SAM
Synergy Asset Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
26,865
+22,758
| +554% | +$17.7M | 2.4% | 13 |
|
|
2025
Q1 | $3.39M | Sell |
4,107
-2,904
| -41% | -$2.4M | 0.43% | 48 |
|
|
2024
Q4 | $5.8M | Buy |
7,011
+3,799
| +118% | +$3.14M | 0.45% | 41 |
|
|
2024
Q3 | $2.85M | Sell |
3,212
-9,980
| -76% | -$8.84M | 0.43% | 53 |
|
|
2024
Q2 | $11.9M | Buy |
+13,192
| New | +$11.9M | 1.87% | 14 |
|