HHM Wealth 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 | $2M | Sell |
2,571
-51
| -2% | -$39.8K | 0.24% | 40 |
|
|
2025
Q1 | $2.17M | Buy |
2,622
+86
| +3% | +$71K | 0.29% | 32 |
|
|
2024
Q4 | $1.96M | Buy |
2,536
+65
| +3% | +$50.2K | 0.27% | 38 |
|
|
2024
Q3 | $2.19M | Sell |
2,471
-534
| -18% | -$473K | 0.31% | 30 |
|
|
2024
Q2 | $2.72M | Buy |
3,005
+75
| +3% | +$67.9K | 0.41% | 20 |
|
|
2024
Q1 | $2.28M | Hold |
2,930
| – | – | 0.38% | 26 |
|
|
2023
Q4 | $1.71M | Sell |
2,930
-4
| -0.1% | -$2.33K | 0.3% | 31 |
|
|
2023
Q3 | $1.58M | Sell |
2,934
-4
| -0.1% | -$2.15K | 0.31% | 29 |
|
|
2023
Q2 | $1.38M | Sell |
2,938
-53
| -2% | -$24.9K | 0.26% | 33 |
|
|
2023
Q1 | $1.03M | Buy |
2,991
+99
| +3% | +$34K | 0.21% | 37 |
|
|
2022
Q4 | $1.06M | Hold |
2,892
| – | – | 0.24% | 36 |
|
|
2022
Q3 | $935K | Hold |
2,892
| – | – | 0.25% | 32 |
|
|
2022
Q2 | $938K | Buy |
2,892
+1,147
| +66% | +$372K | 0.24% | 35 |
|
|
2022
Q1 | $500K | Hold |
1,745
| – | – | 0.12% | 69 |
|
|
2021
Q4 | $482K | Hold |
1,745
| – | – | 0.12% | 70 |
|
|
2021
Q3 | $403K | Sell |
1,745
-7
| -0.4% | -$1.62K | 0.11% | 76 |
|
|
2021
Q2 | $402K | Hold |
1,752
| – | – | 0.11% | 74 |
|
|
2021
Q1 | $327K | Hold |
1,752
| – | – | 0.1% | 82 |
|
|
2020
Q4 | $296K | Hold |
1,752
| – | – | 0.1% | 77 |
|
|
2020
Q3 | $259K | Buy |
1,752
+7
| +0.4% | +$1.04K | 0.1% | 73 |
|
|
2020
Q2 | $286K | Hold |
1,745
| – | – | 0.12% | 63 |
|
|
2020
Q1 | $242K | Buy |
+1,745
| New | +$242K | 0.12% | 67 |
|
|
2019
Q2 | – | Sell |
-2,195
| Closed | -$285K | – | 75 |
|
|
2019
Q1 | $285K | Hold |
2,195
| – | – | 0.18% | 47 |
|
|
2018
Q4 | $254K | Buy |
+2,195
| New | +$254K | 0.19% | 46 |
|