Obermeyer 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 | $12.7M | Sell |
16,301
-395
| -2% | -$308K | 0.63% | 40 |
|
|
2025
Q1 | $13.8M | Buy |
16,696
+811
| +5% | +$670K | 0.74% | 41 |
|
|
2024
Q4 | $12.3M | Buy |
15,885
+977
| +7% | +$754K | 0.64% | 42 |
|
|
2024
Q3 | $13.2M | Buy |
14,908
+5
| +0% | +$4.43K | 0.71% | 40 |
|
|
2024
Q2 | $13.5M | Buy |
14,903
+14,107
| +1,772% | +$12.8M | 0.77% | 39 |
|
|
2024
Q1 | $620K | Buy |
796
+41
| +5% | +$31.9K | 0.04% | 125 |
|
|
2023
Q4 | $440K | Buy |
755
+23
| +3% | +$13.4K | 0.03% | 125 |
|
|
2023
Q3 | $393K | Hold |
732
| – | – | 0.03% | 128 |
|
|
2023
Q2 | $343K | Sell |
732
-82
| -10% | -$38.5K | 0.02% | 148 |
|
|
2023
Q1 | $280K | Sell |
814
-56
| -6% | -$19.2K | 0.02% | 170 |
|
|
2022
Q4 | $318K | Hold |
870
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $281K | Hold |
870
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $282K | Hold |
870
| – | – | 0.02% | 153 |
|
|
2022
Q1 | $249K | Hold |
870
| – | – | 0.01% | 193 |
|
|
2021
Q4 | $240K | Buy |
+870
| New | +$240K | 0.01% | 200 |
|
|
2021
Q3 | – | Sell |
-973
| Closed | -$223K | – | 222 |
|
|
2021
Q2 | $223K | Buy |
+973
| New | +$223K | 0.01% | 199 |
|
|
2018
Q2 | – | Sell |
-13,139
| Closed | -$1.02M | – | 117 |
|
|
2018
Q1 | $1.02M | Sell |
13,139
-700
| -5% | -$54.2K | 0.09% | 51 |
|
|
2017
Q4 | $1.17M | Buy |
13,839
+500
| +4% | +$42.2K | 0.1% | 53 |
|
|
2017
Q3 | $1.14M | Sell |
13,339
-280
| -2% | -$24K | 0.1% | 52 |
|
|
2017
Q2 | $1.12M | Sell |
13,619
-5,120
| -27% | -$421K | 0.1% | 54 |
|
|
2017
Q1 | $1.58M | Hold |
18,739
| – | – | 0.15% | 45 |
|
|
2016
Q4 | $1.38M | Buy |
18,739
+4,511
| +32% | +$332K | 0.13% | 48 |
|
|
2016
Q3 | $1.14M | Buy |
14,228
+7,560
| +113% | +$607K | 0.11% | 51 |
|
|
2016
Q2 | $525K | Hold |
6,668
| – | – | 0.05% | 73 |
|
|
2016
Q1 | $480K | Hold |
6,668
| – | – | 0.04% | 76 |
|
|
2015
Q4 | $562K | Sell |
6,668
-2,000
| -23% | -$169K | 0.05% | 68 |
|
|
2015
Q3 | $725K | Hold |
8,668
| – | – | 0.08% | 58 |
|
|
2015
Q2 | $724K | Buy |
8,668
+2,000
| +30% | +$167K | 0.06% | 66 |
|
|
2015
Q1 | $484K | Hold |
6,668
| – | – | 0.04% | 93 |
|
|
2014
Q4 | $460K | Buy |
+6,668
| New | +$460K | 0.04% | 97 |
|