Joel Isaacson & 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 | $5.35M | Buy |
6,869
+214
| +3% | +$167K | 0.22% | 51 |
|
|
2025
Q1 | $5.5M | Buy |
6,655
+629
| +10% | +$520K | 0.25% | 47 |
|
|
2024
Q4 | $4.65M | Buy |
6,026
+1,196
| +25% | +$923K | 0.21% | 51 |
|
|
2024
Q3 | $4.28M | Sell |
4,830
-410
| -8% | -$363K | 0.2% | 52 |
|
|
2024
Q2 | $4.74M | Sell |
5,240
-90
| -2% | -$81.5K | 0.25% | 43 |
|
|
2024
Q1 | $4.15M | Buy |
5,330
+328
| +7% | +$255K | 0.23% | 46 |
|
|
2023
Q4 | $2.92M | Buy |
5,002
+29
| +0.6% | +$16.9K | 0.18% | 54 |
|
|
2023
Q3 | $2.67M | Buy |
4,973
+127
| +3% | +$68.2K | 0.18% | 55 |
|
|
2023
Q2 | $2.27M | Buy |
4,846
+108
| +2% | +$50.7K | 0.15% | 67 |
|
|
2023
Q1 | $1.63M | Sell |
4,738
-80
| -2% | -$27.5K | 0.12% | 81 |
|
|
2022
Q4 | $1.76M | Buy |
4,818
+114
| +2% | +$41.7K | 0.14% | 75 |
|
|
2022
Q3 | $1.52M | Sell |
4,704
-1,209
| -20% | -$391K | 0.13% | 77 |
|
|
2022
Q2 | $1.92M | Buy |
5,913
+19
| +0.3% | +$6.16K | 0.16% | 63 |
|
|
2022
Q1 | $1.76M | Hold |
5,894
| – | – | 0.13% | 76 |
|
|
2021
Q4 | $1.63M | Buy |
5,894
+350
| +6% | +$96.7K | 0.11% | 85 |
|
|
2021
Q3 | $1.28M | Buy |
5,544
+749
| +16% | +$173K | 0.1% | 95 |
|
|
2021
Q2 | $1.1M | Buy |
4,795
+54
| +1% | +$12.4K | 0.09% | 101 |
|
|
2021
Q1 | $886K | Buy |
4,741
+273
| +6% | +$51K | 0.08% | 108 |
|
|
2020
Q4 | $754K | Sell |
4,468
-213
| -5% | -$35.9K | 0.07% | 110 |
|
|
2020
Q3 | $693K | Buy |
4,681
+13
| +0.3% | +$1.93K | 0.09% | 100 |
|
|
2020
Q2 | $766K | Buy |
4,668
+100
| +2% | +$16.4K | 0.11% | 87 |
|
|
2020
Q1 | $634K | Sell |
4,568
-1,106
| -19% | -$154K | 0.11% | 84 |
|
|
2019
Q4 | $746K | Hold |
5,674
| – | – | 0.1% | 92 |
|
|
2019
Q3 | $635K | Sell |
5,674
-654
| -10% | -$73.2K | 0.09% | 99 |
|
|
2019
Q2 | $701K | Sell |
6,328
-4,895
| -44% | -$542K | 0.1% | 91 |
|
|
2019
Q1 | $1.46M | Buy |
11,223
+721
| +7% | +$93.5K | 0.21% | 56 |
|
|
2018
Q4 | $1.22M | Buy |
10,502
+7,188
| +217% | +$835K | 0.19% | 62 |
|
|
2018
Q3 | $356K | Hold |
3,314
| – | – | 0.06% | 151 |
|
|
2018
Q2 | $283K | Hold |
3,314
| – | – | 0.05% | 162 |
|
|
2018
Q1 | $256K | Hold |
3,314
| – | – | 0.04% | 163 |
|
|
2017
Q4 | $280K | Hold |
3,314
| – | – | 0.05% | 158 |
|
|
2017
Q3 | $283K | Hold |
3,314
| – | – | 0.05% | 154 |
|
|
2017
Q2 | $273K | Sell |
3,314
-50
| -1% | -$4.12K | 0.05% | 153 |
|
|
2017
Q1 | $283K | Buy |
3,364
+50
| +2% | +$4.21K | 0.06% | 141 |
|
|
2016
Q4 | $244K | Hold |
3,314
| – | – | 0.05% | 141 |
|
|
2016
Q3 | $266K | Sell |
3,314
-554
| -14% | -$44.5K | 0.05% | 141 |
|
|
2016
Q2 | $305K | Buy |
3,868
+600
| +18% | +$47.3K | 0.06% | 134 |
|
|
2016
Q1 | $235K | Hold |
3,268
| – | – | 0.05% | 157 |
|
|
2015
Q4 | $275K | Hold |
3,268
| – | – | 0.07% | 132 |
|
|
2015
Q3 | $273K | Hold |
3,268
| – | – | 0.07% | 120 |
|
|
2015
Q2 | $273K | Hold |
3,268
| – | – | 0.07% | 132 |
|
|
2015
Q1 | $237K | Buy |
3,268
+717
| +28% | +$52K | 0.06% | 145 |
|
|
2014
Q4 | $176K | Buy |
2,551
+390
| +18% | +$26.9K | 0.05% | 166 |
|
|
2014
Q3 | $140K | Buy |
2,161
+1
| +0% | +$65 | 0.04% | 170 |
|
|
2014
Q2 | $134K | Hold |
2,160
| – | – | 0.04% | 174 |
|
|
2014
Q1 | $127K | Buy |
2,160
+57
| +3% | +$3.35K | 0.04% | 177 |
|
|
2013
Q4 | $107K | Hold |
2,103
| – | – | 0.04% | 184 |
|
|
2013
Q3 | $106K | Hold |
2,103
| – | – | 0.04% | 168 |
|
|
2013
Q2 | $103K | Buy |
+2,103
| New | +$103K | 0.05% | 142 |
|