Private 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 | $4.39M | Buy |
5,637
+250
| +5% | +$195K | 0.34% | 46 |
|
|
2025
Q1 | $4.45M | Buy |
5,387
+358
| +7% | +$296K | 0.37% | 48 |
|
|
2024
Q4 | $3.88M | Sell |
5,029
-386
| -7% | -$298K | 0.3% | 52 |
|
|
2024
Q3 | $4.8M | Buy |
5,415
+955
| +21% | +$846K | 0.38% | 44 |
|
|
2024
Q2 | $4.04M | Buy |
4,460
+580
| +15% | +$525K | 0.3% | 44 |
|
|
2024
Q1 | $3.02M | Sell |
3,880
-850
| -18% | -$661K | 0.24% | 50 |
|
|
2023
Q4 | $2.76M | Buy |
4,730
+1,145
| +32% | +$667K | 0.23% | 48 |
|
|
2023
Q3 | $1.93M | Buy |
3,585
+1,140
| +47% | +$612K | 0.18% | 53 |
|
|
2023
Q2 | $1.15M | Sell |
2,445
-12
| -0.5% | -$5.63K | 0.11% | 70 |
|
|
2023
Q1 | $844K | Buy |
+2,457
| New | +$844K | 0.08% | 90 |
|
|
2021
Q1 | – | Sell |
-1,569
| Closed | -$265K | – | 93 |
|
|
2020
Q4 | $265K | Sell |
1,569
-500
| -24% | -$84.4K | 0.03% | 103 |
|
|
2020
Q3 | $306K | Hold |
2,069
| – | – | 0.04% | 92 |
|
|
2020
Q2 | $340K | Hold |
2,069
| – | – | 0.05% | 88 |
|
|
2020
Q1 | $287K | Hold |
2,069
| – | – | 0.05% | 99 |
|
|
2019
Q4 | $272K | Hold |
2,069
| – | – | 0.04% | 108 |
|
|
2019
Q3 | $231K | Buy |
+2,069
| New | +$231K | 0.04% | 112 |
|
|
2019
Q2 | – | Sell |
-1,750
| Closed | -$227K | – | 126 |
|
|
2019
Q1 | $227K | Sell |
1,750
-900
| -34% | -$117K | 0.04% | 112 |
|
|
2018
Q4 | $307K | Sell |
2,650
-93
| -3% | -$10.8K | 0.06% | 81 |
|
|
2018
Q3 | $294K | Buy |
2,743
+93
| +4% | +$9.97K | 0.04% | 103 |
|
|
2018
Q2 | $226K | Hold |
2,650
| – | – | 0.04% | 110 |
|
|
2018
Q1 | $205K | Sell |
2,650
-2,800
| -51% | -$217K | 0.04% | 121 |
|
|
2017
Q4 | $460K | Hold |
5,450
| – | – | 0.09% | 94 |
|
|
2017
Q3 | $466K | Sell |
5,450
-300
| -5% | -$25.7K | 0.09% | 93 |
|
|
2017
Q2 | $473K | Hold |
5,750
| – | – | 0.1% | 84 |
|
|
2017
Q1 | $484K | Sell |
5,750
-2,325
| -29% | -$196K | 0.11% | 81 |
|
|
2016
Q4 | $594K | Sell |
8,075
-100
| -1% | -$7.36K | 0.14% | 75 |
|
|
2016
Q3 | $656K | Sell |
8,175
-1,000
| -11% | -$80.2K | 0.16% | 75 |
|
|
2016
Q2 | $723K | Hold |
9,175
| – | – | 0.17% | 76 |
|
|
2016
Q1 | $661K | Sell |
9,175
-3,825
| -29% | -$276K | 0.16% | 81 |
|
|
2015
Q4 | $1.1M | Buy |
13,000
+7,000
| +117% | +$590K | 0.26% | 73 |
|
|
2015
Q3 | $502K | Buy |
6,000
+600
| +11% | +$50.2K | 0.13% | 100 |
|
|
2015
Q2 | $451K | Hold |
5,400
| – | – | 0.1% | 104 |
|
|
2015
Q1 | $392K | Sell |
5,400
-250
| -4% | -$18.1K | 0.09% | 115 |
|
|
2014
Q4 | $390K | Hold |
5,650
| – | – | 0.09% | 117 |
|
|
2014
Q3 | $366K | Buy |
5,650
+1,000
| +22% | +$64.8K | 0.08% | 134 |
|
|
2014
Q2 | $289K | Sell |
4,650
-800
| -15% | -$49.7K | 0.06% | 135 |
|
|
2014
Q1 | $321K | Hold |
5,450
| – | – | 0.08% | 129 |
|
|
2013
Q4 | $278K | Hold |
5,450
| – | – | 0.06% | 151 |
|
|
2013
Q3 | $274K | Hold |
5,450
| – | – | 0.06% | 150 |
|
|
2013
Q2 | $268K | Buy |
+5,450
| New | +$268K | 0.07% | 150 |
|