Liberty Wealth Management’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 | $1.27M | Buy |
1,624
+19
| +1% | +$14.8K | 0.2% | 74 |
|
|
2025
Q1 | $1.33M | Buy |
1,605
+19
| +1% | +$15.7K | 0.25% | 57 |
|
|
2024
Q4 | $1.22M | Buy |
1,586
+167
| +12% | +$129K | 0.2% | 74 |
|
|
2024
Q3 | $1.26M | Buy |
1,419
+356
| +33% | +$315K | 0.21% | 66 |
|
|
2024
Q2 | $963K | Buy |
1,063
+184
| +21% | +$167K | 0.18% | 74 |
|
|
2024
Q1 | $684K | Sell |
879
-200
| -19% | -$156K | 0.13% | 88 |
|
|
2023
Q4 | $629K | Sell |
1,079
-122
| -10% | -$71.1K | 0.13% | 85 |
|
|
2023
Q3 | $645K | Sell |
1,201
-16
| -1% | -$8.59K | 0.16% | 74 |
|
|
2023
Q2 | $571K | Sell |
1,217
-27
| -2% | -$12.7K | 0.14% | 81 |
|
|
2023
Q1 | $427K | Buy |
+1,244
| New | +$427K | 0.09% | 136 |
|
|
2022
Q3 | $354K | Sell |
1,097
-1
| -0.1% | -$323 | 0.09% | 96 |
|
|
2022
Q2 | $356K | Buy |
1,098
+206
| +23% | +$66.8K | 0.14% | 100 |
|
|
2022
Q1 | $255K | Buy |
892
+2
| +0.2% | +$572 | 0.09% | 121 |
|
|
2021
Q4 | $246 | Sell |
890
-60
| -6% | -$17 | 0.01% | 136 |
|
|
2021
Q3 | $221K | Buy |
950
+19
| +2% | +$4.42K | 0.08% | 148 |
|
|
2021
Q2 | $214K | Sell |
931
-115
| -11% | -$26.4K | 0.08% | 125 |
|
|
2021
Q1 | $212K | Hold |
1,046
| – | – | 0.1% | 103 |
|
|
2020
Q4 | $212K | Sell |
1,046
-89
| -8% | -$18K | 0.1% | 102 |
|
|
2020
Q3 | $168K | Sell |
1,135
-3
| -0.3% | -$444 | 0.1% | 109 |
|
|
2020
Q2 | $187K | Buy |
1,138
+3
| +0.3% | +$493 | 0.13% | 96 |
|
|
2020
Q1 | $157K | Buy |
1,135
+51
| +5% | +$7.06K | 0.14% | 103 |
|
|
2019
Q4 | $142K | Buy |
1,084
+606
| +127% | +$79.4K | 0.11% | 124 |
|
|
2019
Q3 | $54K | Sell |
478
-529
| -53% | -$59.8K | 0.05% | 217 |
|
|
2019
Q2 | $112K | Buy |
+1,007
| New | +$112K | 0.1% | 153 |
|
|
2019
Q1 | – | Sell |
-109
| Closed | -$12K | – | 795 |
|
|
2018
Q4 | $12K | Buy |
+109
| New | +$12K | 0.01% | 402 |
|