Regent Peak Wealth Advisors’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.03M Buy
2025
Q1
$2.2M Buy
2024
Q4
$1.98M Sell
2024
Q3
$2.28M Sell
2024
Q2
$2.35M Buy
2024
Q1
$1.98M Sell
2023
Q4
$1.54M Sell
2023
Q3
$1.43M Buy
2023
Q2
$1.04M Sell
2023
Q1
$768K Sell
2022
Q4
$834K Sell
2022
Q3
$881K Sell
2022
Q2
$2.76M Sell
2022
Q1
$2.64M Buy
2021
Q4
$2.52M Sell
2021
Q3
$2.34M Sell
2021
Q2
$2.49M Buy
2021
Q1
$1.81M Sell
2020
Q4
$1.71M Buy
2020
Q3
$1.48M Buy
2020
Q2
$1.53M Sell
2020
Q1
$1.3M Buy
2019
Q4
$1.14M Buy