Herold 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 | $7.58M | Sell |
9,718
-818
| -8% | -$638K | 1.59% | 8 |
|
|
2025
Q1 | $8.7M | Sell |
10,536
-984
| -9% | -$813K | 1.91% | 7 |
|
|
2024
Q4 | $8.89M | Buy |
11,520
+158
| +1% | +$122K | 1.94% | 5 |
|
|
2024
Q3 | $10.1M | Sell |
11,362
-294
| -3% | -$260K | 2.19% | 5 |
|
|
2024
Q2 | $10.6M | Buy |
11,656
+213
| +2% | +$193K | 2.44% | 5 |
|
|
2024
Q1 | $8.9M | Buy |
11,443
+559
| +5% | +$435K | 2.15% | 5 |
|
|
2023
Q4 | $6.34M | Sell |
10,884
-215
| -2% | -$125K | 1.76% | 7 |
|
|
2023
Q3 | $5.96M | Buy |
11,099
+2,031
| +22% | +$1.09M | 1.81% | 6 |
|
|
2023
Q2 | $4.25M | Sell |
9,068
-83
| -0.9% | -$38.9K | 1.3% | 12 |
|
|
2023
Q1 | $3.14M | Sell |
9,151
-1,358
| -13% | -$466K | 1.09% | 21 |
|
|
2022
Q4 | $3.84M | Buy |
10,509
+1,500
| +17% | +$549K | 1.63% | 8 |
|
|
2022
Q3 | $2.91M | Sell |
9,009
-560
| -6% | -$181K | 1.4% | 11 |
|
|
2022
Q2 | $3.1M | Sell |
9,569
-145
| -1% | -$47K | 1.38% | 10 |
|
|
2022
Q1 | $2.78M | Buy |
9,714
+100
| +1% | +$28.6K | 0.99% | 23 |
|
|
2021
Q4 | $2.66M | Hold |
9,614
| – | – | 1.03% | 21 |
|
|
2021
Q3 | $2.22M | Buy |
+9,614
| New | +$2.22M | 0.86% | 24 |
|