Lyell 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 | $1.86M | Sell |
2,391
-54
| -2% | -$42.1K | 0.15% | 92 |
|
|
2025
Q1 | $2.02M | Sell |
2,445
-87
| -3% | -$71.9K | 0.19% | 94 |
|
|
2024
Q4 | $1.95M | Buy |
2,532
+51
| +2% | +$39.4K | 0.18% | 96 |
|
|
2024
Q3 | $2.2M | Hold |
2,481
| – | – | 0.2% | 94 |
|
|
2024
Q2 | $2.25M | Buy |
2,481
+18
| +0.7% | +$16.3K | 0.21% | 96 |
|
|
2024
Q1 | $1.92M | Buy |
2,463
+32
| +1% | +$24.9K | 0.19% | 97 |
|
|
2023
Q4 | $1.42M | Buy |
2,431
+13
| +0.5% | +$7.58K | 0.16% | 101 |
|
|
2023
Q3 | $1.3M | Hold |
2,418
| – | – | 0.17% | 98 |
|
|
2023
Q2 | $1.13M | Sell |
2,418
-178
| -7% | -$83.5K | 0.14% | 101 |
|
|
2023
Q1 | $892K | Sell |
2,596
-121
| -4% | -$41.6K | 0.12% | 115 |
|
|
2022
Q4 | $994K | Buy |
2,717
+14
| +0.5% | +$5.12K | 0.16% | 102 |
|
|
2022
Q3 | $874K | Sell |
2,703
-75
| -3% | -$24.3K | 0.15% | 106 |
|
|
2022
Q2 | $901K | Buy |
2,778
+59
| +2% | +$19.1K | 0.15% | 106 |
|
|
2022
Q1 | $779K | Buy |
2,719
+144
| +6% | +$41.3K | 0.1% | 120 |
|
|
2021
Q4 | $711K | Buy |
2,575
+19
| +0.7% | +$5.25K | 0.08% | 120 |
|
|
2021
Q3 | $591K | Sell |
2,556
-11
| -0.4% | -$2.54K | 0.07% | 126 |
|
|
2021
Q2 | $589K | Buy |
2,567
+328
| +15% | +$75.3K | 0.07% | 125 |
|
|
2021
Q1 | $418K | Sell |
2,239
-175
| -7% | -$32.7K | 0.06% | 135 |
|
|
2020
Q4 | $408K | Buy |
2,414
+18
| +0.8% | +$3.04K | 0.07% | 127 |
|
|
2020
Q3 | $355K | Buy |
2,396
+286
| +14% | +$42.4K | 0.07% | 109 |
|
|
2020
Q2 | $346K | Sell |
2,110
-100
| -5% | -$16.4K | 0.08% | 97 |
|
|
2020
Q1 | $307K | Hold |
2,210
| – | – | 0.09% | 97 |
|
|
2019
Q4 | $290K | Sell |
2,210
-640
| -22% | -$84K | 0.08% | 105 |
|
|
2019
Q3 | $319K | Hold |
2,850
| – | – | 0.1% | 98 |
|
|
2019
Q2 | $316K | Sell |
2,850
-665
| -19% | -$73.7K | 0.1% | 101 |
|
|
2019
Q1 | $456K | Hold |
3,515
| – | – | 0.15% | 89 |
|
|
2018
Q4 | $407K | Sell |
3,515
-60
| -2% | -$6.95K | 0.17% | 86 |
|
|
2018
Q3 | $384K | Sell |
3,575
-250
| -7% | -$26.9K | 0.13% | 93 |
|
|
2018
Q2 | $326K | Buy |
3,825
+18
| +0.5% | +$1.53K | 0.12% | 95 |
|
|
2018
Q1 | $295K | Hold |
3,807
| – | – | 0.11% | 95 |
|
|
2017
Q4 | $322K | Sell |
3,807
-409
| -10% | -$34.6K | 0.13% | 93 |
|
|
2017
Q3 | $361K | Sell |
4,216
-275
| -6% | -$23.5K | 0.16% | 88 |
|
|
2017
Q2 | $370K | Hold |
4,491
| – | – | 0.18% | 80 |
|
|
2017
Q1 | $378K | Sell |
4,491
-484
| -10% | -$40.7K | 0.2% | 81 |
|
|
2016
Q4 | $366K | Buy |
+4,975
| New | +$366K | 0.23% | 77 |
|