McClarren Financial 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 | $405K | Buy |
+520
| New | +$405K | 0.26% | 50 |
|
|
2025
Q1 | – | Sell |
-519
| Closed | -$400K | – | 335 |
|
|
2024
Q4 | $400K | Buy |
+519
| New | +$400K | 1.12% | 13 |
|
|
2024
Q3 | – | Sell |
-1,810
| Closed | -$468K | – | 309 |
|
|
2024
Q2 | $468K | Buy |
1,810
+1,292
| +249% | +$334K | 0.33% | 45 |
|
|
2024
Q1 | $403K | Buy |
518
+2
| +0.4% | +$1.56K | 0.29% | 50 |
|
|
2023
Q4 | $301K | Buy |
516
+1
| +0.2% | +$583 | 0.23% | 57 |
|
|
2023
Q3 | $276K | Buy |
515
+63
| +14% | +$33.8K | 0.24% | 56 |
|
|
2023
Q2 | $212K | Buy |
452
+1
| +0.2% | +$469 | 0.18% | 61 |
|
|
2023
Q1 | $155K | Buy |
451
+2
| +0.4% | +$687 | 0.14% | 78 |
|
|
2022
Q4 | $164K | Buy |
449
+1
| +0.2% | +$365 | 0.16% | 75 |
|
|
2022
Q3 | $145K | Buy |
+448
| New | +$145K | 0.14% | 73 |
|
|
2022
Q2 | – | Sell |
-445
| Closed | -$127K | – | 158 |
|
|
2022
Q1 | $127K | Hold |
445
| – | – | 0.09% | 77 |
|
|
2021
Q4 | $123K | Buy |
445
+3
| +0.7% | +$829 | 0.08% | 88 |
|
|
2021
Q3 | $102K | Sell |
442
-98
| -18% | -$22.6K | 0.08% | 77 |
|
|
2021
Q2 | $124K | Buy |
540
+101
| +23% | +$23.2K | 0.1% | 71 |
|
|
2021
Q1 | $82K | Buy |
439
+2
| +0.5% | +$374 | 0.07% | 89 |
|
|
2020
Q4 | $73K | Buy |
+437
| New | +$73K | 0.07% | 87 |
|