Strategic Wealth Partners’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 | $13.7M | Buy |
+17,618
| New | +$13.7M | 1.08% | 21 |
|
|
2024
Q4 | $12.5M | Buy |
14,301
+2,359
| +20% | +$2.06M | 1.03% | 25 |
|
|
2024
Q3 | $10.6M | Buy |
11,942
+455
| +4% | +$403K | 1.02% | 22 |
|
|
2024
Q2 | $10.4M | Buy |
11,487
+774
| +7% | +$701K | 1.09% | 19 |
|
|
2024
Q1 | $8.33M | Buy |
10,713
+982
| +10% | +$764K | 0.91% | 26 |
|
|
2023
Q4 | $5.67M | Sell |
9,731
-943
| -9% | -$550K | 0.7% | 44 |
|
|
2023
Q3 | $5.73M | Buy |
10,674
+583
| +6% | +$313K | 0.76% | 30 |
|
|
2023
Q2 | $4.73M | Sell |
10,091
-319
| -3% | -$150K | 0.61% | 36 |
|
|
2023
Q1 | $3.58M | Buy |
10,410
+452
| +5% | +$155K | 0.55% | 49 |
|
|
2022
Q4 | $3.64M | Buy |
9,958
+1,956
| +24% | +$716K | 0.68% | 38 |
|
|
2022
Q3 | $2.59M | Buy |
8,002
+409
| +5% | +$132K | 0.55% | 55 |
|
|
2022
Q2 | $2.46M | Sell |
7,593
-2,076
| -21% | -$673K | 0.53% | 62 |
|
|
2022
Q1 | $2.77M | Buy |
9,669
+2,171
| +29% | +$622K | 0.54% | 57 |
|
|
2021
Q4 | $2.07M | Buy |
7,498
+358
| +5% | +$98.9K | 0.39% | 82 |
|
|
2021
Q3 | $1.65M | Buy |
7,140
+513
| +8% | +$119K | 0.48% | 52 |
|
|
2021
Q2 | $1.52M | Buy |
6,627
+2,035
| +44% | +$467K | 0.5% | 48 |
|
|
2021
Q1 | $858K | Sell |
4,592
-248
| -5% | -$46.3K | 0.34% | 76 |
|
|
2020
Q4 | $817K | Sell |
4,840
-143
| -3% | -$24.1K | 0.34% | 75 |
|
|
2020
Q3 | $738K | Buy |
4,983
+1,806
| +57% | +$267K | 0.37% | 70 |
|
|
2020
Q2 | $522K | Buy |
+3,177
| New | +$522K | 0.27% | 89 |
|
|
2019
Q4 | – | Sell |
-76
| Closed | -$3.17K | – | 340 |
|
|
2019
Q3 | $3.17K | Hold |
76
| – | – | 0.02% | 194 |
|
|
2019
Q2 | $8K | Sell |
76
-57
| -43% | -$6K | ﹤0.01% | 584 |
|
|
2019
Q1 | $17K | Buy |
133
+85
| +177% | +$10.9K | 0.01% | 397 |
|
|
2018
Q4 | $6K | Hold |
48
| – | – | ﹤0.01% | 543 |
|
|
2018
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 559 |
|
|
2018
Q2 | $4K | Sell |
48
-304
| -86% | -$25.3K | ﹤0.01% | 658 |
|
|
2018
Q1 | $27K | Buy |
352
+49
| +16% | +$3.76K | 0.01% | 309 |
|
|
2017
Q4 | $26K | Buy |
+303
| New | +$26K | 0.01% | 293 |
|