Michael J. Puzo’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 | $3.57M | Buy |
4,581
+2,039
| +80% | +$1.59M | 1.02% | 31 |
|
|
2025
Q1 | $2.1M | Buy |
2,542
+1,887
| +288% | +$1.56M | 0.6% | 34 |
|
|
2024
Q4 | $506K | Sell |
655
-125
| -16% | -$96.5K | 0.14% | 48 |
|
|
2024
Q3 | $691K | Sell |
780
-170
| -18% | -$151K | 0.18% | 47 |
|
|
2024
Q2 | $860K | Sell |
950
-150
| -14% | -$136K | 0.24% | 46 |
|
|
2024
Q1 | $856K | Sell |
1,100
-175
| -14% | -$136K | 0.24% | 48 |
|
|
2023
Q4 | $743K | Sell |
1,275
-200
| -14% | -$117K | 0.24% | 47 |
|
|
2023
Q3 | $792K | Sell |
1,475
-425
| -22% | -$228K | 0.27% | 50 |
|
|
2023
Q2 | $891K | Sell |
1,900
-325
| -15% | -$152K | 0.28% | 48 |
|
|
2023
Q1 | $764K | Sell |
2,225
-325
| -13% | -$112K | 0.25% | 51 |
|
|
2022
Q4 | $933K | Hold |
2,550
| – | – | 0.34% | 47 |
|
|
2022
Q3 | $825K | Hold |
2,550
| – | – | 0.31% | 49 |
|
|
2022
Q2 | $827K | Sell |
2,550
-200
| -7% | -$64.9K | 0.29% | 50 |
|
|
2022
Q1 | $788K | Hold |
2,750
| – | – | 0.24% | 56 |
|
|
2021
Q4 | $760K | Sell |
2,750
-162
| -6% | -$44.8K | 0.21% | 54 |
|
|
2021
Q3 | $673K | Sell |
2,912
-225
| -7% | -$52K | 0.21% | 53 |
|
|
2021
Q2 | $720K | Sell |
3,137
-100
| -3% | -$23K | 0.22% | 53 |
|
|
2021
Q1 | $605K | Sell |
3,237
-100
| -3% | -$18.7K | 0.19% | 57 |
|
|
2020
Q4 | $563K | Hold |
3,337
| – | – | 0.18% | 57 |
|
|
2020
Q3 | $494K | Sell |
3,337
-50
| -1% | -$7.4K | 0.18% | 58 |
|
|
2020
Q2 | $556K | Sell |
3,387
-100
| -3% | -$16.4K | 0.21% | 52 |
|
|
2020
Q1 | $483K | Hold |
3,487
| – | – | 0.21% | 53 |
|
|
2019
Q4 | $458K | Hold |
3,487
| – | – | 0.16% | 60 |
|
|
2019
Q3 | $390K | Sell |
3,487
-25
| -0.7% | -$2.8K | 0.15% | 65 |
|
|
2019
Q2 | $389K | Sell |
3,512
-100
| -3% | -$11.1K | 0.14% | 65 |
|
|
2019
Q1 | $469K | Sell |
3,612
-525
| -13% | -$68.2K | 0.18% | 58 |
|
|
2018
Q4 | $478K | Sell |
4,137
-856
| -17% | -$98.9K | 0.21% | 57 |
|
|
2018
Q3 | $537K | Sell |
4,993
-212
| -4% | -$22.8K | 0.2% | 58 |
|
|
2018
Q2 | $444K | Sell |
5,205
-200
| -4% | -$17.1K | 0.19% | 62 |
|
|
2018
Q1 | $418K | Sell |
5,405
-856
| -14% | -$66.2K | 0.18% | 65 |
|
|
2017
Q4 | $529K | Buy |
+6,261
| New | +$529K | 0.22% | 61 |
|
|
2014
Q1 | – | Sell |
-4,850
| Closed | -$248K | – | 75 |
|
|
2013
Q4 | $248K | Hold |
4,850
| – | – | 0.18% | 69 |
|
|
2013
Q3 | $245K | Hold |
4,850
| – | – | 0.2% | 65 |
|
|
2013
Q2 | $239K | Buy |
+4,850
| New | +$239K | 0.21% | 67 |
|