TRUE Private Wealth 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 | $5.74M | Buy |
7,366
+497
| +7% | +$387K | 0.65% | 28 |
|
2025
Q1 | $5.67M | Buy |
6,869
+26
| +0.4% | +$21.5K | 0.69% | 29 |
|
2024
Q4 | $5.28M | Buy |
6,843
+9
| +0.1% | +$6.95K | 0.64% | 26 |
|
2024
Q3 | $6.06M | Sell |
6,834
-1,524
| -18% | -$1.35M | 0.72% | 25 |
|
2024
Q2 | $7.57M | Sell |
8,358
-627
| -7% | -$568K | 0.86% | 20 |
|
2024
Q1 | $6.99M | Sell |
8,985
-103
| -1% | -$80.1K | 0.8% | 22 |
|
2023
Q4 | $5.3M | Buy |
9,088
+32
| +0.4% | +$18.7K | 0.67% | 27 |
|
2023
Q3 | $4.86M | Sell |
9,056
-562
| -6% | -$302K | 0.68% | 29 |
|
2023
Q2 | $4.51M | Sell |
9,618
-1,400
| -13% | -$657K | 0.67% | 25 |
|
2023
Q1 | $3.78M | Sell |
11,018
-811
| -7% | -$279K | 0.56% | 31 |
|
2022
Q4 | $4.33M | Sell |
11,829
-79
| -0.7% | -$28.9K | 0.67% | 24 |
|
2022
Q3 | $3.85M | Buy |
11,908
+155
| +1% | +$50.1K | 0.58% | 24 |
|
2022
Q2 | $3.81M | Buy |
11,753
+670
| +6% | +$217K | 0.55% | 26 |
|
2022
Q1 | $3.27M | Buy |
11,083
+16
| +0.1% | +$4.72K | 0.46% | 39 |
|
2021
Q4 | $3.06M | Buy |
11,067
+15
| +0.1% | +$4.14K | 0.44% | 45 |
|
2021
Q3 | $2.55M | Sell |
11,052
-1,163
| -10% | -$269K | 0.37% | 54 |
|
2021
Q2 | $2.8M | Sell |
12,215
-29
| -0.2% | -$6.66K | 0.42% | 47 |
|
2021
Q1 | $2.29M | Sell |
12,244
-1,253
| -9% | -$234K | 0.37% | 47 |
|
2020
Q4 | $2.28M | Sell |
13,497
-84
| -0.6% | -$14.2K | 0.38% | 44 |
|
2020
Q3 | $2.01M | Buy |
13,581
+43
| +0.3% | +$6.36K | 0.34% | 48 |
|
2020
Q2 | $2.22M | Sell |
13,538
-3,048
| -18% | -$500K | 0.41% | 46 |
|
2020
Q1 | $2.3M | Buy |
16,586
+1,444
| +10% | +$200K | 0.49% | 37 |
|
2019
Q4 | $1.99M | Sell |
15,142
-2,000
| -12% | -$263K | 0.31% | 48 |
|
2019
Q3 | $1.92M | Hold |
17,142
| – | – | 0.33% | 47 |
|
2019
Q2 | $1.9M | Sell |
17,142
-16
| -0.1% | -$1.77K | 0.32% | 44 |
|
2019
Q1 | $2.23M | Sell |
17,158
-225
| -1% | -$29.2K | 0.42% | 39 |
|
2018
Q4 | $2.01M | Sell |
17,383
-10
| -0.1% | -$1.16K | 0.35% | 54 |
|
2018
Q3 | $1.87M | Buy |
17,393
+48
| +0.3% | +$5.15K | 0.26% | 69 |
|
2018
Q2 | $1.48M | Sell |
17,345
-223
| -1% | -$19K | 0.23% | 76 |
|
2018
Q1 | $1.36M | Sell |
17,568
-5,760
| -25% | -$446K | 0.23% | 66 |
|
2017
Q4 | $1.97M | Sell |
23,328
-394
| -2% | -$33.3K | 0.34% | 49 |
|
2017
Q3 | $2.03M | Buy |
23,722
+8,616
| +57% | +$737K | 0.46% | 38 |
|
2017
Q2 | $1.24M | Buy |
+15,106
| New | +$1.24M | 0.29% | 48 |
|