Mark Sheptoff Financial Planning’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Buy |
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|
2025
Q1 | $957K | Sell |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.1M | Hold |
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|
2023
Q4 | $821K | Hold |
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|
2023
Q3 | $757K | Hold |
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|
2023
Q2 | $661K | Hold |
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|
2023
Q1 | $484K | Hold |
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|
2022
Q4 | $515K | Hold |
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|
2022
Q3 | $456K | Hold |
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|
2022
Q2 | $457K | Hold |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $417K | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $203K | Sell |
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|
2020
Q3 | $192K | Sell |
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|
2020
Q2 | $230K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $397K | Buy |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $477K | Sell |
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|
2015
Q4 | $674K | Hold |
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|
2015
Q3 | $670K | Buy |
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|
2015
Q2 | $119K | Buy |
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|
2015
Q1 | $65K | Hold |
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|
2014
Q4 | $62K | Hold |
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|
2014
Q3 | $58K | Hold |
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|
2014
Q2 | $56K | Hold |
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|
2014
Q1 | $53K | Buy |
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