Waldron Private Wealth’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 | $6.03M | Sell |
7,735
-44
| -0.6% | -$34.3K | 0.26% | 49 |
|
|
2025
Q1 | $6.42M | Sell |
7,779
-6,334
| -45% | -$5.23M | 0.3% | 43 |
|
|
2024
Q4 | $10.9M | Buy |
14,113
+74
| +0.5% | +$57.1K | 0.44% | 41 |
|
|
2024
Q3 | $12.4M | Sell |
14,039
-28
| -0.2% | -$24.8K | 0.52% | 37 |
|
|
2024
Q2 | $12.7M | Buy |
14,067
+27
| +0.2% | +$24.4K | 0.57% | 35 |
|
|
2024
Q1 | $10.9M | Buy |
14,040
+208
| +2% | +$162K | 0.49% | 36 |
|
|
2023
Q4 | $8.06M | Sell |
13,832
-6
| -0% | -$3.5K | 0.38% | 40 |
|
|
2023
Q3 | $7.43M | Buy |
13,838
+95
| +0.7% | +$51K | 0.39% | 42 |
|
|
2023
Q2 | $6.45M | Buy |
13,743
+48
| +0.4% | +$22.5K | 0.32% | 44 |
|
|
2023
Q1 | $4.7M | Buy |
13,695
+2,059
| +18% | +$707K | 0.23% | 58 |
|
|
2022
Q4 | $3.76M | Hold |
11,636
| – | – | 0.23% | 68 |
|
|
2022
Q3 | $3.76M | Buy |
11,636
+1,813
| +18% | +$586K | 0.23% | 68 |
|
|
2022
Q2 | $3.18M | Buy |
9,823
+480
| +5% | +$156K | 0.18% | 79 |
|
|
2022
Q1 | $2.68M | Buy |
9,343
+242
| +3% | +$69.3K | 0.14% | 97 |
|
|
2021
Q4 | $2.51M | Sell |
9,101
-20
| -0.2% | -$5.52K | 0.12% | 102 |
|
|
2021
Q3 | $2.11M | Buy |
9,121
+3,349
| +58% | +$774K | 0.12% | 102 |
|
|
2021
Q2 | $1.32M | Buy |
5,772
+358
| +7% | +$82.1K | 0.08% | 119 |
|
|
2021
Q1 | $1.01M | Buy |
5,414
+130
| +2% | +$24.3K | 0.07% | 130 |
|
|
2020
Q4 | $892K | Sell |
5,284
-185
| -3% | -$31.2K | 0.07% | 137 |
|
|
2020
Q3 | $809K | Buy |
5,469
+358
| +7% | +$53K | 0.07% | 126 |
|
|
2020
Q2 | $839K | Buy |
5,111
+172
| +3% | +$28.2K | 0.07% | 117 |
|
|
2020
Q1 | $685K | Buy |
4,939
+345
| +8% | +$47.8K | 0.07% | 125 |
|
|
2019
Q4 | $603K | Buy |
4,594
+83
| +2% | +$10.9K | 0.05% | 147 |
|
|
2019
Q3 | $504K | Sell |
4,511
-1,016
| -18% | -$114K | 0.05% | 146 |
|
|
2019
Q2 | $612K | Sell |
5,527
-135
| -2% | -$14.9K | 0.07% | 121 |
|
|
2019
Q1 | $734K | Buy |
5,662
+394
| +7% | +$51.1K | 0.08% | 111 |
|
|
2018
Q4 | $609K | Buy |
5,268
+717
| +16% | +$82.9K | 0.09% | 108 |
|
|
2018
Q3 | $488K | Buy |
4,551
+58
| +1% | +$6.22K | 0.1% | 102 |
|
|
2018
Q2 | $383K | Buy |
4,493
+30
| +0.7% | +$2.56K | 0.08% | 109 |
|
|
2018
Q1 | $345K | Hold |
4,463
| – | – | 0.08% | 113 |
|
|
2017
Q4 | $376K | Buy |
4,463
+600
| +16% | +$50.5K | 0.09% | 98 |
|
|
2017
Q3 | $330K | Hold |
3,863
| – | – | 0.09% | 102 |
|
|
2017
Q2 | $317K | Sell |
3,863
-1,085
| -22% | -$89K | 0.1% | 88 |
|
|
2017
Q1 | $415K | Buy |
4,948
+1,574
| +47% | +$132K | 0.1% | 125 |
|
|
2016
Q4 | $248K | Sell |
3,374
-370
| -10% | -$27.2K | 0.09% | 113 |
|
|
2016
Q3 | $300K | Buy |
3,744
+100
| +3% | +$8.01K | 0.11% | 90 |
|
|
2016
Q2 | $286K | Sell |
3,644
-284
| -7% | -$22.3K | 0.11% | 108 |
|
|
2016
Q1 | $282K | Sell |
3,928
-347
| -8% | -$24.9K | 0.11% | 101 |
|
|
2015
Q4 | $360K | Buy |
4,275
+244
| +6% | +$20.5K | 0.13% | 90 |
|
|
2015
Q3 | $337K | Buy |
4,031
+369
| +10% | +$30.8K | 0.15% | 71 |
|
|
2015
Q2 | $305K | Buy |
3,662
+522
| +17% | +$43.5K | 0.12% | 71 |
|
|
2015
Q1 | $228K | Buy |
3,140
+108
| +4% | +$7.84K | 0.09% | 109 |
|
|
2014
Q4 | $209K | Buy |
+3,032
| New | +$209K | 0.09% | 117 |
|