Icon Wealth Partners’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.28M | Buy |
9,836
+111
| +1% | +$59.6K | 0.6% | 31 |
|
|
2023
Q2 | $4.56M | Sell |
9,725
-2,386
| -20% | -$1.12M | 0.48% | 39 |
|
|
2023
Q1 | $4.16M | Buy |
+12,111
| New | +$4.16M | 0.45% | 52 |
|
|
2022
Q2 | $4.58M | Sell |
14,137
-3,236
| -19% | -$1.05M | 0.55% | 41 |
|
|
2022
Q1 | $4.98M | Buy |
17,373
+469
| +3% | +$134K | 0.49% | 51 |
|
|
2021
Q4 | $4.67M | Sell |
16,904
-69
| -0.4% | -$19.1K | 0.47% | 58 |
|
|
2021
Q3 | $3.92M | Buy |
16,973
+154
| +0.9% | +$35.6K | 0.41% | 66 |
|
|
2021
Q2 | $3.86M | Buy |
16,819
+1,244
| +8% | +$286K | 0.41% | 66 |
|
|
2021
Q1 | $2.91M | Buy |
15,575
+1,278
| +9% | +$239K | 0.36% | 79 |
|
|
2020
Q4 | $2.41M | Buy |
14,297
+1,706
| +14% | +$288K | 0.38% | 71 |
|
|
2020
Q3 | $1.86M | Buy |
+12,591
| New | +$1.86M | 0.36% | 73 |
|
|
2019
Q2 | – | Sell |
-1,458
| Closed | -$189K | – | 509 |
|
|
2019
Q1 | $189K | Sell |
1,458
-55
| -4% | -$7.13K | 0.07% | 159 |
|
|
2018
Q4 | $175K | Sell |
1,513
-500
| -25% | -$57.8K | 0.08% | 152 |
|
|
2018
Q3 | $216K | Buy |
2,013
+1,869
| +1,298% | +$201K | 0.09% | 163 |
|
|
2018
Q2 | $12K | Buy |
+144
| New | +$12K | 0.01% | 675 |
|
|
2018
Q1 | – | Sell |
-124
| Closed | -$10K | – | 527 |
|
|
2017
Q4 | $10K | Buy |
+124
| New | +$10K | 0.01% | 707 |
|