Milestone Asset Management’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
$390K Sell
500
-435
-47% -$339K 0.08% 161
2025
Q1
$773K Sell
935
-10
-1% -$8.26K 0.16% 107
2024
Q4
$730K Sell
945
-293
-24% -$226K 0.16% 131
2024
Q3
$1.1M Buy
1,238
+61
+5% +$54K 0.25% 83
2024
Q2
$1.07M Sell
1,177
-286
-20% -$259K 0.27% 79
2024
Q1
$1.14M Buy
1,463
+681
+87% +$530K 0.33% 69
2023
Q4
$456K Buy
782
+23
+3% +$13.4K 0.15% 40
2023
Q3
$409K Buy
759
+30
+4% +$16.1K 0.14% 45
2023
Q2
$342K Hold
729
0.15% 43
2023
Q1
$250K Hold
729
0.14% 61
2022
Q4
$249K Buy
+729
New +$249K 0.15% 57