Mission Wealth 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 | $12.1M | Buy |
15,481
+935
| +6% | +$729K | 0.26% | 54 |
|
|
2025
Q1 | $12M | Buy |
14,546
+52
| +0.4% | +$42.9K | 0.29% | 51 |
|
|
2024
Q4 | $11.2M | Buy |
14,494
+2,827
| +24% | +$2.18M | 0.26% | 52 |
|
|
2024
Q3 | $10.3M | Sell |
11,667
-143
| -1% | -$127K | 0.25% | 51 |
|
|
2024
Q2 | $10.7M | Buy |
11,810
+3,121
| +36% | +$2.83M | 0.28% | 48 |
|
|
2024
Q1 | $6.76M | Buy |
8,689
+1,476
| +20% | +$1.15M | 0.18% | 82 |
|
|
2023
Q4 | $4.2M | Buy |
7,213
+26
| +0.4% | +$15.2K | 0.14% | 86 |
|
|
2023
Q3 | $3.86M | Sell |
7,187
-229
| -3% | -$123K | 0.14% | 87 |
|
|
2023
Q2 | $3.48M | Buy |
7,416
+312
| +4% | +$146K | 0.13% | 82 |
|
|
2023
Q1 | $2.44M | Sell |
7,104
-156
| -2% | -$53.6K | 0.1% | 110 |
|
|
2022
Q4 | $2.66M | Buy |
7,260
+94
| +1% | +$34.4K | 0.13% | 99 |
|
|
2022
Q3 | $2.32M | Buy |
7,166
+524
| +8% | +$169K | 0.12% | 96 |
|
|
2022
Q2 | $2.15M | Sell |
6,642
-258
| -4% | -$83.7K | 0.11% | 100 |
|
|
2022
Q1 | $1.98M | Buy |
6,900
+871
| +14% | +$249K | 0.09% | 113 |
|
|
2021
Q4 | $1.67M | Buy |
6,029
+459
| +8% | +$127K | 0.07% | 125 |
|
|
2021
Q3 | $1.29M | Buy |
5,570
+121
| +2% | +$28K | 0.07% | 143 |
|
|
2021
Q2 | $1.25M | Buy |
5,449
+124
| +2% | +$28.5K | 0.07% | 144 |
|
|
2021
Q1 | $995K | Buy |
5,325
+790
| +17% | +$148K | 0.06% | 151 |
|
|
2020
Q4 | $766K | Buy |
4,535
+458
| +11% | +$77.4K | 0.05% | 166 |
|
|
2020
Q3 | $603K | Sell |
4,077
-453
| -10% | -$67K | 0.05% | 172 |
|
|
2020
Q2 | $744K | Buy |
4,530
+606
| +15% | +$99.5K | 0.06% | 143 |
|
|
2020
Q1 | $544K | Sell |
3,924
-49
| -1% | -$6.79K | 0.06% | 150 |
|
|
2019
Q4 | $522K | Sell |
3,973
-743
| -16% | -$97.6K | 0.05% | 182 |
|
|
2019
Q3 | $527K | Buy |
4,716
+780
| +20% | +$87.2K | 0.06% | 164 |
|
|
2019
Q2 | $436K | Buy |
3,936
+3
| +0.1% | +$332 | 0.05% | 184 |
|
|
2019
Q1 | $510K | Buy |
3,933
+113
| +3% | +$14.7K | 0.06% | 165 |
|
|
2018
Q4 | $442K | Buy |
3,820
+416
| +12% | +$48.1K | 0.06% | 162 |
|
|
2018
Q3 | $365K | Sell |
3,404
-99
| -3% | -$10.6K | 0.05% | 186 |
|
|
2018
Q2 | $299K | Buy |
3,503
+367
| +12% | +$31.3K | 0.04% | 198 |
|
|
2018
Q1 | $243K | Sell |
3,136
-600
| -16% | -$46.5K | 0.04% | 191 |
|
|
2017
Q4 | $316K | Buy |
3,736
+472
| +14% | +$39.9K | 0.05% | 144 |
|
|
2017
Q3 | $279K | Hold |
3,264
| – | – | 0.05% | 147 |
|
|
2017
Q2 | $269K | Buy |
3,264
+229
| +8% | +$18.9K | 0.05% | 144 |
|
|
2017
Q1 | $255K | Sell |
3,035
-206
| -6% | -$17.3K | 0.05% | 147 |
|
|
2016
Q4 | $238K | Sell |
3,241
-324
| -9% | -$23.8K | 0.05% | 152 |
|
|
2016
Q3 | $286K | Buy |
3,565
+21
| +0.6% | +$1.69K | 0.07% | 123 |
|
|
2016
Q2 | $279K | Sell |
3,544
-65
| -2% | -$5.12K | 0.07% | 117 |
|
|
2016
Q1 | $260K | Buy |
3,609
+1,116
| +45% | +$80.4K | 0.07% | 116 |
|
|
2015
Q4 | $210K | Sell |
2,493
-131
| -5% | -$11K | 0.06% | 130 |
|
|
2015
Q3 | $220K | Buy |
+2,624
| New | +$220K | 0.07% | 121 |
|