Modera 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 | $38.7M | Sell |
49,681
-533
| -1% | -$415K | 0.48% | 47 |
|
|
2025
Q1 | $41.5M | Sell |
50,214
-1,236
| -2% | -$1.02M | 0.56% | 46 |
|
|
2024
Q4 | $39.7M | Sell |
51,450
-1,686
| -3% | -$1.3M | 0.48% | 48 |
|
|
2024
Q3 | $47.1M | Sell |
53,136
-1,436
| -3% | -$1.27M | 0.6% | 40 |
|
|
2024
Q2 | $49.4M | Sell |
54,572
-4,974
| -8% | -$4.5M | 0.73% | 35 |
|
|
2024
Q1 | $46.3M | Sell |
59,546
-2,506
| -4% | -$1.95M | 0.71% | 37 |
|
|
2023
Q4 | $36.2M | Sell |
62,052
-3,822
| -6% | -$2.23M | 0.6% | 46 |
|
|
2023
Q3 | $35.4M | Sell |
65,874
-6,470
| -9% | -$3.48M | 0.67% | 40 |
|
|
2023
Q2 | $33.9M | Buy |
72,344
+69,074
| +2,112% | +$32.4M | 0.62% | 43 |
|
|
2023
Q1 | $1.12M | Buy |
3,270
+48
| +1% | +$16.5K | 0.04% | 148 |
|
|
2022
Q4 | $1.18M | Sell |
3,222
-100
| -3% | -$36.6K | 0.05% | 136 |
|
|
2022
Q3 | $1.07M | Sell |
3,322
-25
| -0.7% | -$8.08K | 0.05% | 129 |
|
|
2022
Q2 | $1.09M | Sell |
3,347
-191
| -5% | -$61.9K | 0.05% | 137 |
|
|
2022
Q1 | $1.01M | Buy |
3,538
+67
| +2% | +$19.2K | 0.04% | 153 |
|
|
2021
Q4 | $959K | Buy |
3,471
+55
| +2% | +$15.2K | 0.04% | 179 |
|
|
2021
Q3 | $789K | Hold |
3,416
| – | – | 0.04% | 123 |
|
|
2021
Q2 | $784K | Buy |
3,416
+39
| +1% | +$8.95K | 0.04% | 119 |
|
|
2021
Q1 | $631K | Sell |
3,377
-3
| -0.1% | -$561 | 0.04% | 124 |
|
|
2020
Q4 | $571K | Buy |
3,380
+1,550
| +85% | +$262K | 0.05% | 127 |
|
|
2020
Q3 | $271K | Sell |
1,830
-270
| -13% | -$40K | 0.04% | 131 |
|
|
2020
Q2 | $345K | Sell |
2,100
-83
| -4% | -$13.6K | 0.06% | 110 |
|
|
2020
Q1 | $303K | Buy |
2,183
+27
| +1% | +$3.75K | 0.06% | 110 |
|
|
2019
Q4 | $283K | Sell |
2,156
-514
| -19% | -$67.5K | 0.04% | 110 |
|
|
2019
Q3 | $299K | Hold |
2,670
| – | – | 0.05% | 103 |
|
|
2019
Q2 | $296K | Buy |
2,670
+75
| +3% | +$8.32K | 0.05% | 104 |
|
|
2019
Q1 | $337K | Buy |
+2,595
| New | +$337K | 0.06% | 95 |
|
|
2017
Q3 | – | Sell |
-2,827
| Closed | -$233K | – | 134 |
|
|
2017
Q2 | $233K | Buy |
2,827
+3
| +0.1% | +$247 | 0.06% | 103 |
|
|
2017
Q1 | $238K | Buy |
+2,824
| New | +$238K | 0.06% | 105 |
|