JFS 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 | $490K | Sell |
629
-6
| -0.9% | -$4.68K | 0.03% | 208 |
|
|
2025
Q1 | $525K | Buy |
635
+2
| +0.3% | +$1.65K | 0.04% | 195 |
|
|
2024
Q4 | $489K | Buy |
633
+2
| +0.3% | +$1.55K | 0.03% | 196 |
|
|
2024
Q3 | $559K | Buy |
631
+5
| +0.8% | +$4.43K | 0.04% | 188 |
|
|
2024
Q2 | $567K | Sell |
626
-32
| -5% | -$29K | 0.04% | 149 |
|
|
2024
Q1 | $512K | Buy |
658
+145
| +28% | +$113K | 0.04% | 157 |
|
|
2023
Q4 | $299K | Sell |
513
-12
| -2% | -$7K | 0.03% | 190 |
|
|
2023
Q3 | $282K | Buy |
525
+82
| +19% | +$44K | 0.03% | 184 |
|
|
2023
Q2 | $208K | Hold |
443
| – | – | 0.02% | 212 |
|
|
2023
Q1 | $152K | Sell |
443
-124
| -22% | -$42.6K | 0.01% | 240 |
|
|
2022
Q4 | $207K | Buy |
567
+9
| +2% | +$3.29K | 0.02% | 212 |
|
|
2022
Q3 | $180K | Buy |
558
+33
| +6% | +$10.6K | 0.02% | 225 |
|
|
2022
Q2 | $170K | Buy |
525
+309
| +143% | +$100K | 0.02% | 233 |
|
|
2022
Q1 | $62K | Buy |
216
+96
| +80% | +$27.6K | 0.01% | 376 |
|
|
2021
Q4 | $33K | Buy |
120
+66
| +122% | +$18.2K | ﹤0.01% | 485 |
|
|
2021
Q3 | $12K | Buy |
+54
| New | +$12K | ﹤0.01% | 617 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$2K | – | 539 |
|
|
2019
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 459 |
|
|
2019
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 481 |
|
|
2019
Q1 | – | Sell |
-81
| Closed | -$9K | – | 471 |
|
|
2018
Q4 | $9K | Sell |
81
-717
| -90% | -$79.7K | ﹤0.01% | 357 |
|
|
2018
Q3 | $86K | Hold |
798
| – | – | 0.02% | 209 |
|
|
2018
Q2 | $68K | Sell |
798
-2
| -0.3% | -$170 | 0.02% | 221 |
|
|
2018
Q1 | $62K | Buy |
800
+2
| +0.3% | +$155 | 0.02% | 230 |
|
|
2017
Q4 | $67K | Hold |
798
| – | – | 0.02% | 230 |
|
|
2017
Q3 | $68K | Sell |
798
-144
| -15% | -$12.3K | 0.02% | 214 |
|
|
2017
Q2 | $78K | Buy |
+942
| New | +$78K | 0.02% | 191 |
|
|
2016
Q4 | – | Sell |
-3
| Closed | – | – | 470 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 503 |
|
|
2016
Q2 | $0 | Sell |
3
-13
| -81% | – | ﹤0.01% | 572 |
|
|
2016
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 583 |
|
|
2014
Q4 | – | Sell |
-520
| Closed | -$34K | – | 531 |
|
|
2014
Q3 | $34K | Hold |
520
| – | – | 0.01% | 216 |
|
|
2014
Q2 | $32K | Buy |
+520
| New | +$32K | 0.01% | 227 |
|