Prio Wealth Limited Partnership’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.14M Buy
2,411
+11
+0.5% +$9.75K 0.06% 112
2024
Q2
$2.17M Sell
2,400
-347
-13% -$314K 0.06% 112
2024
Q1
$2.14M Buy
2,747
+429
+19% +$334K 0.06% 116
2023
Q4
$1.35M Hold
2,318
0.05% 129
2023
Q3
$1.25M Sell
2,318
-34
-1% -$18.3K 0.05% 130
2023
Q2
$1.1M Buy
2,352
+170
+8% +$79.7K 0.04% 137
2023
Q1
$749K Sell
2,182
-346
-14% -$119K 0.03% 154
2022
Q4
$925K Sell
2,528
-118
-4% -$43.2K 0.04% 142
2022
Q3
$856K Buy
2,646
+109
+4% +$35.2K 0.04% 142
2022
Q2
$823K Sell
2,537
-125
-5% -$40.5K 0.03% 151
2022
Q1
$762K Sell
2,662
-9
-0.3% -$2.58K 0.03% 159
2021
Q4
$738K Sell
2,671
-107
-4% -$29.6K 0.02% 165
2021
Q3
$642K Sell
2,778
-30
-1% -$6.93K 0.02% 172
2021
Q2
$644K Sell
2,808
-134
-5% -$30.7K 0.02% 168
2021
Q1
$550K Sell
2,942
-723
-20% -$135K 0.02% 175
2020
Q4
$619K Buy
3,665
+134
+4% +$22.6K 0.02% 166
2020
Q3
$523K Sell
3,531
-250
-7% -$37K 0.02% 167
2020
Q2
$621K Sell
3,781
-800
-17% -$131K 0.03% 157
2020
Q1
$635K Sell
4,581
-350
-7% -$48.5K 0.04% 143
2019
Q4
$648K Buy
4,931
+326
+7% +$42.8K 0.03% 158
2019
Q3
$515K Sell
4,605
-346
-7% -$38.7K 0.02% 173
2019
Q2
$548K Sell
4,951
-25
-0.5% -$2.77K 0.03% 165
2019
Q1
$645K Sell
4,976
-265
-5% -$34.4K 0.03% 157
2018
Q4
$606K Hold
5,241
0.03% 152
2018
Q3
$562K Buy
5,241
+18
+0.3% +$1.93K 0.03% 167
2018
Q2
$445K Buy
5,223
+7
+0.1% +$596 0.02% 173
2018
Q1
$403K Buy
5,216
+500
+11% +$38.6K 0.02% 178
2017
Q4
$398K Hold
4,716
0.02% 184
2017
Q3
$403K Buy
4,716
+100
+2% +$8.55K 0.02% 181
2017
Q2
$379K Hold
4,616
0.02% 184
2017
Q1
$388K Sell
4,616
-100
-2% -$8.41K 0.02% 184
2016
Q4
$346K Hold
4,716
0.02% 192
2016
Q3
$378K Hold
4,716
0.02% 196
2016
Q2
$371K Hold
4,716
0.02% 186
2016
Q1
$339K Sell
4,716
-100
-2% -$7.19K 0.02% 199
2015
Q4
$405K Hold
4,816
0.02% 187
2015
Q3
$403K Buy
4,816
+800
+20% +$66.9K 0.02% 185
2015
Q2
$335K Hold
4,016
0.02% 208
2015
Q1
$291K Hold
4,016
0.01% 218
2014
Q4
$277K Sell
4,016
-1,463
-27% -$101K 0.01% 221
2014
Q3
$355K Hold
5,479
0.02% 198
2014
Q2
$340K Hold
5,479
0.02% 204
2014
Q1
$322K Sell
5,479
-1,200
-18% -$70.5K 0.02% 208
2013
Q4
$340K Hold
6,679
0.02% 202
2013
Q3
$336K Hold
6,679
0.02% 202
2013
Q2
$328K Buy
+6,679
New +$328K 0.02% 196