Mark Sheptoff Financial Planning’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 | $908K | Buy |
1,165
+6
| +0.5% | +$4.68K | 0.48% | 38 |
|
|
2025
Q1 | $957K | Sell |
1,159
-250
| -18% | -$206K | 0.53% | 37 |
|
|
2024
Q4 | $1.09M | Hold |
1,409
| – | – | 0.58% | 34 |
|
|
2024
Q3 | $1.25M | Sell |
1,409
-40
| -3% | -$35.4K | 0.66% | 31 |
|
|
2024
Q2 | $1.31M | Buy |
1,449
+40
| +3% | +$36.2K | 0.73% | 29 |
|
|
2024
Q1 | $1.1M | Hold |
1,409
| – | – | 0.61% | 34 |
|
|
2023
Q4 | $821K | Hold |
1,409
| – | – | 0.49% | 36 |
|
|
2023
Q3 | $757K | Hold |
1,409
| – | – | 0.49% | 35 |
|
|
2023
Q2 | $661K | Hold |
1,409
| – | – | 0.38% | 46 |
|
|
2023
Q1 | $484K | Hold |
1,409
| – | – | 0.28% | 55 |
|
|
2022
Q4 | $515K | Hold |
1,409
| – | – | 0.3% | 55 |
|
|
2022
Q3 | $456K | Hold |
1,409
| – | – | 0.28% | 58 |
|
|
2022
Q2 | $457K | Hold |
1,409
| – | – | 0.26% | 63 |
|
|
2022
Q1 | $403K | Sell |
1,409
-101
| -7% | -$28.9K | 0.2% | 72 |
|
|
2021
Q4 | $417K | Buy |
1,510
+10
| +0.7% | +$2.76K | 0.2% | 73 |
|
|
2021
Q3 | $347K | Buy |
1,500
+400
| +36% | +$92.5K | 0.19% | 78 |
|
|
2021
Q2 | $252K | Sell |
1,100
-100
| -8% | -$22.9K | 0.14% | 87 |
|
|
2021
Q1 | $224K | Hold |
1,200
| – | – | 0.13% | 89 |
|
|
2020
Q4 | $203K | Sell |
1,200
-100
| -8% | -$16.9K | 0.12% | 93 |
|
|
2020
Q3 | $192K | Sell |
1,300
-100
| -7% | -$14.8K | 0.12% | 88 |
|
|
2020
Q2 | $230K | Buy |
+1,400
| New | +$230K | 0.15% | 81 |
|
|
2016
Q4 | – | Sell |
-4,950
| Closed | -$397K | – | 366 |
|
|
2016
Q3 | $397K | Buy |
4,950
+900
| +22% | +$72.2K | 0.3% | 65 |
|
|
2016
Q2 | $319K | Sell |
4,050
-2,575
| -39% | -$203K | 0.24% | 75 |
|
|
2016
Q1 | $477K | Sell |
6,625
-1,375
| -17% | -$99K | 0.39% | 55 |
|
|
2015
Q4 | $674K | Hold |
8,000
| – | – | 0.55% | 49 |
|
|
2015
Q3 | $670K | Buy |
8,000
+6,576
| +462% | +$551K | 0.59% | 48 |
|
|
2015
Q2 | $119K | Buy |
1,424
+524
| +58% | +$43.8K | 0.1% | 131 |
|
|
2015
Q1 | $65K | Hold |
900
| – | – | 0.05% | 153 |
|
|
2014
Q4 | $62K | Hold |
900
| – | – | 0.05% | 153 |
|
|
2014
Q3 | $58K | Hold |
900
| – | – | 0.05% | 161 |
|
|
2014
Q2 | $56K | Hold |
900
| – | – | 0.05% | 170 |
|
|
2014
Q1 | $53K | Buy |
+900
| New | +$53K | 0.05% | 174 |
|