Oak Harbor Wealth Partners’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 | $1.85M | Buy |
2,372
+569
| +32% | +$444K | 0.5% | 52 |
|
|
2025
Q1 | $1.49M | Buy |
1,803
+7
| +0.4% | +$5.78K | 0.43% | 58 |
|
|
2024
Q4 | $1.39M | Sell |
1,796
-50
| -3% | -$38.6K | 0.4% | 66 |
|
|
2024
Q3 | $1.64M | Sell |
1,846
-14
| -0.8% | -$12.4K | 0.47% | 58 |
|
|
2024
Q2 | $1.68M | Sell |
1,860
-15
| -0.8% | -$13.6K | 0.53% | 46 |
|
|
2024
Q1 | $1.46M | Buy |
1,875
+9
| +0.5% | +$7K | 0.45% | 63 |
|
|
2023
Q4 | $1.09M | Buy |
1,866
+311
| +20% | +$181K | 0.37% | 69 |
|
|
2023
Q3 | $835K | Sell |
1,555
-106
| -6% | -$56.9K | 0.3% | 77 |
|
|
2023
Q2 | $779K | Buy |
1,661
+59
| +4% | +$27.7K | 0.27% | 81 |
|
|
2023
Q1 | $550K | Buy |
1,602
+90
| +6% | +$30.9K | 0.2% | 104 |
|
|
2022
Q4 | $553K | Buy |
1,512
+238
| +19% | +$87.1K | 0.21% | 93 |
|
|
2022
Q3 | $412K | Sell |
1,274
-79
| -6% | -$25.5K | 0.16% | 105 |
|
|
2022
Q2 | $439K | Sell |
1,353
-10
| -0.7% | -$3.25K | 0.17% | 100 |
|
|
2022
Q1 | $390K | Buy |
1,363
+10
| +0.7% | +$2.86K | 0.13% | 116 |
|
|
2021
Q4 | $374K | Buy |
+1,353
| New | +$374K | 0.13% | 114 |
|