IVC 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 | $1.14M | Buy |
1,463
+29
| +2% | +$22.6K | 0.56% | 39 |
|
|
2025
Q1 | $1.18M | Buy |
1,434
+16
| +1% | +$13.2K | 0.64% | 35 |
|
|
2024
Q4 | $1.09M | Sell |
1,418
-94
| -6% | -$72.6K | 0.61% | 36 |
|
|
2024
Q3 | $1.34M | Sell |
1,512
-311
| -17% | -$276K | 0.73% | 33 |
|
|
2024
Q2 | $1.65M | Sell |
1,823
-422
| -19% | -$382K | 0.92% | 22 |
|
|
2024
Q1 | $1.75M | Sell |
2,245
-60
| -3% | -$46.7K | 1.01% | 19 |
|
|
2023
Q4 | $1.34M | Sell |
2,305
-95
| -4% | -$55.4K | 0.84% | 27 |
|
|
2023
Q3 | $1.29M | Sell |
2,400
-533
| -18% | -$286K | 0.86% | 26 |
|
|
2023
Q2 | $1.38M | Sell |
2,933
-57
| -2% | -$26.7K | 0.87% | 26 |
|
|
2023
Q1 | $1.03M | Sell |
2,990
-5
| -0.2% | -$1.72K | 0.73% | 32 |
|
|
2022
Q4 | $1.1M | Sell |
2,995
-5
| -0.2% | -$1.83K | 0.81% | 29 |
|
|
2022
Q3 | $970K | Buy |
3,000
+9
| +0.3% | +$2.91K | 0.78% | 32 |
|
|
2022
Q2 | $970K | Sell |
2,991
-237
| -7% | -$76.9K | 0.75% | 36 |
|
|
2022
Q1 | $924K | Buy |
3,228
+170
| +6% | +$48.7K | 0.61% | 43 |
|
|
2021
Q4 | $845K | Sell |
3,058
-435
| -12% | -$120K | 0.54% | 48 |
|
|
2021
Q3 | $807K | Sell |
3,493
-150
| -4% | -$34.7K | 0.56% | 51 |
|
|
2021
Q2 | $836K | Sell |
3,643
-5
| -0.1% | -$1.15K | 0.59% | 48 |
|
|
2021
Q1 | $682K | Buy |
3,648
+100
| +3% | +$18.7K | 0.54% | 51 |
|
|
2020
Q4 | $599K | Buy |
+3,548
| New | +$599K | 0.57% | 52 |
|