Klingman & Associates’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 | $1.74M | Buy |
2,232
+346
| +18% | +$270K | 0.1% | 86 |
|
|
2025
Q1 | $1.56M | Buy |
1,886
+161
| +9% | +$133K | 0.1% | 84 |
|
|
2024
Q4 | $1.33M | Buy |
1,725
+66
| +4% | +$51K | 0.08% | 86 |
|
|
2024
Q3 | $1.47M | Buy |
1,659
+81
| +5% | +$71.8K | 0.09% | 87 |
|
|
2024
Q2 | $1.43M | Buy |
1,578
+292
| +23% | +$264K | 0.1% | 78 |
|
|
2024
Q1 | $1M | Buy |
1,286
+9
| +0.7% | +$7K | 0.07% | 102 |
|
|
2023
Q4 | $744K | Buy |
1,277
+37
| +3% | +$21.6K | 0.05% | 112 |
|
|
2023
Q3 | $666K | Sell |
1,240
-65
| -5% | -$34.9K | 0.05% | 118 |
|
|
2023
Q2 | $612K | Buy |
1,305
+216
| +20% | +$101K | 0.05% | 116 |
|
|
2023
Q1 | $374K | Buy |
1,089
+1
| +0.1% | +$343 | 0.03% | 141 |
|
|
2022
Q4 | $398K | Buy |
1,088
+26
| +2% | +$9.51K | 0.03% | 138 |
|
|
2022
Q3 | $343K | Buy |
1,062
+33
| +3% | +$10.7K | 0.03% | 137 |
|
|
2022
Q2 | $334K | Sell |
1,029
-60
| -6% | -$19.5K | 0.03% | 144 |
|
|
2022
Q1 | $312K | Buy |
1,089
+98
| +10% | +$28.1K | 0.03% | 158 |
|
|
2021
Q4 | $274K | Buy |
991
+26
| +3% | +$7.19K | 0.02% | 151 |
|
|
2021
Q3 | $223K | Buy |
965
+33
| +4% | +$7.63K | 0.02% | 158 |
|
|
2021
Q2 | $214K | Buy |
+932
| New | +$214K | 0.02% | 153 |
|
|
2016
Q4 | – | Sell |
-462
| Closed | -$37K | – | 219 |
|
|
2016
Q3 | $37K | Hold |
462
| – | – | 0.01% | 207 |
|
|
2016
Q2 | $36K | Hold |
462
| – | – | 0.01% | 216 |
|
|
2016
Q1 | $33K | Hold |
462
| – | – | 0.01% | 220 |
|
|
2015
Q4 | $39K | Hold |
462
| – | – | 0.01% | 222 |
|
|
2015
Q3 | $38K | Hold |
462
| – | – | 0.01% | 217 |
|
|
2015
Q2 | $39K | Buy |
462
+362
| +362% | +$30.6K | 0.02% | 195 |
|
|
2015
Q1 | $7K | Sell |
100
-200
| -67% | -$14K | ﹤0.01% | 296 |
|
|
2014
Q4 | $20K | Buy |
+300
| New | +$20K | 0.01% | 237 |
|