Pinnacle Wealth Planning Services’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 | $2.84M | Buy |
3,638
+379
| +12% | +$295K | 0.37% | 36 |
|
|
2025
Q1 | $2.69M | Buy |
3,259
+110
| +3% | +$90.9K | 0.4% | 37 |
|
|
2024
Q4 | $2.43M | Sell |
3,149
-1,243
| -28% | -$960K | 0.37% | 38 |
|
|
2024
Q3 | $3.89M | Buy |
4,392
+299
| +7% | +$265K | 0.53% | 28 |
|
|
2024
Q2 | $3.71M | Sell |
4,093
-18
| -0.4% | -$16.3K | 0.53% | 29 |
|
|
2024
Q1 | $3.2M | Buy |
4,111
+270
| +7% | +$210K | 0.47% | 32 |
|
|
2023
Q4 | $2.24M | Sell |
3,841
-16
| -0.4% | -$9.33K | 0.35% | 45 |
|
|
2023
Q3 | $2.07M | Buy |
3,857
+23
| +0.6% | +$12.4K | 0.34% | 45 |
|
|
2023
Q2 | $1.8M | Sell |
3,834
-44
| -1% | -$20.6K | 0.29% | 53 |
|
|
2023
Q1 | $1.33M | Buy |
3,878
+183
| +5% | +$62.8K | 0.22% | 67 |
|
|
2022
Q4 | $1.35M | Buy |
3,695
+159
| +4% | +$58.2K | 0.24% | 65 |
|
|
2022
Q3 | $1.14M | Sell |
3,536
-88
| -2% | -$28.5K | 0.21% | 72 |
|
|
2022
Q2 | $1.18M | Buy |
3,624
+199
| +6% | +$64.5K | 0.21% | 72 |
|
|
2022
Q1 | $981K | Buy |
3,425
+447
| +15% | +$128K | 0.18% | 93 |
|
|
2021
Q4 | $822K | Buy |
2,978
+251
| +9% | +$69.3K | 0.16% | 93 |
|
|
2021
Q3 | $630K | Sell |
2,727
-71
| -3% | -$16.4K | 0.14% | 113 |
|
|
2021
Q2 | $642K | Buy |
2,798
+87
| +3% | +$20K | 0.15% | 104 |
|
|
2021
Q1 | $506K | Buy |
2,711
+186
| +7% | +$34.7K | 0.13% | 125 |
|
|
2020
Q4 | $426K | Buy |
2,525
+11
| +0.4% | +$1.86K | 0.1% | 126 |
|
|
2020
Q3 | $373K | Sell |
2,514
-27
| -1% | -$4.01K | 0.12% | 128 |
|
|
2020
Q2 | $417K | Sell |
2,541
-237
| -9% | -$38.9K | 0.14% | 125 |
|
|
2020
Q1 | $385K | Buy |
2,778
+1,011
| +57% | +$140K | 0.18% | 108 |
|
|
2019
Q4 | $232K | Buy |
+1,767
| New | +$232K | 0.11% | 185 |
|
|
2019
Q1 | – | Sell |
-1,729
| Closed | -$200K | – | 177 |
|
|
2018
Q4 | $200K | Buy |
+1,729
| New | +$200K | 0.13% | 132 |
|