One Wealth Advisors’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 | $352K | Buy |
451
+6
| +1% | +$4.68K | 0.05% | 203 |
|
|
2025
Q1 | $368K | Buy |
445
+111
| +33% | +$91.7K | 0.05% | 184 |
|
|
2024
Q4 | $258K | Hold |
334
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $296K | Buy |
334
+1
| +0.3% | +$886 | 0.05% | 204 |
|
|
2024
Q2 | $297K | Buy |
333
+75
| +29% | +$66.9K | 0.06% | 159 |
|
|
2024
Q1 | $201K | Buy |
+258
| New | +$201K | 0.03% | 241 |
|
|
2023
Q4 | – | Sell |
-521
| Closed | -$280K | – | 230 |
|
|
2023
Q3 | $280K | Hold |
521
| – | – | 0.06% | 146 |
|
|
2023
Q2 | $244K | Buy |
+521
| New | +$244K | 0.05% | 175 |
|
|
2023
Q1 | – | Sell |
-559
| Closed | -$205K | – | 428 |
|
|
2022
Q4 | $205K | Buy |
+559
| New | +$205K | 0.05% | 186 |
|
|
2021
Q1 | – | Sell |
-2,307
| Closed | -$390K | – | 164 |
|
|
2020
Q4 | $390K | Buy |
2,307
+57
| +3% | +$9.64K | 0.21% | 61 |
|
|
2020
Q3 | $333K | Sell |
2,250
-183
| -8% | -$27.1K | 0.23% | 51 |
|
|
2020
Q2 | $399K | Sell |
2,433
-232
| -9% | -$38K | 0.32% | 35 |
|
|
2020
Q1 | $370K | Buy |
+2,665
| New | +$370K | 0.37% | 36 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$26K | – | 321 |
|
|
2019
Q1 | $26K | Buy |
+200
| New | +$26K | 0.02% | 251 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$21K | – | 311 |
|
|
2018
Q3 | $21K | Hold |
200
| – | – | 0.02% | 311 |
|
|
2018
Q2 | $17K | Hold |
200
| – | – | 0.01% | 320 |
|
|
2018
Q1 | $15K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2017
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 336 |
|