ProVise Management Group’s Eli Lilly LLY Stock Holding History

ProVise Management Group’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$759K	Buy	974 +6	+0.6%	+$4.68K	0.06%	144
2025 Q1	$799K	Sell	968 -124	-11%	-$102K	0.07%	140
2024 Q4	$843K	Buy	1,092 +2	+0.2%	+$1.54K	0.07%	137
2024 Q3	$966K	Buy	1,090 +43	+4%	+$38.1K	0.08%	153
2024 Q2	$948K	Sell	1,047 -103	-9%	-$93.2K	0.08%	148
2024 Q1	$895K	Sell	1,150 -338	-23%	-$263K	0.08%	150
2023 Q4	$867K	Buy	1,488 +70	+5%	+$40.8K	0.07%	182
2023 Q3	$762K	Sell	1,418 -2,363	-62%	-$1.27M	0.07%	190
2023 Q2	$1.77M	Buy	3,781 +2,458	+186%	+$1.15M	0.16%	133
2023 Q1	$455K	Sell	1,323 -283	-18%	-$97.2K	0.04%	235
2022 Q4	$588K	Buy	1,606 +881	+122%	+$322K	0.06%	196
2022 Q3	$235K	Sell	725 -91	-11%	-$29.5K	0.03%	275
2022 Q2	$265K	Sell	816 -40	-5%	-$13K	0.03%	276
2022 Q1	$245K	Buy	856 +78	+10%	+$22.3K	0.02%	319
2021 Q4	$215K	Buy	+778	New	+$215K	0.02%	362
2021 Q3	–	Sell	-999	Closed	-$229K	–	395
2021 Q2	$229K	Buy	+999	New	+$229K	0.02%	352
2020 Q4	–	Sell	-2,744	Closed	-$406K	–	347
2020 Q3	$406K	Buy	2,744 +922	+51%	+$136K	0.05%	208
2020 Q2	$299K	Buy	+1,822	New	+$299K	0.04%	230
2019 Q1	–	Sell	-4,062	Closed	-$470K	–	313
2018 Q4	$470K	Hold	4,062	–	–	0.07%	199
2018 Q3	$436K	Hold	4,062	–	–	0.06%	227
2018 Q2	$347	Sell	4,062 -200	-5%	-$17	0.03%	253
2018 Q1	$330K	Hold	4,262	–	–	0.05%	237
2017 Q4	$360K	Hold	4,262	–	–	0.05%	241
2017 Q3	$364K	Sell	4,262 -200	-4%	-$17.1K	0.05%	239
2017 Q2	$367K	Buy	+4,462	New	+$367K	0.06%	245
2016 Q4	–	Sell	-2,750	Closed	-$221K	–	338
2016 Q3	$221K	Buy	+2,750	New	+$221K	0.04%	299
2015 Q4	–	Sell	-4,577	Closed	-$383K	–	297
2015 Q3	$383K	Buy	4,577 +1,500	+49%	+$126K	0.09%	188
2015 Q2	$256K	Hold	3,077	–	–	0.05%	255
2015 Q1	$224K	Hold	3,077	–	–	0.05%	276
2014 Q4	$212K	Sell	3,077 -45	-1%	-$3.1K	0.05%	272
2014 Q3	$203K	Sell	3,122 -400	-11%	-$26K	0.04%	283
2014 Q2	$219K	Hold	3,522	–	–	0.05%	285
2014 Q1	$207K	Buy	+3,522	New	+$207K	0.05%	281