Taylor Hoffman 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $667K | Buy |
729
+100
| +16% | +$91.4K | 0.27% | 63 |
|
2024
Q1 | $489K | Hold |
629
| – | – | 0.21% | 73 |
|
2023
Q4 | $367K | Hold |
629
| – | – | 0.17% | 81 |
|
2023
Q3 | $338K | Hold |
629
| – | – | 0.17% | 83 |
|
2023
Q2 | $295K | Hold |
629
| – | – | 0.15% | 90 |
|
2023
Q1 | $216K | Hold |
629
| – | – | 0.12% | 106 |
|
2022
Q4 | $230K | Sell |
629
-950
| -60% | -$348K | 0.14% | 99 |
|
2022
Q3 | $511K | Sell |
1,579
-50
| -3% | -$16.2K | 0.27% | 83 |
|
2022
Q2 | $529K | Hold |
1,629
| – | – | 0.26% | 84 |
|
2022
Q1 | $466K | Hold |
1,629
| – | – | 0.19% | 90 |
|
2021
Q4 | $450K | Hold |
1,629
| – | – | 0.17% | 97 |
|
2021
Q3 | $374K | Hold |
1,629
| – | – | 0.16% | 100 |
|
2021
Q2 | $374K | Hold |
1,629
| – | – | 0.16% | 101 |
|
2021
Q1 | $304K | Hold |
1,629
| – | – | 0.14% | 107 |
|
2020
Q4 | $275K | Hold |
1,629
| – | – | 0.14% | 109 |
|
2020
Q3 | $241K | Hold |
1,629
| – | – | 0.14% | 111 |
|
2020
Q2 | $267K | Hold |
1,629
| – | – | 0.17% | 104 |
|
2020
Q1 | $226K | Hold |
1,629
| – | – | 0.22% | 101 |
|
2019
Q4 | $214K | Hold |
1,629
| – | – | 0.14% | 118 |
|
2019
Q3 | $182K | Hold |
1,629
| – | – | 0.13% | 123 |
|
2019
Q2 | $180K | Hold |
1,629
| – | – | 0.14% | 118 |
|
2019
Q1 | $211K | Hold |
1,629
| – | – | 0.16% | 113 |
|
2018
Q4 | $189K | Buy |
1,629
+600
| +58% | +$69.6K | 0.17% | 100 |
|
2018
Q3 | $110K | Hold |
1,029
| – | – | 0.09% | 128 |
|
2018
Q2 | $88K | Hold |
1,029
| – | – | 0.08% | 136 |
|
2018
Q1 | $80K | Hold |
1,029
| – | – | 0.07% | 145 |
|
2017
Q4 | $87K | Buy |
+1,029
| New | +$87K | 0.08% | 135 |
|