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Legacy Advisors’s Eli Lilly LLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,350
Closed -$4.42M 233
2025
Q1
$4.42M Sell
5,350
-1,043
-16% -$861K 0.45% 42
2024
Q4
$4.94M Sell
6,393
-1,288
-17% -$994K 0.48% 38
2024
Q3
$6.8M Buy
7,681
+543
+8% +$481K 0.74% 25
2024
Q2
$6.46M Buy
7,138
+829
+13% +$751K 0.79% 22
2024
Q1
$4.91M Buy
6,309
+1,457
+30% +$1.13M 0.62% 28
2023
Q4
$2.83M Buy
4,852
+2,807
+137% +$1.64M 0.36% 59
2023
Q3
$1.1M Buy
2,045
+262
+15% +$141K 0.18% 113
2023
Q2
$836K Buy
1,783
+125
+8% +$58.6K 0.12% 133
2023
Q1
$569K Buy
1,658
+44
+3% +$15.1K 0.11% 140
2022
Q4
$590K Buy
1,614
+86
+6% +$31.5K 0.11% 134
2022
Q3
$494K Sell
1,528
-397
-21% -$128K 0.11% 124
2022
Q2
$624K Buy
1,925
+446
+30% +$145K 0.13% 102
2022
Q1
$424K Buy
1,479
+618
+72% +$177K 0.08% 134
2021
Q4
$238K Buy
+861
New +$238K 0.09% 116
2019
Q3
Sell
-1,466
Closed -$162K 231
2019
Q2
$162K Buy
1,466
+620
+73% +$68.5K 0.11% 122
2019
Q1
$110K Buy
+846
New +$110K 0.04% 147
2018
Q4
Sell
-845
Closed -$91K 265
2018
Q3
$91K Sell
845
-509
-38% -$54.8K 0.04% 188
2018
Q2
$116K Buy
1,354
+733
+118% +$62.8K 0.09% 126
2018
Q1
$49K Buy
621
+271
+77% +$21.4K 0.04% 163
2017
Q4
$29K Buy
350
+151
+76% +$12.5K 0.03% 158
2017
Q3
$17K Buy
199
+49
+33% +$4.19K 0.02% 174
2017
Q2
$12K Hold
150
0.02% 156
2017
Q1
$12K Hold
150
0.02% 148
2016
Q4
$11K Buy
+150
New +$11K 0.02% 169