Smith Salley Wealth Management’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
$1.33M Buy
1,701
+67
+4% +$52.2K 0.08% 132
2025
Q1
$1.35M Buy
1,634
+29
+2% +$24K 0.09% 124
2024
Q4
$1.24M Sell
1,605
-26
-2% -$20.1K 0.08% 136
2024
Q3
$1.45M Buy
1,631
+72
+5% +$63.8K 0.09% 119
2024
Q2
$1.41M Buy
1,559
+267
+21% +$242K 0.1% 116
2024
Q1
$1.01M Sell
1,292
-1,887
-59% -$1.47M 0.08% 128
2023
Q4
$1.85M Buy
3,179
+26
+0.8% +$15.2K 0.12% 112
2023
Q3
$1.69M Sell
3,153
-87
-3% -$46.7K 0.13% 107
2023
Q2
$1.52M Sell
3,240
-757
-19% -$355K 0.11% 114
2023
Q1
$1.37M Sell
3,997
-77
-2% -$26.4K 0.11% 115
2022
Q4
$1.49M Buy
4,074
+1
+0% +$366 0.13% 112
2022
Q3
$1.32M Buy
4,073
+31
+0.8% +$10K 0.12% 115
2022
Q2
$1.31M Sell
4,042
-102
-2% -$33.1K 0.11% 120
2022
Q1
$1.19M Sell
4,144
-392
-9% -$112K 0.09% 134
2021
Q4
$1.25M Sell
4,536
-227
-5% -$62.7K 0.09% 135
2021
Q3
$1.1M Sell
4,763
-85
-2% -$19.6K 0.09% 136
2021
Q2
$1.11M Sell
4,848
-96
-2% -$22K 0.09% 134
2021
Q1
$924K Buy
4,944
+811
+20% +$152K 0.08% 132
2020
Q4
$698K Sell
4,133
-37
-0.9% -$6.25K 0.07% 135
2020
Q3
$617K Sell
4,170
-49
-1% -$7.25K 0.07% 117
2020
Q2
$693K Sell
4,219
-183
-4% -$30.1K 0.09% 112
2020
Q1
$611K Buy
4,402
+204
+5% +$28.3K 0.1% 112
2019
Q4
$551K Buy
4,198
+220
+6% +$28.9K 0.07% 121
2019
Q3
$445K Sell
3,978
-371
-9% -$41.5K 0.06% 132
2019
Q2
$482K Hold
4,349
0.07% 125
2019
Q1
$564K Sell
4,349
-39
-0.9% -$5.06K 0.09% 115
2018
Q4
$508K Hold
4,388
0.09% 111
2018
Q3
$471K Sell
4,388
-1,054
-19% -$113K 0.07% 123
2018
Q2
$465K Buy
5,442
+19
+0.4% +$1.62K 0.08% 119
2018
Q1
$420K Sell
5,423
-661
-11% -$51.2K 0.08% 118
2017
Q4
$513K Sell
6,084
-530
-8% -$44.7K 0.09% 117
2017
Q3
$566K Sell
6,614
-410
-6% -$35.1K 0.11% 110
2017
Q2
$578K Sell
7,024
-23
-0.3% -$1.89K 0.12% 111
2017
Q1
$593K Sell
7,047
-35
-0.5% -$2.95K 0.12% 107
2016
Q4
$520K Sell
7,082
-270
-4% -$19.8K 0.11% 109
2016
Q3
$590K Sell
7,352
-689
-9% -$55.3K 0.13% 105
2016
Q2
$634K Sell
8,041
-1,183
-13% -$93.3K 0.15% 106
2016
Q1
$664K Sell
9,224
-243
-3% -$17.5K 0.17% 103
2015
Q4
$798K Sell
9,467
-250
-3% -$21.1K 0.2% 101
2015
Q3
$812K Sell
9,717
-100
-1% -$8.36K 0.22% 97
2015
Q2
$819K Sell
9,817
-421
-4% -$35.1K 0.21% 102
2015
Q1
$744K Sell
10,238
-9,657
-49% -$702K 0.19% 109
2014
Q4
$1.37M Sell
19,895
-1,513
-7% -$104K 0.36% 80
2014
Q3
$1.39M Buy
21,408
+6,162
+40% +$400K 0.37% 86
2014
Q2
$949K Buy
+15,246
New +$949K 0.25% 104