Walkner Condon Financial 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 | $697K | Buy |
894
+19
| +2% | +$14.8K | 0.13% | 124 |
|
|
2025
Q1 | $723K | Buy |
875
+77
| +10% | +$63.6K | 0.15% | 114 |
|
|
2024
Q4 | $616K | Sell |
798
-137
| -15% | -$106K | 0.13% | 137 |
|
|
2024
Q3 | $828K | Buy |
935
+138
| +17% | +$122K | 0.17% | 107 |
|
|
2024
Q2 | $720K | Buy |
797
+61
| +8% | +$55.1K | 0.16% | 110 |
|
|
2024
Q1 | $573K | Buy |
736
+104
| +16% | +$80.9K | 0.12% | 139 |
|
|
2023
Q4 | $368K | Buy |
632
+11
| +2% | +$6.41K | 0.08% | 185 |
|
|
2023
Q3 | $334K | Buy |
621
+17
| +3% | +$9.13K | 0.09% | 174 |
|
|
2023
Q2 | $283K | Buy |
604
+11
| +2% | +$5.16K | 0.08% | 193 |
|
|
2023
Q1 | $204K | Buy |
+593
| New | +$204K | 0.06% | 227 |
|
|
2022
Q1 | – | Sell |
-1,387
| Closed | -$383K | – | 218 |
|
|
2021
Q4 | $383K | Sell |
1,387
-8
| -0.6% | -$2.21K | 0.25% | 88 |
|
|
2021
Q3 | $322K | Hold |
1,395
| – | – | 0.16% | 113 |
|
|
2021
Q2 | $320K | Hold |
1,395
| – | – | 0.12% | 130 |
|
|
2021
Q1 | $261K | Sell |
1,395
-98
| -7% | -$18.3K | 0.1% | 145 |
|
|
2020
Q4 | $252K | Buy |
1,493
+129
| +9% | +$21.8K | 0.11% | 115 |
|
|
2020
Q3 | $202K | Buy |
+1,364
| New | +$202K | 0.11% | 120 |
|