Regent Peak Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.2M | Buy |
2,666
+104
| +4% | +$85.9K | 0.52% | 27 |
|
|
2024
Q4 | $1.98M | Sell |
2,562
-17
| -0.7% | -$13.1K | 0.44% | 29 |
|
|
2024
Q3 | $2.28M | Sell |
2,579
-15
| -0.6% | -$13.3K | 0.52% | 43 |
|
|
2024
Q2 | $2.35M | Buy |
2,594
+54
| +2% | +$48.9K | 0.54% | 43 |
|
|
2024
Q1 | $1.98M | Sell |
2,540
-100
| -4% | -$77.8K | 0.5% | 47 |
|
|
2023
Q4 | $1.54M | Sell |
2,640
-31
| -1% | -$18.1K | 0.42% | 48 |
|
|
2023
Q3 | $1.43M | Buy |
2,671
+444
| +20% | +$239K | 0.44% | 50 |
|
|
2023
Q2 | $1.04M | Sell |
2,227
-10
| -0.4% | -$4.69K | 0.3% | 55 |
|
|
2023
Q1 | $768K | Sell |
2,237
-43
| -2% | -$14.8K | 0.24% | 64 |
|
|
2022
Q4 | $834K | Sell |
2,280
-447
| -16% | -$164K | 0.27% | 61 |
|
|
2022
Q3 | $881K | Sell |
2,727
-5,777
| -68% | -$1.87M | 0.31% | 59 |
|
|
2022
Q2 | $2.76M | Sell |
8,504
-727
| -8% | -$236K | 0.9% | 23 |
|
|
2022
Q1 | $2.64M | Buy |
9,231
+105
| +1% | +$30.1K | 0.76% | 27 |
|
|
2021
Q4 | $2.52M | Sell |
9,126
-984
| -10% | -$272K | 0.69% | 27 |
|
|
2021
Q3 | $2.34M | Sell |
10,110
-120
| -1% | -$27.7K | 0.67% | 29 |
|
|
2021
Q2 | $2.49M | Buy |
10,230
+528
| +5% | +$129K | 0.7% | 29 |
|
|
2021
Q1 | $1.81M | Sell |
9,702
-434
| -4% | -$81.1K | 0.6% | 40 |
|
|
2020
Q4 | $1.71M | Buy |
10,136
+156
| +2% | +$26.3K | 0.57% | 37 |
|
|
2020
Q3 | $1.48M | Buy |
9,980
+631
| +7% | +$93.4K | 0.63% | 36 |
|
|
2020
Q2 | $1.54M | Sell |
9,349
-41
| -0.4% | -$6.73K | 0.7% | 28 |
|
|
2020
Q1 | $1.3M | Buy |
9,390
+728
| +8% | +$101K | 0.72% | 29 |
|
|
2019
Q4 | $1.14M | Buy |
+8,662
| New | +$1.14M | 0.52% | 40 |
|