River 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
Q2 | $8.66M | Buy |
11,103
+1,148
| +12% | +$895K | 1.08% | 24 |
|
2025
Q1 | $8.22M | Buy |
9,955
+392
| +4% | +$324K | 1.14% | 22 |
|
2024
Q4 | $7.38M | Buy |
9,563
+1,269
| +15% | +$980K | 0.98% | 26 |
|
2024
Q3 | $7.35M | Buy |
8,294
+714
| +9% | +$633K | 0.98% | 26 |
|
2024
Q2 | $6.86M | Buy |
7,580
+2,003
| +36% | +$1.81M | 0.98% | 27 |
|
2024
Q1 | $4.34M | Buy |
5,577
+3,859
| +225% | +$3M | 0.63% | 43 |
|
2023
Q4 | $1M | Buy |
1,718
+835
| +95% | +$487K | 0.16% | 109 |
|
2023
Q3 | $474K | Buy |
883
+6
| +0.7% | +$3.22K | 0.08% | 141 |
|
2023
Q2 | $411K | Buy |
877
+1
| +0.1% | +$469 | 0.07% | 158 |
|
2023
Q1 | $301K | Buy |
876
+129
| +17% | +$44.3K | 0.05% | 175 |
|
2022
Q4 | $273K | Buy |
+747
| New | +$273K | 0.05% | 183 |
|
2019
Q1 | – | Sell |
-599
| Closed | -$69K | – | 347 |
|
2018
Q4 | $69K | Sell |
599
-574
| -49% | -$66.1K | 0.03% | 214 |
|
2018
Q3 | $126K | Sell |
1,173
-362
| -24% | -$38.9K | 0.05% | 190 |
|
2018
Q2 | $131K | Buy |
+1,535
| New | +$131K | 0.05% | 184 |
|
2018
Q1 | – | Sell |
-2,599
| Closed | -$220K | – | 165 |
|
2017
Q4 | $220K | Sell |
2,599
-530
| -17% | -$44.9K | 0.09% | 156 |
|
2017
Q3 | $268K | Sell |
3,129
-176
| -5% | -$15.1K | 0.12% | 138 |
|
2017
Q2 | $272K | Buy |
3,305
+279
| +9% | +$23K | 0.13% | 139 |
|
2017
Q1 | $255K | Sell |
3,026
-593
| -16% | -$50K | 0.12% | 140 |
|
2016
Q4 | $266K | Sell |
3,619
-171
| -5% | -$12.6K | 0.13% | 138 |
|
2016
Q3 | $304K | Sell |
3,790
-266
| -7% | -$21.3K | 0.17% | 129 |
|
2016
Q2 | $319K | Buy |
4,056
+4
| +0.1% | +$315 | 0.18% | 130 |
|
2016
Q1 | $292K | Buy |
4,052
+611
| +18% | +$44K | 0.17% | 132 |
|
2015
Q4 | $290K | Sell |
3,441
-217
| -6% | -$18.3K | 0.18% | 129 |
|
2015
Q3 | $306K | Buy |
3,658
+186
| +5% | +$15.6K | 0.21% | 116 |
|
2015
Q2 | $290K | Sell |
3,472
-158
| -4% | -$13.2K | 0.18% | 119 |
|
2015
Q1 | $264K | Buy |
+3,630
| New | +$264K | 0.16% | 129 |
|