Jacobsen Capital Management’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 | $1.22M | Buy |
1,563
+214
| +16% | +$167K | 0.45% | 24 |
|
|
2025
Q1 | $1.11M | Buy |
1,349
+65
| +5% | +$53.7K | 0.48% | 22 |
|
|
2024
Q4 | $991K | Buy |
1,284
+2
| +0.2% | +$1.54K | 0.42% | 24 |
|
|
2024
Q3 | $1.14M | Buy |
1,282
+24
| +2% | +$21.3K | 0.48% | 21 |
|
|
2024
Q2 | $1.14M | Buy |
1,258
+103
| +9% | +$93.3K | 0.51% | 20 |
|
|
2024
Q1 | $899K | Buy |
1,155
+26
| +2% | +$20.2K | 0.42% | 23 |
|
|
2023
Q4 | $658K | Buy |
1,129
+187
| +20% | +$109K | 0.33% | 29 |
|
|
2023
Q3 | $506K | Sell |
942
-8
| -0.8% | -$4.3K | 0.27% | 36 |
|
|
2023
Q2 | $446K | Buy |
+950
| New | +$446K | 0.23% | 44 |
|