The Family Firm’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
Sell
-1,068
Closed -$882K 152
2025
Q1
$882K Buy
1,068
+2
+0.2% +$1.65K 0.2% 82
2024
Q4
$823K Sell
1,066
-58
-5% -$44.8K 0.18% 82
2024
Q3
$996K Buy
1,124
+121
+12% +$107K 0.22% 77
2024
Q2
$908K Buy
1,003
+1
+0.1% +$905 0.2% 80
2024
Q1
$779K Buy
1,002
+1
+0.1% +$778 0.19% 88
2023
Q4
$583K Buy
1,001
+2
+0.2% +$1.17K 0.15% 96
2023
Q3
$537K Buy
999
+1
+0.1% +$537 0.15% 96
2023
Q2
$468K Buy
998
+2
+0.2% +$938 0.12% 106
2023
Q1
$342K Sell
996
-17
-2% -$5.84K 0.09% 130
2022
Q4
$371K Buy
1,013
+2
+0.2% +$732 0.11% 125
2022
Q3
$327K Buy
1,011
+2
+0.2% +$647 0.1% 129
2022
Q2
$327K Buy
1,009
+3
+0.3% +$972 0.1% 134
2022
Q1
$288K Buy
1,006
+2
+0.2% +$573 0.08% 146
2021
Q4
$277K Buy
1,004
+3
+0.3% +$828 0.07% 147
2021
Q3
$244K Buy
1,001
+2
+0.2% +$488 0.06% 161
2021
Q2
$229K Buy
+999
New +$229K 0.06% 162