Roberts, Glore & Co’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
$484K Hold
621
0.14% 132
2025
Q1
$513K Buy
621
+13
+2% +$10.7K 0.16% 123
2024
Q4
$469K Sell
608
-5
-0.8% -$3.86K 0.14% 126
2024
Q3
$543K Sell
613
-2
-0.3% -$1.77K 0.16% 121
2024
Q2
$557K Sell
615
-10
-2% -$9.05K 0.17% 116
2024
Q1
$486K Sell
625
-2
-0.3% -$1.56K 0.15% 120
2023
Q4
$365K Buy
627
+30
+5% +$17.5K 0.11% 136
2023
Q3
$321K Buy
597
+25
+4% +$13.4K 0.11% 148
2023
Q2
$268K Sell
572
-20
-3% -$9.38K 0.09% 170
2023
Q1
$203K Buy
+592
New +$203K 0.07% 194
2022
Q1
Sell
-735
Closed -$203K 208
2021
Q4
$203K Buy
+735
New +$203K 0.05% 202