JMFC
J.M. Forbes & Co’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Buy |
8,528
+56
| +0.7% | +$43.7K | 0.61% | 50 |
|
|
2025
Q1 | $7M | Buy |
8,472
+6,481
| +326% | +$5.35M | 0.68% | 46 |
|
|
2024
Q4 | $1.54M | Buy |
1,991
+382
| +24% | +$295K | 0.15% | 70 |
|
|
2024
Q3 | $1.43M | Buy |
1,609
+55
| +4% | +$48.7K | 0.14% | 70 |
|
|
2024
Q2 | $1.41M | Sell |
1,554
-14
| -0.9% | -$12.7K | 0.14% | 69 |
|
|
2024
Q1 | $1.22M | Sell |
1,568
-25
| -2% | -$19.4K | 0.13% | 76 |
|
|
2023
Q4 | $929K | Hold |
1,593
| – | – | 0.11% | 80 |
|
|
2023
Q3 | $856K | Hold |
1,593
| – | – | 0.11% | 80 |
|
|
2023
Q2 | $747K | Hold |
1,593
| – | – | 0.09% | 84 |
|
|
2023
Q1 | $547K | Buy |
1,593
+14
| +0.9% | +$4.81K | 0.07% | 71 |
|
|
2022
Q4 | $578K | Sell |
1,579
-33
| -2% | -$12.1K | 0.08% | 68 |
|
|
2022
Q3 | $521K | Sell |
1,612
-1,000
| -38% | -$323K | 0.08% | 73 |
|
|
2022
Q2 | $847K | Sell |
2,612
-194
| -7% | -$62.9K | 0.12% | 62 |
|
|
2022
Q1 | $804K | Sell |
2,806
-14
| -0.5% | -$4.01K | 0.1% | 66 |
|
|
2021
Q4 | $779K | Buy |
2,820
+200
| +8% | +$55.2K | 0.09% | 67 |
|
|
2021
Q3 | $605K | Hold |
2,620
| – | – | 0.08% | 70 |
|
|
2021
Q2 | $601K | Hold |
2,620
| – | – | 0.08% | 74 |
|
|
2021
Q1 | $489K | Hold |
2,620
| – | – | 0.07% | 75 |
|
|
2020
Q4 | $442K | Hold |
2,620
| – | – | 0.07% | 76 |
|
|
2020
Q3 | $388K | Hold |
2,620
| – | – | 0.06% | 75 |
|
|
2020
Q2 | $430K | Sell |
2,620
-390
| -13% | -$64K | 0.08% | 66 |
|
|
2020
Q1 | $419K | Buy |
3,010
+340
| +13% | +$47.3K | 0.09% | 61 |
|
|
2019
Q4 | $351K | Buy |
2,670
+200
| +8% | +$26.3K | 0.06% | 86 |
|
|
2019
Q3 | $276K | Hold |
2,470
| – | – | 0.05% | 89 |
|
|
2019
Q2 | $274K | Hold |
2,470
| – | – | 0.05% | 90 |
|
|
2019
Q1 | $321K | Hold |
2,470
| – | – | 0.07% | 83 |
|
|
2018
Q4 | $286K | Hold |
2,470
| – | – | 0.07% | 86 |
|
|
2018
Q3 | $265K | Sell |
2,470
-150
| -6% | -$16.1K | 0.06% | 93 |
|
|
2018
Q2 | $224K | Hold |
2,620
| – | – | 0.05% | 96 |
|
|
2018
Q1 | $203K | Hold |
2,620
| – | – | 0.05% | 100 |
|
|
2017
Q4 | $221K | Sell |
2,620
-200
| -7% | -$16.9K | 0.05% | 100 |
|
|
2017
Q3 | $241K | Hold |
2,820
| – | – | 0.06% | 92 |
|
|
2017
Q2 | $232K | Hold |
2,820
| – | – | 0.06% | 96 |
|
|
2017
Q1 | $237K | Hold |
2,820
| – | – | 0.06% | 93 |
|
|
2016
Q4 | $207K | Hold |
2,820
| – | – | 0.06% | 97 |
|
|
2016
Q3 | $226K | Buy |
+2,820
| New | +$226K | 0.06% | 90 |
|