Schubert & 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
Sell
-256
Closed -$211K 77
2025
Q1
$211K Buy
+256
New +$211K 0.14% 62
2023
Q2
Sell
-128
Closed -$44K 858
2023
Q1
$44K Sell
128
-32
-20% -$11K 0.04% 77
2022
Q4
$58.5K Buy
160
+16
+11% +$5.85K 0.05% 61
2022
Q3
$47K Buy
144
+28
+24% +$9.14K 0.04% 67
2022
Q2
$38K Buy
116
+62
+115% +$20.3K 0.04% 79
2022
Q1
$15K Buy
54
+9
+20% +$2.5K 0.02% 93
2021
Q4
$12K Buy
+45
New +$12K 0.01% 88