Wealthquest’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 | $4.1M | Buy |
5,258
+16
| +0.3% | +$12.5K | 0.32% | 22 |
|
|
2025
Q1 | $4.33M | Sell |
5,242
-36
| -0.7% | -$29.7K | 0.36% | 21 |
|
|
2024
Q4 | $4.07M | Buy |
5,278
+22
| +0.4% | +$17K | 0.33% | 25 |
|
|
2024
Q3 | $4.65M | Buy |
5,256
+65
| +1% | +$57.5K | 0.41% | 24 |
|
|
2024
Q2 | $4.7M | Sell |
5,191
-75
| -1% | -$67.9K | 0.5% | 23 |
|
|
2024
Q1 | $4.1M | Hold |
5,266
| – | – | 0.44% | 25 |
|
|
2023
Q4 | $3.07M | Sell |
5,266
-18
| -0.3% | -$10.5K | 0.34% | 31 |
|
|
2023
Q3 | $2.84M | Buy |
5,284
+426
| +9% | +$229K | 0.35% | 30 |
|
|
2023
Q2 | $2.28M | Sell |
4,858
-18
| -0.4% | -$8.44K | 0.27% | 32 |
|
|
2023
Q1 | $1.67M | Hold |
4,876
| – | – | 0.22% | 38 |
|
|
2022
Q4 | $1.78M | Sell |
4,876
-375
| -7% | -$137K | 0.23% | 39 |
|
|
2022
Q3 | $1.7M | Buy |
5,251
+18
| +0.3% | +$5.82K | 0.24% | 41 |
|
|
2022
Q2 | $1.7M | Hold |
5,233
| – | – | 0.26% | 43 |
|
|
2022
Q1 | $1.45M | Hold |
5,233
| – | – | 0.22% | 45 |
|
|
2021
Q4 | $1.45M | Sell |
5,233
-195
| -4% | -$53.8K | 0.22% | 45 |
|
|
2021
Q3 | $1.25M | Sell |
5,428
-9
| -0.2% | -$2.08K | 0.21% | 43 |
|
|
2021
Q2 | $1.25M | Hold |
5,437
| – | – | 0.21% | 43 |
|
|
2021
Q1 | $1.02M | Sell |
5,437
-7
| -0.1% | -$1.31K | 0.19% | 51 |
|
|
2020
Q4 | $919K | Sell |
5,444
-380
| -7% | -$64.1K | 0.2% | 48 |
|
|
2020
Q3 | $862K | Hold |
5,824
| – | – | 0.21% | 44 |
|
|
2020
Q2 | $956K | Buy |
+5,824
| New | +$956K | 0.24% | 44 |
|
|
2019
Q4 | $799K | Hold |
6,081
| – | – | 0.23% | 66 |
|
|
2019
Q3 | $680K | Hold |
6,081
| – | – | 0.23% | 67 |
|
|
2019
Q2 | $673K | Sell |
6,081
-226
| -4% | -$25K | 0.25% | 66 |
|
|
2019
Q1 | $818K | Buy |
6,307
+94
| +2% | +$12.2K | 0.31% | 58 |
|
|
2018
Q4 | $719K | Buy |
+6,213
| New | +$719K | 0.29% | 63 |
|