Morningstar Investment Services’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,617
| Closed | -$3.18M | – | 284 |
|
|
2024
Q3 | $3.18M | Buy |
3,617
+634
| +21% | +$557K | 0.03% | 158 |
|
|
2024
Q2 | $2.71M | Buy |
2,983
+667
| +29% | +$606K | 0.03% | 154 |
|
|
2024
Q1 | $1.8M | Sell |
2,316
-851
| -27% | -$662K | 0.02% | 166 |
|
|
2023
Q4 | $1.84M | Buy |
3,167
+1,426
| +82% | +$828K | 0.01% | 191 |
|
|
2023
Q3 | $948K | Buy |
1,741
+923
| +113% | +$503K | 0.01% | 179 |
|
|
2023
Q2 | $379K | Buy |
+818
| New | +$379K | ﹤0.01% | 205 |
|
|
2016
Q4 | – | Sell |
-15,502
| Closed | -$1.24M | – | 201 |
|
|
2016
Q3 | $1.24M | Sell |
15,502
-1,275
| -8% | -$102K | 0.04% | 156 |
|
|
2016
Q2 | $1.33M | Buy |
+16,777
| New | +$1.33M | 0.04% | 155 |
|
|
2014
Q1 | – | Sell |
-32,836
| Closed | -$1.68M | – | 209 |
|
|
2013
Q4 | $1.68M | Buy |
+32,836
| New | +$1.68M | 0.13% | 130 |
|