Trail Ridge Investment Advisors’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 | $1.01M | Sell |
1,365
-32
| -2% | -$23.7K | 0.49% | 47 |
|
|
2025
Q1 | $1.15M | Sell |
1,397
-234
| -14% | -$193K | 0.59% | 41 |
|
|
2024
Q4 | $1.26M | Buy |
1,631
+18
| +1% | +$13.9K | 0.6% | 43 |
|
|
2024
Q3 | $1.46M | Buy |
1,613
+6
| +0.4% | +$5.42K | 0.69% | 43 |
|
|
2024
Q2 | $1.45M | Buy |
1,607
+3
| +0.2% | +$2.72K | 0.75% | 39 |
|
|
2024
Q1 | $1.25M | Buy |
1,604
+1,073
| +202% | +$835K | 0.71% | 40 |
|
|
2023
Q4 | $310K | Buy |
+531
| New | +$310K | 0.19% | 87 |
|
|
2023
Q1 | – | Sell |
-721
| Closed | -$264K | – | 123 |
|
|
2022
Q4 | $264K | Sell |
721
-30
| -4% | -$11K | 0.18% | 105 |
|
|
2022
Q3 | $265K | Hold |
751
| – | – | 0.18% | 114 |
|
|
2022
Q2 | $243K | Hold |
751
| – | – | 0.16% | 135 |
|
|
2022
Q1 | $215K | Sell |
751
-92
| -11% | -$26.3K | 0.13% | 131 |
|
|
2021
Q4 | $233K | Buy |
+843
| New | +$233K | 0.14% | 126 |
|