Patten & Patten’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
$13M Sell
16,732
-187
-1% -$146K 0.84% 33
2025
Q1
$14M Buy
16,919
+644
+4% +$532K 0.94% 29
2024
Q4
$12.6M Buy
16,275
+5
+0% +$3.86K 0.83% 34
2024
Q3
$14.4M Sell
16,270
-158
-1% -$140K 0.96% 31
2024
Q2
$14.9M Sell
16,428
-258
-2% -$234K 1.04% 27
2024
Q1
$13M Buy
16,686
+1,051
+7% +$818K 0.92% 31
2023
Q4
$9.11M Sell
15,635
-1,853
-11% -$1.08M 0.75% 41
2023
Q3
$9.39M Buy
17,488
+506
+3% +$272K 0.83% 38
2023
Q2
$7.96M Sell
16,982
-195
-1% -$91.5K 0.66% 47
2023
Q1
$5.9M Buy
17,177
+5,266
+44% +$1.81M 0.52% 54
2022
Q4
$4.36M Buy
11,911
+4,631
+64% +$1.69M 0.4% 68
2022
Q3
$2.35M Buy
7,280
+151
+2% +$48.8K 0.22% 82
2022
Q2
$2.31M Buy
7,129
+774
+12% +$251K 0.2% 84
2022
Q1
$1.82M Sell
6,355
-10
-0.2% -$2.86K 0.13% 114
2021
Q4
$1.76M Buy
6,365
+59
+0.9% +$16.3K 0.12% 117
2021
Q3
$1.46M Buy
6,306
+9
+0.1% +$2.08K 0.11% 121
2021
Q2
$1.45M Buy
6,297
+1,042
+20% +$239K 0.11% 120
2021
Q1
$982K Sell
5,255
-1,143
-18% -$214K 0.08% 147
2020
Q4
$1.08M Buy
6,398
+350
+6% +$59.1K 0.09% 135
2020
Q3
$895K Sell
6,048
-164
-3% -$24.3K 0.09% 138
2020
Q2
$1.02M Buy
6,212
+622
+11% +$102K 0.11% 126
2020
Q1
$775K Hold
5,590
0.1% 131
2019
Q4
$735K Hold
5,590
0.07% 158
2019
Q3
$625K Buy
5,590
+351
+7% +$39.2K 0.07% 160
2019
Q2
$580K Sell
5,239
-50
-0.9% -$5.54K 0.06% 161
2019
Q1
$686K Buy
5,289
+1
+0% +$130 0.08% 154
2018
Q4
$612K Hold
5,288
0.08% 154
2018
Q3
$567K Sell
5,288
-60
-1% -$6.43K 0.06% 166
2018
Q2
$456K Sell
5,348
-1,500
-22% -$128K 0.05% 181
2018
Q1
$530K Sell
6,848
-450
-6% -$34.8K 0.05% 170
2017
Q4
$616K Hold
7,298
0.06% 166
2017
Q3
$624K Sell
7,298
-131
-2% -$11.2K 0.07% 168
2017
Q2
$611K Buy
7,429
+400
+6% +$32.9K 0.07% 163
2017
Q1
$591K Sell
7,029
-810
-10% -$68.1K 0.07% 158
2016
Q4
$577K Sell
7,839
-299
-4% -$22K 0.07% 148
2016
Q3
$653K Sell
8,138
-901
-10% -$72.3K 0.08% 142
2016
Q2
$712K Buy
9,039
+630
+7% +$49.6K 0.1% 133
2016
Q1
$606K Sell
8,409
-1,000
-11% -$72.1K 0.09% 139
2015
Q4
$793K Buy
9,409
+90
+1% +$7.59K 0.11% 118
2015
Q3
$780K Buy
9,319
+150
+2% +$12.6K 0.12% 115
2015
Q2
$766K Sell
9,169
-918
-9% -$76.7K 0.11% 127
2015
Q1
$733K Sell
10,087
-264
-3% -$19.2K 0.11% 132
2014
Q4
$714K Buy
10,351
+7
+0.1% +$483 0.11% 134
2014
Q3
$671K Buy
10,344
+902
+10% +$58.5K 0.11% 134
2014
Q2
$587K Sell
9,442
-4,752
-33% -$295K 0.1% 137
2014
Q1
$835K Buy
14,194
+8
+0.1% +$471 0.11% 146
2013
Q4
$723K Sell
14,186
-1,666
-11% -$84.9K 0.1% 159
2013
Q3
$798K Sell
15,852
-4,910
-24% -$247K 0.12% 136
2013
Q2
$1.02M Buy
+20,762
New +$1.02M 0.17% 115