Novare Capital 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
$3.12M Buy
4,000
+2,131
+114% +$1.66M 0.25% 76
2025
Q1
$1.54M Buy
1,869
+1,282
+218% +$1.06M 0.13% 103
2024
Q4
$453K Buy
587
+60
+11% +$46.3K 0.04% 140
2024
Q3
$467K Buy
527
+225
+75% +$199K 0.04% 140
2024
Q2
$273K Sell
302
-12
-4% -$10.9K 0.02% 156
2024
Q1
$244K Buy
+314
New +$244K 0.02% 167