Glass Jacobson Investment Advisors’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 | $278K | Buy |
356
+1
| +0.3% | +$780 | 0.11% | 157 |
|
|
2025
Q1 | $274K | Hold |
355
| – | – | 0.09% | 202 |
|
|
2024
Q4 | $274K | Buy |
355
+15
| +4% | +$11.6K | 0.09% | 202 |
|
|
2024
Q3 | $302K | Sell |
340
-17
| -5% | -$15.1K | 0.1% | 190 |
|
|
2024
Q2 | $323K | Buy |
357
+27
| +8% | +$24.4K | 0.12% | 178 |
|
|
2024
Q1 | $257K | Sell |
330
-12
| -4% | -$9.35K | 0.1% | 192 |
|
|
2023
Q4 | $199K | Buy |
342
+5
| +1% | +$2.91K | 0.08% | 204 |
|
|
2023
Q3 | $181K | Buy |
337
+58
| +21% | +$31.2K | 0.08% | 209 |
|
|
2023
Q2 | $131K | Buy |
+279
| New | +$131K | 0.06% | 230 |
|
|
2022
Q4 | $14.6K | Buy |
+40
| New | +$14.6K | 0.01% | 472 |
|