Summit Asset 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 | $1.09M | Sell |
1,394
-14
| -1% | -$10.9K | 0.18% | 66 |
|
|
2025
Q1 | $1.16M | Buy |
1,408
+90
| +7% | +$74.3K | 0.2% | 61 |
|
|
2024
Q4 | $1.02M | Sell |
1,318
-10
| -0.8% | -$7.72K | 0.18% | 66 |
|
|
2024
Q3 | $1.18M | Hold |
1,328
| – | – | 0.22% | 57 |
|
|
2024
Q2 | $1.2M | Hold |
1,328
| – | – | 0.25% | 47 |
|
|
2024
Q1 | $1.03M | Sell |
1,328
-29
| -2% | -$22.6K | 0.22% | 51 |
|
|
2023
Q4 | $791K | Sell |
1,357
-42
| -3% | -$24.5K | 0.19% | 59 |
|
|
2023
Q3 | $751K | Sell |
1,399
-20
| -1% | -$10.7K | 0.2% | 56 |
|
|
2023
Q2 | $665K | Sell |
1,419
-42
| -3% | -$19.7K | 0.18% | 65 |
|
|
2023
Q1 | $502K | Hold |
1,461
| – | – | 0.14% | 80 |
|
|
2022
Q4 | $534K | Sell |
1,461
-147
| -9% | -$53.8K | 0.15% | 77 |
|
|
2022
Q3 | $520K | Buy |
1,608
+150
| +10% | +$48.5K | 0.17% | 76 |
|
|
2022
Q2 | $473K | Buy |
1,458
+15
| +1% | +$4.87K | 0.15% | 85 |
|
|
2022
Q1 | $413K | Sell |
1,443
-45
| -3% | -$12.9K | 0.12% | 103 |
|
|
2021
Q4 | $411K | Buy |
1,488
+62
| +4% | +$17.1K | 0.12% | 102 |
|
|
2021
Q3 | $329K | Buy |
1,426
+300
| +27% | +$69.2K | 0.1% | 111 |
|
|
2021
Q2 | $258K | Hold |
1,126
| – | – | 0.08% | 130 |
|
|
2021
Q1 | $210K | Buy |
+1,126
| New | +$210K | 0.07% | 139 |
|
|
2020
Q4 | – | Sell |
-1,363
| Closed | -$202K | – | 136 |
|
|
2020
Q3 | $202K | Buy |
+1,363
| New | +$202K | 0.08% | 126 |
|