Occidental Asset Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01M | Buy |
2,189
+75
| +4% | +$76K | 0.24% | 89 |
|
|
2025
Q4 | $2.27M | Buy |
2,114
+83
| +4% | +$79.4K | 0.27% | 82 |
|
|
2025
Q3 | $1.55M | Buy |
2,031
+65
| +3% | +$48.4K | 0.19% | 92 |
|
|
2025
Q2 | $1.53M | Buy |
1,966
+13
| +0.7% | +$10.1K | 0.21% | 86 |
|
|
2025
Q1 | $1.61M | Buy |
1,953
+478
| +32% | +$398K | 0.24% | 87 |
|
|
2024
Q4 | $1.14M | Buy |
1,475
+18
| +1% | +$14.9K | 0.18% | 102 |
|
|
2024
Q3 | $1.29M | Sell |
1,457
-30
| -2% | -$27K | 0.21% | 101 |
|
|
2024
Q2 | $1.35M | Sell |
1,487
-80
| -5% | -$64K | 0.24% | 97 |
|
|
2024
Q1 | $1.22M | Sell |
1,567
-149
| -9% | -$106K | 0.23% | 98 |
|
|
2023
Q4 | $1M | Sell |
1,716
-117
| -6% | -$68.3K | 0.21% | 111 |
|
|
2023
Q3 | $985K | Hold |
1,833
| – | – | 0.23% | 105 |
|
|
2023
Q2 | $860K | Buy |
1,833
+250
| +16% | +$105K | 0.19% | 117 |
|
|
2023
Q1 | $544K | Hold |
1,583
| – | – | 0.14% | 128 |
|
|
2022
Q4 | $579K | Buy |
1,583
+40
| +3% | +$14.2K | 0.16% | 123 |
|
|
2022
Q3 | $499K | Hold |
1,543
| – | – | 0.15% | 121 |
|
|
2022
Q2 | $500K | Sell |
1,543
-59
| -4% | -$17.7K | 0.15% | 124 |
|
|
2022
Q1 | $459K | Buy |
1,602
+39
| +2% | +$10K | 0.12% | 137 |
|
|
2021
Q4 | $432K | Hold |
1,563
| – | – | 0.1% | 150 |
|
|
2021
Q3 | $361K | Buy |
1,563
+40
| +3% | +$9.87K | 0.09% | 163 |
|
|
2021
Q2 | $350K | Hold |
1,523
| – | – | 0.09% | 162 |
|
|
2021
Q1 | $285K | Buy |
1,523
+80
| +6% | +$15.6K | 0.08% | 163 |
|
|
2020
Q4 | $244K | Hold |
1,443
| – | – | 0.08% | 153 |
|
|
2020
Q3 | $214K | Hold |
1,443
| – | – | 0.09% | 134 |
|
|
2020
Q2 | $237K | Buy |
+1,443
| New | +$221K | 0.1% | 130 |
|
Other funds holding LLY
VCM
VPM
