Navis Wealth 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 | $842K | Buy |
1,080
+7
| +0.7% | +$5.46K | 0.71% | 30 |
|
|
2025
Q1 | $886K | Hold |
1,073
| – | – | 0.87% | 23 |
|
|
2024
Q4 | $828K | Hold |
1,073
| – | – | 0.9% | 24 |
|
|
2024
Q3 | $950K | Hold |
1,073
| – | – | 1.03% | 19 |
|
|
2024
Q2 | $971K | Hold |
1,073
| – | – | 1.11% | 17 |
|
|
2024
Q1 | $834K | Buy |
1,073
+1
| +0.1% | +$778 | 1% | 17 |
|
|
2023
Q4 | $625K | Hold |
1,072
| – | – | 0.82% | 28 |
|
|
2023
Q3 | $576K | Hold |
1,072
| – | – | 0.83% | 25 |
|
|
2023
Q2 | $503K | Buy |
1,072
+1
| +0.1% | +$469 | 0.46% | 36 |
|
|
2023
Q1 | $368K | Buy |
1,071
+1
| +0.1% | +$343 | 0.4% | 45 |
|
|
2022
Q4 | $392K | Hold |
1,070
| – | – | 0.56% | 38 |
|
|
2022
Q3 | $346K | Hold |
1,070
| – | – | 0.53% | 40 |
|
|
2022
Q2 | $347K | Buy |
1,070
+335
| +46% | +$109K | 0.37% | 60 |
|
|
2022
Q1 | $210K | Hold |
735
| – | – | 0.19% | 99 |
|
|
2021
Q4 | $203K | Buy |
+735
| New | +$203K | 0.17% | 100 |
|
|
2021
Q1 | – | Sell |
-735
| Closed | -$124K | – | 144 |
|
|
2020
Q4 | $124K | Buy |
+735
| New | +$124K | 0.11% | 105 |
|