Omnia Family Wealth’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 | $1.88M | Buy |
2,405
+144
| +6% | +$112K | 0.68% | 20 |
|
|
2025
Q1 | $1.87M | Buy |
2,261
+214
| +10% | +$177K | 0.78% | 19 |
|
|
2024
Q4 | $1.58M | Buy |
2,047
+49
| +2% | +$37.8K | 0.65% | 20 |
|
|
2024
Q3 | $1.77M | Buy |
1,998
+105
| +6% | +$93K | 0.76% | 19 |
|
|
2024
Q2 | $1.71M | Buy |
1,893
+44
| +2% | +$39.8K | 0.73% | 21 |
|
|
2024
Q1 | $1.44M | Buy |
1,849
+43
| +2% | +$33.5K | 0.67% | 22 |
|
|
2023
Q4 | $1.05M | Buy |
1,806
+14
| +0.8% | +$8.16K | 0.54% | 21 |
|
|
2023
Q3 | $963K | Buy |
1,792
+12
| +0.7% | +$6.45K | 0.6% | 24 |
|
|
2023
Q2 | $835K | Buy |
1,780
+10
| +0.6% | +$4.69K | 0.57% | 24 |
|
|
2023
Q1 | $608K | Buy |
1,770
+25
| +1% | +$8.59K | 0.47% | 26 |
|
|
2022
Q4 | $638K | Hold |
1,745
| – | – | 0.52% | 26 |
|
|
2022
Q3 | $564K | Hold |
1,745
| – | – | 0.46% | 24 |
|
|
2022
Q2 | $566K | Hold |
1,745
| – | – | 0.42% | 28 |
|
|
2022
Q1 | $500K | Buy |
1,745
+25
| +1% | +$7.16K | 0.33% | 37 |
|
|
2021
Q4 | $475K | Hold |
1,720
| – | – | 0.29% | 43 |
|
|
2021
Q3 | $397K | Hold |
1,720
| – | – | 0.27% | 47 |
|
|
2021
Q2 | $395K | Hold |
1,720
| – | – | 0.25% | 46 |
|
|
2021
Q1 | $321K | Hold |
1,720
| – | – | 0.24% | 54 |
|
|
2020
Q4 | $290K | Hold |
1,720
| – | – | 0.27% | 57 |
|
|
2020
Q3 | $255K | Hold |
1,720
| – | – | 0.24% | 55 |
|
|
2020
Q2 | $282K | Hold |
1,720
| – | – | 0.28% | 55 |
|
|
2020
Q1 | $239K | Hold |
1,720
| – | – | 0.25% | 60 |
|
|
2019
Q4 | $226K | Buy |
+1,720
| New | +$226K | 0.1% | 87 |
|
|
2019
Q2 | – | Sell |
-1,720
| Closed | -$223K | – | 335 |
|
|
2019
Q1 | $223K | Sell |
1,720
-1,105
| -39% | -$143K | 0.11% | 82 |
|
|
2018
Q4 | $327K | Sell |
2,825
-345
| -11% | -$39.9K | 0.18% | 60 |
|
|
2018
Q3 | $340K | Hold |
3,170
| – | – | 0.16% | 58 |
|
|
2018
Q2 | $270K | Hold |
3,170
| – | – | 0.13% | 73 |
|
|
2018
Q1 | $245K | Hold |
3,170
| – | – | 0.11% | 76 |
|
|
2017
Q4 | $268K | Buy |
3,170
+9
| +0.3% | +$761 | 0.12% | 71 |
|
|
2017
Q3 | $270K | Sell |
3,161
-102
| -3% | -$8.71K | 0.13% | 69 |
|
|
2017
Q2 | $269K | Buy |
3,263
+113
| +4% | +$9.32K | 0.13% | 66 |
|
|
2017
Q1 | $265K | Sell |
3,150
-49
| -2% | -$4.12K | 0.13% | 71 |
|
|
2016
Q4 | $235K | Buy |
+3,199
| New | +$235K | 0.12% | 82 |
|