J. Stern & Co’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 | $3M | Buy |
4,201
+152
| +4% | +$108K | 0.26% | 27 |
|
|
2025
Q1 | $3.34M | Buy |
4,049
+564
| +16% | +$466K | 0.32% | 25 |
|
|
2024
Q4 | $2.69M | Buy |
3,485
+673
| +24% | +$520K | 0.25% | 25 |
|
|
2024
Q3 | $2.49M | Buy |
2,812
+902
| +47% | +$799K | 0.27% | 22 |
|
|
2024
Q2 | $1.73M | Buy |
+1,910
| New | +$1.73M | 0.21% | 24 |
|
|
2024
Q1 | – | Sell |
-554
| Closed | -$358K | – | 41 |
|
|
2023
Q4 | $358K | Buy |
+554
| New | +$358K | 0.07% | 26 |
|