GoalVest Advisory’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 | $1.15M | Buy |
1,479
+224
| +18% | +$175K | 0.29% | 68 |
|
2025
Q1 | $1.04M | Buy |
1,255
+42
| +3% | +$34.7K | 0.29% | 69 |
|
2024
Q4 | $936K | Buy |
1,213
+42
| +4% | +$32.4K | 0.26% | 65 |
|
2024
Q3 | $1.04M | Sell |
1,171
-10
| -0.8% | -$8.86K | 0.3% | 63 |
|
2024
Q2 | $1.07M | Buy |
1,181
+17
| +1% | +$15.4K | 0.34% | 55 |
|
2024
Q1 | $906K | Buy |
1,164
+1,026
| +743% | +$798K | 0.3% | 62 |
|
2023
Q4 | $80.4K | Sell |
138
-190
| -58% | -$111K | 0.04% | 104 |
|
2023
Q3 | $176K | Buy |
328
+83
| +34% | +$44.6K | 0.09% | 75 |
|
2023
Q2 | $115K | Buy |
245
+95
| +63% | +$44.6K | 0.06% | 90 |
|
2023
Q1 | $51.5K | Hold |
150
| – | – | 0.03% | 117 |
|
2022
Q4 | $54.9K | Hold |
150
| – | – | 0.04% | 105 |
|
2022
Q3 | $49K | Hold |
150
| – | – | 0.03% | 111 |
|
2022
Q2 | $49K | Hold |
150
| – | – | 0.03% | 164 |
|
2022
Q1 | $43K | Buy |
+150
| New | +$43K | 0.02% | 160 |
|
2021
Q2 | $69K | Hold |
300
| – | – | 0.04% | 139 |
|
2021
Q1 | $56K | Hold |
300
| – | – | 0.04% | 123 |
|
2020
Q4 | $51K | Buy |
+300
| New | +$51K | 0.04% | 117 |
|