LVW Advisors’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 | $2.42M | Buy |
3,104
+203
| +7% | +$158K | 0.26% | 50 |
|
|
2025
Q1 | $2.4M | Buy |
2,901
+11
| +0.4% | +$9.09K | 0.29% | 45 |
|
|
2024
Q4 | $2.23M | Sell |
2,890
-409
| -12% | -$316K | 0.27% | 54 |
|
|
2024
Q3 | $2.92M | Sell |
3,299
-94
| -3% | -$83.3K | 0.37% | 43 |
|
|
2024
Q2 | $3.07M | Sell |
3,393
-111
| -3% | -$101K | 0.45% | 34 |
|
|
2024
Q1 | $2.73M | Sell |
3,504
-356
| -9% | -$277K | 0.46% | 41 |
|
|
2023
Q4 | $2.25M | Buy |
3,860
+907
| +31% | +$529K | 0.42% | 45 |
|
|
2023
Q3 | $1.59M | Buy |
2,953
+1,008
| +52% | +$541K | 0.33% | 63 |
|
|
2023
Q2 | $912K | Buy |
1,945
+34
| +2% | +$15.9K | 0.18% | 86 |
|
|
2023
Q1 | $656K | Sell |
1,911
-35
| -2% | -$12K | 0.13% | 115 |
|
|
2022
Q4 | $712K | Buy |
1,946
+19
| +1% | +$6.95K | 0.14% | 108 |
|
|
2022
Q3 | $623K | Buy |
1,927
+385
| +25% | +$124K | 0.14% | 111 |
|
|
2022
Q2 | $500K | Buy |
1,542
+560
| +57% | +$182K | 0.1% | 135 |
|
|
2022
Q1 | $281K | Sell |
982
-3
| -0.3% | -$858 | 0.05% | 197 |
|
|
2021
Q4 | $272K | Hold |
985
| – | – | 0.05% | 206 |
|
|
2021
Q3 | $228K | Hold |
985
| – | – | 0.04% | 220 |
|
|
2021
Q2 | $226K | Buy |
+985
| New | +$226K | 0.04% | 205 |
|
|
2018
Q1 | – | Sell |
-13,357
| Closed | -$1.13M | – | 144 |
|
|
2017
Q4 | $1.13M | Buy |
13,357
+2,727
| +26% | +$230K | 0.33% | 55 |
|
|
2017
Q3 | $909K | Buy |
+10,630
| New | +$909K | 0.36% | 56 |
|
|
2017
Q1 | – | Sell |
-5,215
| Closed | -$384K | – | 131 |
|
|
2016
Q4 | $384K | Sell |
5,215
-357
| -6% | -$26.3K | 0.13% | 91 |
|
|
2016
Q3 | $447K | Buy |
5,572
+1,645
| +42% | +$132K | 0.15% | 80 |
|
|
2016
Q2 | $309K | Sell |
3,927
-1,304
| -25% | -$103K | 0.12% | 100 |
|
|
2016
Q1 | $377K | Sell |
5,231
-385
| -7% | -$27.7K | 0.12% | 90 |
|
|
2015
Q4 | $473K | Sell |
5,616
-856
| -13% | -$72.1K | 0.19% | 74 |
|
|
2015
Q3 | $542K | Buy |
6,472
+800
| +14% | +$67K | 0.25% | 65 |
|
|
2015
Q2 | $474K | Sell |
5,672
-1,430
| -20% | -$120K | 0.2% | 69 |
|
|
2015
Q1 | $516K | Sell |
7,102
-30
| -0.4% | -$2.18K | 0.25% | 66 |
|
|
2014
Q4 | $492K | Buy |
+7,132
| New | +$492K | 0.27% | 68 |
|