Lorne Steinberg 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 | $246K | Hold |
315
| – | – | 0.06% | 66 |
|
|
2025
Q1 | $260K | Sell |
315
-16
| -5% | -$13.2K | 0.08% | 64 |
|
|
2024
Q4 | $256K | Hold |
331
| – | – | 0.07% | 64 |
|
|
2024
Q3 | $293K | Hold |
331
| – | – | 0.08% | 64 |
|
|
2024
Q2 | $300K | Sell |
331
-100
| -23% | -$90.5K | 0.1% | 63 |
|
|
2024
Q1 | $335K | Buy |
431
+16
| +4% | +$12.4K | 0.1% | 66 |
|
|
2023
Q4 | $242K | Sell |
415
-187
| -31% | -$109K | 0.08% | 67 |
|
|
2023
Q3 | $323K | Buy |
602
+15
| +3% | +$8.06K | 0.12% | 62 |
|
|
2023
Q2 | $275K | Hold |
587
| – | – | 0.1% | 61 |
|
|
2023
Q1 | $202K | Hold |
587
| – | – | 0.08% | 65 |
|
|
2022
Q4 | $215K | Buy |
+587
| New | +$215K | 0.09% | 68 |
|
|
2022
Q3 | – | Sell |
-1,087
| Closed | -$352K | – | 66 |
|
|
2022
Q2 | $352K | Hold |
1,087
| – | – | 0.17% | 59 |
|
|
2022
Q1 | $311K | Hold |
1,087
| – | – | 0.14% | 55 |
|
|
2021
Q4 | $300K | Hold |
1,087
| – | – | 0.13% | 57 |
|
|
2021
Q3 | $251K | Hold |
1,087
| – | – | 0.12% | 60 |
|
|
2021
Q2 | $249K | Hold |
1,087
| – | – | 0.12% | 60 |
|
|
2021
Q1 | $203K | Buy |
+1,087
| New | +$203K | 0.11% | 60 |
|