.7% | -$17.3K | 0.13% | 171 |
|
|
2020
Q1 | $1.9M | Buy |
14,184
+199
| +1% | +$26.7K | 0.13% | 170 |
|
|
2019
Q4 | $1.84M | Buy |
13,985
+180
| +1% | +$23.7K | 0.1% | 215 |
|
|
2019
Q3 | $1.55M | Sell |
13,805
-10
| -0.1% | -$1.12K | 0.09% | 212 |
|
|
2019
Q2 | $1.53M | Buy |
13,815
+429
| +3% | +$47.5K | 0.09% | 209 |
|
|
2019
Q1 | $1.74M | Sell |
13,386
-119
| -0.9% | -$15.4K | 0.11% | 190 |
|
|
2018
Q4 | $1.54M | Sell |
13,505
-419
| -3% | -$47.8K | 0.11% | 185 |
|
|
2018
Q3 | $1.49M | Buy |
13,924
+1,213
| +10% | +$130K | 0.1% | 212 |
|
|
2018
Q2 | $1.08M | Sell |
12,711
-420
| -3% | -$35.8K | 0.08% | 211 |
|
|
2018
Q1 | $1.02M | Sell |
13,131
-353
| -3% | -$27.3K | 0.09% | 207 |
|
|
2017
Q4 | $1.14M | Sell |
13,484
-1,264
| -9% | -$107K | 0.1% | 190 |
|
|
2017
Q3 | $1.26M | Buy |
14,748
+254
| +2% | +$21.7K | 0.13% | 169 |
|
|
2017
Q2 | $1.19M | Buy |
14,494
+40
| +0.3% | +$3.29K | 0.12% | 161 |
|
|
2017
Q1 | $1.22M | Sell |
14,454
-108
| -0.7% | -$9.08K | 0.13% | 153 |
|
|
2016
Q4 | $1.07M | Buy |
14,562
+650
| +5% | +$47.8K | 0.14% | 152 |
|
|
2016
Q3 | $1.12M | Buy |
13,912
+850
| +7% | +$68.2K | 0.15% | 148 |
|
|
2016
Q2 | $1.03M | Buy |
13,062
+214
| +2% | +$16.9K | 0.15% | 149 |
|
|
2016
Q1 | $943K | Buy |
+12,848
| New | +$943K | 0.14% | 156 |
|