Moneta Group Investment Advisors’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 | $9.71M | Buy |
12,460
+838
| +7% | +$653K | 0.12% | 101 |
|
|
2025
Q1 | $9.6M | Sell |
11,622
-831
| -7% | -$686K | 0.13% | 95 |
|
|
2024
Q4 | $9.61M | Buy |
12,453
+1,596
| +15% | +$1.23M | 0.13% | 98 |
|
|
2024
Q3 | $9.62M | Sell |
10,857
-183
| -2% | -$162K | 0.14% | 93 |
|
|
2024
Q2 | $10M | Sell |
11,040
-2,607
| -19% | -$2.36M | 0.16% | 80 |
|
|
2024
Q1 | $10.6M | Buy |
13,647
+5,017
| +58% | +$3.9M | 0.17% | 80 |
|
|
2023
Q4 | $5.03M | Buy |
8,630
+91
| +1% | +$53K | 0.1% | 107 |
|
|
2023
Q3 | $4.59M | Buy |
8,539
+441
| +5% | +$237K | 0.1% | 109 |
|
|
2023
Q2 | $3.8M | Sell |
8,098
-326
| -4% | -$153K | 0.08% | 123 |
|
|
2023
Q1 | $2.89M | Buy |
8,424
+2,342
| +39% | +$804K | 0.07% | 137 |
|
|
2022
Q4 | $2.09M | Buy |
6,082
+787
| +15% | +$271K | 0.06% | 142 |
|
|
2022
Q3 | $1.71M | Sell |
5,295
-68
| -1% | -$22K | 0.07% | 146 |
|
|
2022
Q2 | $1.74M | Buy |
5,363
+27
| +0.5% | +$8.76K | 0.06% | 152 |
|
|
2022
Q1 | $1.53M | Buy |
5,336
+134
| +3% | +$38.4K | 0.06% | 160 |
|
|
2021
Q4 | $1.44M | Buy |
5,202
+13
| +0.3% | +$3.59K | 0.06% | 163 |
|
|
2021
Q3 | $1.2M | Sell |
5,189
-3,237
| -38% | -$748K | 0.06% | 172 |
|
|
2021
Q2 | $1.93M | Buy |
8,426
+3,196
| +61% | +$734K | 0.09% | 135 |
|
|
2021
Q1 | $977K | Buy |
5,230
+2,162
| +70% | +$404K | 0.05% | 180 |
|
|
2020
Q4 | $518K | Buy |
3,068
+190
| +7% | +$32.1K | 0.04% | 192 |
|
|
2020
Q3 | $426K | Sell |
2,878
-94
| -3% | -$13.9K | 0.04% | 182 |
|
|
2020
Q2 | $488K | Buy |
+2,972
| New | +$488K | 0.05% | 162 |
|
|
2019
Q2 | – | Sell |
-1,803
| Closed | -$234K | – | 265 |
|
|
2019
Q1 | $234K | Sell |
1,803
-1,075
| -37% | -$140K | 0.02% | 197 |
|
|
2018
Q4 | $333K | Sell |
2,878
-34
| -1% | -$3.93K | 0.04% | 164 |
|
|
2018
Q3 | $312K | Buy |
2,912
+1,006
| +53% | +$108K | 0.03% | 179 |
|
|
2018
Q2 | $163K | Buy |
1,906
+451
| +31% | +$38.6K | 0.02% | 262 |
|
|
2018
Q1 | $113K | Buy |
1,455
+503
| +53% | +$39.1K | 0.02% | 226 |
|
|
2017
Q4 | $80K | Buy |
+952
| New | +$80K | 0.01% | 246 |
|
|
2015
Q4 | – | Sell |
-160
| Closed | -$13K | – | 295 |
|
|
2015
Q3 | $13K | Buy |
+160
| New | +$13K | ﹤0.01% | 386 |
|