Plante Moran Financial 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 | $1.37M | Buy |
1,756
+380
| +28% | +$296K | 0.1% | 36 |
|
|
2025
Q1 | $1.14M | Buy |
1,376
+78
| +6% | +$64.4K | 0.1% | 36 |
|
|
2024
Q4 | $1M | Sell |
1,298
-348
| -21% | -$269K | 0.08% | 45 |
|
|
2024
Q3 | $1.46M | Buy |
1,646
+1
| +0.1% | +$886 | 0.12% | 34 |
|
|
2024
Q2 | $1.49M | Buy |
1,645
+105
| +7% | +$95.1K | 0.15% | 37 |
|
|
2024
Q1 | $1.2M | Sell |
1,540
-200
| -11% | -$156K | 0.13% | 40 |
|
|
2023
Q4 | $1.01M | Buy |
1,740
+222
| +15% | +$129K | 0.11% | 47 |
|
|
2023
Q3 | $815K | Buy |
1,518
+168
| +12% | +$90.2K | 0.1% | 47 |
|
|
2023
Q2 | $633K | Sell |
1,350
-8
| -0.6% | -$3.75K | 0.07% | 66 |
|
|
2023
Q1 | $466K | Sell |
1,358
-34
| -2% | -$11.7K | 0.06% | 86 |
|
|
2022
Q4 | $509K | Sell |
1,392
-52
| -4% | -$19K | 0.07% | 82 |
|
|
2022
Q3 | $467K | Sell |
1,444
-17
| -1% | -$5.5K | 0.08% | 82 |
|
|
2022
Q2 | $474K | Buy |
1,461
+94
| +7% | +$30.5K | 0.08% | 82 |
|
|
2022
Q1 | $391K | Buy |
1,367
+26
| +2% | +$7.44K | 0.07% | 104 |
|
|
2021
Q4 | $370K | Sell |
1,341
-111
| -8% | -$30.6K | 0.06% | 117 |
|
|
2021
Q3 | $335K | Buy |
1,452
+199
| +16% | +$45.9K | 0.07% | 132 |
|
|
2021
Q2 | $288K | Sell |
1,253
-111
| -8% | -$25.5K | 0.07% | 135 |
|
|
2021
Q1 | $255K | Sell |
1,364
-626
| -31% | -$117K | 0.07% | 143 |
|
|
2020
Q4 | $336K | Buy |
1,990
+735
| +59% | +$124K | 0.1% | 118 |
|
|
2020
Q3 | $186K | Hold |
1,255
| – | – | 0.07% | 163 |
|
|
2020
Q2 | $206K | Sell |
1,255
-363
| -22% | -$59.6K | 0.08% | 122 |
|
|
2020
Q1 | $224K | Sell |
1,618
-12
| -0.7% | -$1.66K | 0.1% | 105 |
|
|
2019
Q4 | $214K | Sell |
1,630
-264
| -14% | -$34.7K | 0.07% | 145 |
|
|
2019
Q3 | $212K | Sell |
1,894
-118
| -6% | -$13.2K | 0.06% | 153 |
|
|
2019
Q2 | $223K | Buy |
2,012
+139
| +7% | +$15.4K | 0.07% | 131 |
|
|
2019
Q1 | $243K | Hold |
1,873
| – | – | 0.08% | 130 |
|
|
2018
Q4 | $217K | Sell |
1,873
-15
| -0.8% | -$1.74K | 0.08% | 131 |
|
|
2018
Q3 | $203K | Sell |
1,888
-173
| -8% | -$18.6K | 0.07% | 145 |
|
|
2018
Q2 | $176K | Sell |
2,061
-70
| -3% | -$5.98K | 0.09% | 174 |
|
|
2018
Q1 | $165K | Sell |
2,131
-20
| -0.9% | -$1.55K | 0.09% | 169 |
|
|
2017
Q4 | $182K | Buy |
2,151
+19
| +0.9% | +$1.61K | 0.1% | 151 |
|
|
2017
Q3 | $182K | Sell |
2,132
-29
| -1% | -$2.48K | 0.11% | 141 |
|
|
2017
Q2 | $178K | Buy |
2,161
+88
| +4% | +$7.25K | 0.11% | 133 |
|
|
2017
Q1 | $174K | Sell |
2,073
-27
| -1% | -$2.27K | 0.1% | 139 |
|
|
2016
Q4 | $154K | Buy |
2,100
+15
| +0.7% | +$1.1K | 0.1% | 155 |
|
|
2016
Q3 | $167K | Sell |
2,085
-603
| -22% | -$48.3K | 0.11% | 138 |
|
|
2016
Q2 | $212K | Sell |
2,688
-102
| -4% | -$8.05K | 0.15% | 115 |
|
|
2016
Q1 | $201K | Sell |
2,790
-422
| -13% | -$30.4K | 0.15% | 108 |
|
|
2015
Q4 | $271K | Sell |
3,212
-139
| -4% | -$11.7K | 0.2% | 84 |
|
|
2015
Q3 | $280K | Buy |
3,351
+509
| +18% | +$42.5K | 0.22% | 83 |
|
|
2015
Q2 | $237K | Sell |
2,842
-149
| -5% | -$12.4K | 0.17% | 101 |
|
|
2015
Q1 | $217K | Sell |
2,991
-32
| -1% | -$2.32K | 0.15% | 106 |
|
|
2014
Q4 | $209K | Sell |
3,023
-350
| -10% | -$24.2K | 0.15% | 100 |
|
|
2014
Q3 | $219K | Buy |
3,373
+320
| +10% | +$20.8K | 0.19% | 89 |
|
|
2014
Q2 | $190K | Buy |
3,053
+1,165
| +62% | +$72.5K | 0.17% | 92 |
|
|
2014
Q1 | $111K | Sell |
1,888
-3,461
| -65% | -$203K | 0.12% | 108 |
|
|
2013
Q4 | $273K | Buy |
5,349
+2,621
| +96% | +$134K | 0.15% | 74 |
|
|
2013
Q3 | $137K | Buy |
2,728
+721
| +36% | +$36.2K | 0.08% | 89 |
|
|
2013
Q2 | $99K | Buy |
+2,007
| New | +$99K | 0.07% | 104 |
|