Principle Wealth Partners’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 | $5.27M | Buy |
6,755
+139
| +2% | +$108K | 0.33% | 66 |
|
|
2025
Q1 | $5.47M | Buy |
6,616
+73
| +1% | +$60.3K | 0.39% | 61 |
|
|
2024
Q4 | $5.05M | Sell |
6,543
-34
| -0.5% | -$26.3K | 0.35% | 63 |
|
|
2024
Q3 | $5.83M | Sell |
6,577
-36
| -0.5% | -$31.9K | 0.41% | 56 |
|
|
2024
Q2 | $5.99M | Buy |
6,613
+104
| +2% | +$94.2K | 0.46% | 51 |
|
|
2024
Q1 | $5.06M | Buy |
6,509
+87
| +1% | +$67.7K | 0.4% | 64 |
|
|
2023
Q4 | $3.74M | Buy |
6,422
+620
| +11% | +$361K | 0.32% | 78 |
|
|
2023
Q3 | $3.12M | Buy |
5,802
+161
| +3% | +$86.5K | 0.31% | 77 |
|
|
2023
Q2 | $2.65M | Buy |
5,641
+39
| +0.7% | +$18.3K | 0.27% | 85 |
|
|
2023
Q1 | $1.92M | Buy |
5,602
+2,205
| +65% | +$757K | 0.21% | 99 |
|
|
2022
Q4 | $1.24M | Buy |
3,397
+150
| +5% | +$54.9K | 0.14% | 115 |
|
|
2022
Q3 | $1.05K | Hold |
3,247
| – | – | 0.1% | 115 |
|
|
2022
Q2 | $1.05M | Hold |
3,247
| – | – | 0.13% | 125 |
|
|
2022
Q1 | $930K | Hold |
3,247
| – | – | 0.1% | 145 |
|
|
2021
Q4 | $897K | Buy |
3,247
+2
| +0.1% | +$553 | 0.09% | 145 |
|
|
2021
Q3 | $750K | Hold |
3,245
| – | – | 0.09% | 155 |
|
|
2021
Q2 | $745K | Sell |
3,245
-1,200
| -27% | -$276K | 0.08% | 155 |
|
|
2021
Q1 | $830K | Hold |
4,445
| – | – | 0.1% | 139 |
|
|
2020
Q4 | $750K | Buy |
4,445
+2,520
| +131% | +$425K | 0.1% | 140 |
|
|
2020
Q3 | $285K | Hold |
1,925
| – | – | 0.08% | 126 |
|
|
2020
Q2 | $316K | Hold |
1,925
| – | – | 0.09% | 112 |
|
|
2020
Q1 | $267K | Hold |
1,925
| – | – | 0.1% | 115 |
|
|
2019
Q4 | $253K | Sell |
1,925
-535
| -22% | -$70.3K | 0.08% | 145 |
|
|
2019
Q3 | $275K | Buy |
+2,460
| New | +$275K | 0.1% | 133 |
|
|
2019
Q2 | – | Sell |
-1,735
| Closed | -$225K | – | 142 |
|
|
2019
Q1 | $225K | Sell |
1,735
-225
| -11% | -$29.2K | 0.13% | 117 |
|
|
2018
Q4 | $227K | Buy |
+1,960
| New | +$227K | 0.19% | 100 |
|