Nvest Financial’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 | $1.77M | Buy |
2,274
+13
| +0.6% | +$10.1K | 0.92% | 35 |
|
|
2025
Q1 | $1.87M | Sell |
2,261
-25
| -1% | -$20.7K | 1% | 32 |
|
|
2024
Q4 | $1.76M | Buy |
2,286
+758
| +50% | +$585K | 0.9% | 34 |
|
|
2024
Q3 | $1.35M | Hold |
1,528
| – | – | 0.77% | 40 |
|
|
2024
Q2 | $1.38M | Sell |
1,528
-12
| -0.8% | -$10.9K | 0.85% | 37 |
|
|
2024
Q1 | $1.2M | Sell |
1,540
-4
| -0.3% | -$3.11K | 0.8% | 35 |
|
|
2023
Q4 | $900K | Hold |
1,544
| – | – | 0.71% | 35 |
|
|
2023
Q3 | $830K | Hold |
1,544
| – | – | 0.77% | 33 |
|
|
2023
Q2 | $724K | Buy |
1,544
+1
| +0.1% | +$469 | 0.63% | 36 |
|
|
2023
Q1 | $530K | Sell |
1,543
-12
| -0.8% | -$4.12K | 0.55% | 44 |
|
|
2022
Q4 | $569K | Sell |
1,555
-201
| -11% | -$73.5K | 0.71% | 35 |
|
|
2022
Q3 | $568K | Buy |
1,756
+309
| +21% | +$100K | 0.8% | 34 |
|
|
2022
Q2 | $469K | Hold |
1,447
| – | – | 0.49% | 42 |
|
|
2022
Q1 | $414K | Buy |
+1,447
| New | +$414K | 0.34% | 56 |
|