Sullivan, Bruyette, Speros & Blaney’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $422K | Buy |
2,258
+147
| +7% | +$27.5K | 0.02% | 200 |
|
|
2020
Q4 | $356K | Buy |
2,111
+191
| +10% | +$32.2K | 0.02% | 200 |
|
|
2020
Q3 | $284K | Hold |
1,920
| – | – | 0.02% | 210 |
|
|
2020
Q2 | $315K | Sell |
1,920
-1,237
| -39% | -$203K | 0.02% | 179 |
|
|
2020
Q1 | $438K | Buy |
3,157
+45
| +1% | +$6.24K | 0.03% | 134 |
|
|
2019
Q4 | $409K | Hold |
3,112
| – | – | 0.02% | 160 |
|
|
2019
Q3 | $348K | Buy |
3,112
+1
| +0% | +$112 | 0.02% | 166 |
|
|
2019
Q2 | $345K | Buy |
3,111
+192
| +7% | +$21.3K | 0.02% | 163 |
|
|
2019
Q1 | $379K | Buy |
2,919
+153
| +6% | +$19.9K | 0.02% | 147 |
|
|
2018
Q4 | $320K | Sell |
2,766
-89
| -3% | -$10.3K | 0.02% | 145 |
|
|
2018
Q3 | $306K | Sell |
2,855
-113
| -4% | -$12.1K | 0.03% | 132 |
|
|
2018
Q2 | $253K | Buy |
2,968
+9
| +0.3% | +$767 | 0.02% | 142 |
|
|
2018
Q1 | $229K | Sell |
2,959
-362
| -11% | -$28K | 0.02% | 148 |
|
|
2017
Q4 | $281K | Sell |
3,321
-182
| -5% | -$15.4K | 0.03% | 136 |
|
|
2017
Q3 | $300K | Buy |
+3,503
| New | +$300K | 0.03% | 126 |
|