IPG Investment 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 | – | Sell |
-1,693
| Closed | -$1.4M | – | 193 |
|
2025
Q1 | $1.4M | Buy |
+1,693
| New | +$1.4M | 0.32% | 58 |
|
2024
Q4 | – | Sell |
-1,290
| Closed | -$1.14M | – | 190 |
|
2024
Q3 | $1.14M | Buy |
1,290
+915
| +244% | +$811K | 0.25% | 71 |
|
2024
Q2 | $340K | Sell |
375
-82
| -18% | -$74.2K | 0.07% | 115 |
|
2024
Q1 | $356K | Sell |
457
-145
| -24% | -$113K | 0.08% | 115 |
|
2023
Q4 | $351K | Buy |
+602
| New | +$351K | 0.07% | 129 |
|
2023
Q3 | – | Sell |
-705
| Closed | -$331K | – | 170 |
|
2023
Q2 | $331K | Buy |
705
+70
| +11% | +$32.8K | 0.07% | 129 |
|
2023
Q1 | $218K | Sell |
635
-185
| -23% | -$63.5K | 0.05% | 139 |
|
2022
Q4 | $300K | Buy |
+820
| New | +$300K | 0.08% | 99 |
|
2022
Q3 | – | Sell |
-765
| Closed | -$248K | – | 166 |
|
2022
Q2 | $248K | Sell |
765
-20
| -3% | -$6.48K | 0.06% | 126 |
|
2022
Q1 | $225K | Buy |
785
+35
| +5% | +$10K | 0.04% | 144 |
|
2021
Q4 | $208K | Buy |
+750
| New | +$208K | 0.04% | 179 |
|
2019
Q2 | – | Sell |
-2,630
| Closed | -$341K | – | 160 |
|
2019
Q1 | $341K | Buy |
2,630
+370
| +16% | +$48K | 0.12% | 101 |
|
2018
Q4 | $262K | Buy |
+2,260
| New | +$262K | 0.1% | 111 |
|