JFS Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $567K | Sell |
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|
2024
Q1 | $512K | Buy |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $152K | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | $180K | Buy |
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|
2022
Q2 | $170K | Buy |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $12K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $86K | Hold |
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|
2018
Q2 | $68K | Sell |
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|
2018
Q1 | $62K | Buy |
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|
2017
Q4 | $67K | Hold |
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|
2017
Q3 | $68K | Sell |
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|
2017
Q2 | $78K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $0 | Hold |
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|
2016
Q2 | $0 | Sell |
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|
2016
Q1 | $1K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $34K | Hold |
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|
2014
Q2 | $32K | Buy |
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