Meristem Family Wealth’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.11M | Sell |
3,886
-598
| -13% | -$171K | 0.12% | 96 |
|
|
2021
Q4 | $1.24M | Buy |
4,484
+148
| +3% | +$40.9K | 0.11% | 109 |
|
|
2021
Q3 | $1M | Buy |
+4,336
| New | +$1M | 0.1% | 132 |
|
|
2020
Q3 | – | Sell |
-3,410
| Closed | -$560K | – | 206 |
|
|
2020
Q2 | $560K | Buy |
3,410
+47
| +1% | +$7.72K | 0.15% | 85 |
|
|
2020
Q1 | $467K | Sell |
3,363
-45
| -1% | -$6.25K | 0.14% | 93 |
|
|
2019
Q4 | $448K | Sell |
3,408
-350
| -9% | -$46K | 0.11% | 111 |
|
|
2019
Q3 | $420K | Buy |
+3,758
| New | +$420K | 0.11% | 112 |
|
|
2013
Q4 | – | Sell |
-4,010
| Closed | -$202K | – | 116 |
|
|
2013
Q3 | $202K | Buy |
+4,010
| New | +$202K | 0.09% | 106 |
|