Marcum Wealth’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.79M Buy
3,375
+22
+0.7% +$18.2K 0.24% 48
2024
Q4
$2.59M Buy
3,353
+209
+7% +$161K 0.22% 51
2024
Q3
$2.79M Buy
3,144
+247
+9% +$219K 0.26% 45
2024
Q2
$2.62M Sell
2,897
-20
-0.7% -$18.1K 0.26% 44
2024
Q1
$2.27M Buy
2,917
+196
+7% +$152K 0.23% 48
2023
Q4
$1.59M Buy
2,721
+155
+6% +$90.4K 0.17% 66
2023
Q3
$1.38M Sell
2,566
-101
-4% -$54.3K 0.17% 69
2023
Q2
$1.25M Buy
2,667
+61
+2% +$28.6K 0.15% 77
2023
Q1
$895K Buy
2,606
+34
+1% +$11.7K 0.11% 105
2022
Q4
$941K Sell
2,572
-1,572
-38% -$575K 0.12% 91
2022
Q3
$1.34M Buy
4,144
+43
+1% +$13.9K 0.2% 60
2022
Q2
$1.33M Buy
4,101
+343
+9% +$111K 0.2% 63
2022
Q1
$1.08M Sell
3,758
-42
-1% -$12K 0.15% 90
2021
Q4
$1.05M Buy
3,800
+11
+0.3% +$3.04K 0.15% 100
2021
Q3
$875K Sell
3,789
-483
-11% -$112K 0.14% 105
2021
Q2
$981K Buy
4,272
+187
+5% +$42.9K 0.16% 98
2021
Q1
$763K Buy
4,085
+802
+24% +$150K 0.13% 120
2020
Q4
$554K Buy
3,283
+143
+5% +$24.1K 0.13% 61
2020
Q3
$465K Sell
3,140
-1,816
-37% -$269K 0.14% 51
2020
Q2
$814K Buy
4,956
+3,405
+220% +$559K 0.25% 41
2020
Q1
$215K Buy
1,551
+10
+0.6% +$1.39K 0.08% 83
2019
Q4
$203K Buy
+1,541
New +$203K 0.08% 98