Simon Quick 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 | $7.81M | Buy |
10,018
+3,910
| +64% | +$3.05M | 0.31% | 52 |
|
|
2025
Q1 | $5.04M | Buy |
6,108
+1,204
| +25% | +$994K | 0.29% | 40 |
|
|
2024
Q4 | $3.79M | Buy |
4,904
+123
| +3% | +$94.9K | 0.23% | 46 |
|
|
2024
Q3 | $4.24M | Buy |
4,781
+675
| +16% | +$598K | 0.27% | 43 |
|
|
2024
Q2 | $3.72M | Sell |
4,106
-158
| -4% | -$143K | 0.26% | 45 |
|
|
2024
Q1 | $3.32M | Buy |
4,264
+1,337
| +46% | +$1.04M | 0.25% | 52 |
|
|
2023
Q4 | $1.71M | Buy |
2,927
+278
| +10% | +$162K | 0.15% | 82 |
|
|
2023
Q3 | $1.42M | Buy |
2,649
+775
| +41% | +$416K | 0.13% | 87 |
|
|
2023
Q2 | $879K | Buy |
1,874
+215
| +13% | +$101K | 0.08% | 111 |
|
|
2023
Q1 | $570K | Buy |
1,659
+807
| +95% | +$277K | 0.06% | 141 |
|
|
2022
Q4 | $312K | Buy |
+852
| New | +$312K | 0.04% | 172 |
|
|
2022
Q2 | – | Sell |
-353
| Closed | -$101K | – | 300 |
|
|
2022
Q1 | $101K | Buy |
353
+7
| +2% | +$2K | 0.03% | 144 |
|
|
2021
Q4 | $96K | Buy |
346
+68
| +24% | +$18.9K | 0.03% | 164 |
|
|
2021
Q3 | $64K | Buy |
278
+33
| +13% | +$7.6K | 0.02% | 218 |
|
|
2021
Q2 | $56K | Sell |
245
-1
| -0.4% | -$229 | 0.01% | 228 |
|
|
2021
Q1 | $45K | Sell |
246
-299
| -55% | -$54.7K | 0.01% | 275 |
|
|
2020
Q4 | $92K | Buy |
545
+302
| +124% | +$51K | 0.03% | 149 |
|
|
2020
Q3 | $36K | Sell |
243
-39
| -14% | -$5.78K | 0.01% | 234 |
|
|
2020
Q2 | $46K | Hold |
282
| – | – | 0.02% | 198 |
|
|
2020
Q1 | $39K | Sell |
282
-56
| -17% | -$7.75K | 0.01% | 217 |
|
|
2019
Q4 | $44K | Buy |
338
+300
| +789% | +$39.1K | 0.02% | 242 |
|
|
2019
Q3 | $4K | Sell |
38
-97
| -72% | -$10.2K | ﹤0.01% | 319 |
|
|
2019
Q2 | $15K | Buy |
+135
| New | +$15K | 0.01% | 199 |
|
|
2018
Q2 | – | Sell |
-57
| Closed | -$4K | – | 367 |
|
|
2018
Q1 | $4K | Buy |
57
+1
| +2% | +$70 | ﹤0.01% | 270 |
|
|
2017
Q4 | $5K | Sell |
56
-3,159
| -98% | -$282K | ﹤0.01% | 366 |
|
|
2017
Q3 | $275K | Sell |
3,215
-1
| -0% | -$86 | 0.1% | 90 |
|
|
2017
Q2 | $265K | Sell |
3,216
-28
| -0.9% | -$2.31K | 0.15% | 55 |
|
|
2017
Q1 | $273K | Buy |
+3,244
| New | +$273K | 0.16% | 66 |
|