Lederer & Associates Investment Counsel’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 | $2.15M | Buy |
2,755
+217
| +9% | +$169K | 1.42% | 17 |
|
2025
Q1 | $2.1M | Buy |
2,538
+88
| +4% | +$72.7K | 1.53% | 19 |
|
2024
Q4 | $1.89M | Buy |
2,450
+2,145
| +703% | +$1.66M | 1.32% | 17 |
|
2024
Q3 | $270K | Hold |
305
| – | – | 0.19% | 80 |
|
2024
Q2 | $276K | Hold |
305
| – | – | 0.2% | 80 |
|
2024
Q1 | $237K | Buy |
+305
| New | +$237K | 0.16% | 87 |
|
2021
Q2 | – | Sell |
-305
| Closed | -$57K | – | 121 |
|
2021
Q1 | $57K | Buy |
+305
| New | +$57K | 0.04% | 102 |
|