Roundview Capital’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 | $4.4M | Buy |
5,650
+933
| +20% | +$727K | 0.29% | 78 |
|
2025
Q1 | $3.9M | Buy |
4,717
+309
| +7% | +$255K | 0.28% | 84 |
|
2024
Q4 | $3.4M | Buy |
4,408
+963
| +28% | +$743K | 0.24% | 97 |
|
2024
Q3 | $3.05M | Buy |
3,445
+91
| +3% | +$80.6K | 0.22% | 98 |
|
2024
Q2 | $3.04M | Buy |
3,354
+184
| +6% | +$167K | 0.24% | 97 |
|
2024
Q1 | $2.47M | Buy |
3,170
+337
| +12% | +$262K | 0.2% | 114 |
|
2023
Q4 | $1.65M | Buy |
2,833
+505
| +22% | +$294K | 0.15% | 138 |
|
2023
Q3 | $1.25M | Buy |
2,328
+41
| +2% | +$22K | 0.13% | 160 |
|
2023
Q2 | $1.07M | Sell |
2,287
-80
| -3% | -$37.5K | 0.1% | 184 |
|
2023
Q1 | $813K | Sell |
2,367
-397
| -14% | -$136K | 0.09% | 207 |
|
2022
Q4 | $1.01M | Buy |
2,764
+163
| +6% | +$59.6K | 0.12% | 178 |
|
2022
Q3 | $841K | Buy |
2,601
+327
| +14% | +$106K | 0.11% | 177 |
|
2022
Q2 | $737K | Buy |
2,274
+218
| +11% | +$70.7K | 0.09% | 197 |
|
2022
Q1 | $589K | Buy |
2,056
+53
| +3% | +$15.2K | 0.06% | 217 |
|
2021
Q4 | $553K | Hold |
2,003
| – | – | 0.06% | 227 |
|
2021
Q3 | $463K | Buy |
2,003
+400
| +25% | +$92.5K | 0.05% | 234 |
|
2021
Q2 | $368K | Hold |
1,603
| – | – | 0.04% | 239 |
|
2021
Q1 | $299K | Buy |
1,603
+300
| +23% | +$56K | 0.04% | 244 |
|
2020
Q4 | $220K | Buy |
+1,303
| New | +$220K | 0.03% | 237 |
|
2020
Q3 | – | Sell |
-1,287
| Closed | -$211K | – | 242 |
|
2020
Q2 | $211K | Buy |
+1,287
| New | +$211K | 0.04% | 230 |
|
2020
Q1 | – | Sell |
-7,548
| Closed | -$992K | – | 226 |
|
2019
Q4 | $992K | Buy |
7,548
+2,330
| +45% | +$306K | 0.19% | 139 |
|
2019
Q3 | $584K | Hold |
5,218
| – | – | 0.13% | 170 |
|
2019
Q2 | $578K | Sell |
5,218
-450
| -8% | -$49.8K | 0.13% | 164 |
|
2019
Q1 | $735K | Sell |
5,668
-235
| -4% | -$30.5K | 0.17% | 143 |
|
2018
Q4 | $683K | Buy |
5,903
+401
| +7% | +$46.4K | 0.19% | 132 |
|
2018
Q3 | $590K | Hold |
5,502
| – | – | 0.15% | 154 |
|
2018
Q2 | $469K | Buy |
+5,502
| New | +$469K | 0.12% | 169 |
|