HCR Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Buy |
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|
2025
Q2 | $976K | Sell |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $615K | Sell |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $361K | Hold |
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|
2022
Q1 | $319K | Hold |
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|
2021
Q4 | $308K | Hold |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $217K | Buy |
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