Hoertkorn Richard Charles’s Eli Lilly LLY Stock Holding History

Hoertkorn Richard Charles’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$546K	Hold	700	–	–	0.23%	35
2025 Q1	$578K	Hold	700	–	–	0.27%	35
2024 Q4	$540K	Hold	700	–	–	0.22%	35
2024 Q3	$620K	Hold	700	–	–	0.27%	35
2024 Q2	$634K	Hold	700	–	–	0.28%	37
2024 Q1	$545K	Hold	700	–	–	0.23%	36
2023 Q4	$408K	Hold	700	–	–	0.18%	39
2023 Q3	$376K	Hold	700	–	–	0.19%	38
2023 Q2	$328K	Hold	700	–	–	0.16%	41
2023 Q1	$240K	Hold	700	–	–	0.12%	42
2022 Q4	$256K	Hold	700	–	–	0.14%	40
2022 Q3	$226K	Hold	700	–	–	0.13%	39
2022 Q2	$227K	Hold	700	–	–	0.12%	40
2022 Q1	$200K	Hold	700	–	–	0.09%	42
2021 Q4	$193K	Hold	700	–	–	0.08%	43
2021 Q3	$162K	Hold	700	–	–	0.07%	43
2021 Q2	$161K	Hold	700	–	–	0.07%	45
2021 Q1	$131K	Hold	700	–	–	0.06%	47
2020 Q4	$118K	Hold	700	–	–	0.06%	49
2020 Q3	$104K	Sell	700 -100	-13%	-$14.9K	0.07%	52
2020 Q2	$131K	Hold	800	–	–	0.09%	46
2020 Q1	$111K	Hold	800	–	–	0.09%	49
2019 Q4	$105K	Hold	800	–	–	0.06%	53
2019 Q3	$89K	Hold	800	–	–	0.06%	55
2019 Q2	$89K	Hold	800	–	–	0.06%	54
2019 Q1	$104K	Hold	800	–	–	0.07%	51
2018 Q4	$93K	Sell	800 -100	-11%	-$11.6K	0.07%	56
2018 Q3	$97K	Sell	900 -100	-10%	-$10.8K	0.06%	59
2018 Q2	$85K	Hold	1,000	–	–	0.05%	60
2018 Q1	$77K	Sell	1,000 -225	-18%	-$17.3K	0.05%	62
2017 Q4	$103K	Hold	1,225	–	–	0.06%	57
2017 Q3	$105K	Hold	1,225	–	–	0.07%	53
2017 Q2	$101K	Hold	1,225	–	–	0.07%	54
2017 Q1	$103K	Hold	1,225	–	–	0.07%	55
2016 Q4	$90K	Sell	1,225 -75	-6%	-$5.51K	0.06%	58
2016 Q3	$104K	Hold	1,300	–	–	0.08%	55
2016 Q2	$102K	Hold	1,300	–	–	0.08%	56
2016 Q1	$94K	Hold	1,300	–	–	0.08%	58
2015 Q4	$110K	Hold	1,300	–	–	0.08%	58
2015 Q3	$109K	Sell	1,300 -200	-13%	-$16.8K	0.09%	57
2015 Q2	$125K	Hold	1,500	–	–	0.09%	51
2015 Q1	$109K	Hold	1,500	–	–	0.08%	55
2014 Q4	$104K	Hold	1,500	–	–	0.07%	55
2014 Q3	$97K	Hold	1,500	–	–	0.07%	53
2014 Q2	$93K	Hold	1,500	–	–	0.07%	56
2014 Q1	$88K	Sell	1,500 -559	-27%	-$32.8K	0.07%	54
2013 Q4	$105K	Buy	+2,059	New	+$105K	0.08%	50