VFA
Valeo Financial Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Sell |
134,292
-28,509
| -18% | -$22.2M | 2.52% | 8 |
|
|
2025
Q1 | $102M | Buy |
162,801
+1,103
| +0.7% | +$689K | 2.84% | 8 |
|
|
2024
Q4 | $94.2M | Buy |
161,698
+47,948
| +42% | +$27.9M | 2.62% | 9 |
|
|
2024
Q3 | $101M | Buy |
113,750
+1,205
| +1% | +$1.07M | 2.87% | 9 |
|
|
2024
Q2 | $102M | Buy |
112,545
+2,432
| +2% | +$2.2M | 3.18% | 7 |
|
|
2024
Q1 | $80.6M | Buy |
110,113
+5,632
| +5% | +$4.12M | 2.89% | 8 |
|
|
2023
Q4 | $60.9M | Buy |
104,481
+818
| +0.8% | +$477K | 2.46% | 9 |
|
|
2023
Q3 | $55.7M | Buy |
103,663
+279
| +0.3% | +$150K | 2.54% | 9 |
|
|
2023
Q2 | $48.5M | Buy |
103,384
+29,273
| +39% | +$13.7M | 2.22% | 9 |
|
|
2023
Q1 | $25.5M | Buy |
74,111
+9,367
| +14% | +$3.22M | 1.23% | 13 |
|
|
2022
Q4 | $23.7M | Buy |
64,744
+534
| +0.8% | +$195K | 1.3% | 13 |
|
|
2022
Q3 | $20.8M | Buy |
64,210
+2,310
| +4% | +$747K | 1.32% | 12 |
|
|
2022
Q2 | $20.1M | Sell |
61,900
-9,906
| -14% | -$3.21M | 1.26% | 14 |
|
|
2022
Q1 | $20.6M | Buy |
71,806
+9,038
| +14% | +$2.59M | 1.04% | 15 |
|
|
2021
Q4 | $17.3M | Buy |
62,768
+1,520
| +2% | +$420K | 0.94% | 16 |
|
|
2021
Q3 | $14.2M | Buy |
61,248
+4,118
| +7% | +$951K | 0.81% | 19 |
|
|
2021
Q2 | $13.1M | Buy |
57,130
+2,798
| +5% | +$642K | 0.8% | 18 |
|
|
2021
Q1 | $10.2M | Buy |
54,332
+98
| +0.2% | +$18.3K | 0.47% | 29 |
|
|
2020
Q4 | $9.16M | Buy |
54,234
+13,165
| +32% | +$2.22M | 0.47% | 30 |
|
|
2020
Q3 | $6.08M | Sell |
41,069
-511
| -1% | -$75.6K | 0.53% | 27 |
|
|
2020
Q2 | $6.83M | Sell |
41,580
-146
| -0.3% | -$24K | 0.62% | 25 |
|
|
2020
Q1 | $6.08M | Sell |
41,726
-8,241
| -16% | -$1.2M | 0.65% | 25 |
|
|
2019
Q4 | $6.57M | Buy |
49,967
+6,745
| +16% | +$886K | 0.64% | 28 |
|
|
2019
Q3 | $4.83M | Sell |
43,222
-7,417
| -15% | -$830K | 0.53% | 30 |
|
|
2019
Q2 | $5.61M | Sell |
50,639
-58
| -0.1% | -$6.43K | 0.64% | 26 |
|
|
2019
Q1 | $6.58M | Buy |
50,697
+5,213
| +11% | +$676K | 0.8% | 18 |
|
|
2018
Q4 | $5.26M | Sell |
45,484
-1,278
| -3% | -$148K | 0.74% | 25 |
|
|
2018
Q3 | $5.07M | Sell |
46,762
-3,743
| -7% | -$406K | 0.68% | 25 |
|
|
2018
Q2 | $5.17M | Sell |
50,505
-21,597
| -30% | -$2.21M | 0.72% | 26 |
|
|
2018
Q1 | $5.58M | Buy |
72,102
+10,615
| +17% | +$821K | 0.89% | 17 |
|
|
2017
Q4 | $5.19M | Buy |
61,487
+21,002
| +52% | +$1.77M | 0.85% | 21 |
|
|
2017
Q3 | $3.46M | Buy |
+40,485
| New | +$3.46M | 0.78% | 22 |
|