Holistic Financial Partners’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 | $53.1M | Sell |
68,123
-690
| -1% | -$538K | 23.24% | 1 |
|
|
2025
Q1 | $56.8M | Buy |
68,813
+1,099
| +2% | +$908K | 27.39% | 1 |
|
|
2024
Q4 | $52.3M | Sell |
67,714
-109
| -0.2% | -$84.1K | 25.96% | 1 |
|
|
2024
Q3 | $60.1M | Sell |
67,823
-193
| -0.3% | -$171K | 28.92% | 1 |
|
|
2024
Q2 | $61.6M | Buy |
68,016
+93
| +0.1% | +$84.2K | 30.9% | 1 |
|
|
2024
Q1 | $52.8M | Buy |
67,923
+245
| +0.4% | +$191K | 26.85% | 1 |
|
|
2023
Q4 | $39.5M | Sell |
67,678
-783
| -1% | -$456K | 23.73% | 1 |
|
|
2023
Q3 | $36.8M | Sell |
68,461
-678
| -1% | -$364K | 24.41% | 1 |
|
|
2023
Q2 | $32.4M | Sell |
69,139
-132
| -0.2% | -$61.9K | 22.53% | 1 |
|
|
2023
Q1 | $23.8M | Buy |
69,271
+66
| +0.1% | +$22.7K | 18.62% | 1 |
|
|
2022
Q4 | $25.3M | Buy |
69,205
+12
| +0% | +$4.39K | 22.67% | 1 |
|
|
2022
Q3 | $22.4M | Sell |
69,193
-6
| -0% | -$1.94K | 22.15% | 1 |
|
|
2022
Q2 | $22.4M | Sell |
69,199
-45
| -0.1% | -$14.6K | 21.16% | 1 |
|
|
2022
Q1 | $19.8M | Sell |
69,244
-372
| -0.5% | -$107K | 12.6% | 1 |
|
|
2021
Q4 | $19.2M | Sell |
69,616
-149
| -0.2% | -$41.2K | 11.15% | 1 |
|
|
2021
Q3 | $16.1M | Sell |
69,765
-75
| -0.1% | -$17.3K | 9.94% | 2 |
|
|
2021
Q2 | $16M | Sell |
69,840
-660
| -0.9% | -$151K | 9.57% | 2 |
|
|
2021
Q1 | $13.2M | Sell |
70,500
-1,798
| -2% | -$336K | 8.69% | 2 |
|
|
2020
Q4 | $12.2M | Sell |
72,298
-423
| -0.6% | -$71.4K | 8.42% | 2 |
|
|
2020
Q3 | $10.8M | Sell |
72,721
-22
| -0% | -$3.26K | 8.64% | 3 |
|
|
2020
Q2 | $11.9M | Sell |
72,743
-1,708
| -2% | -$280K | 10.31% | 3 |
|
|
2020
Q1 | $10.3M | Sell |
74,451
-3,477
| -4% | -$482K | 10.71% | 2 |
|
|
2019
Q4 | $10.2M | Sell |
77,928
-934
| -1% | -$123K | 6.13% | 4 |
|
|
2019
Q3 | $8.82M | Buy |
78,862
+76,791
| +3,708% | +$8.59M | 7.82% | 4 |
|
|
2019
Q2 | $229K | Sell |
2,071
-77,794
| -97% | -$8.6M | 0.23% | 64 |
|
|
2019
Q1 | $10.4M | Sell |
79,865
-1,107
| -1% | -$144K | 4.36% | 6 |
|
|
2018
Q4 | $9.37M | Sell |
80,972
-14
| -0% | -$1.62K | 9.77% | 2 |
|
|
2018
Q3 | $8.69M | Sell |
80,986
-21,935
| -21% | -$2.35M | 8.11% | 2 |
|
|
2018
Q2 | $8.78M | Buy |
102,921
+16
| +0% | +$1.37K | 10.05% | 3 |
|
|
2018
Q1 | $7.96M | Sell |
102,905
-31,690
| -24% | -$2.45M | 6.64% | 3 |
|
|
2017
Q4 | $11.4M | Buy |
+134,595
| New | +$11.4M | 9.34% | 2 |
|