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